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Strategic Planning

The Upstate Institute supports capacity building in the region by encouraging participation in a strategic planning initiative. This program, open to both Colgate students and community organizations, provides an introduction to strategic planning as an important organization function. Through the program, community partners build their internal capacity regarding knowledge of planning and take steps to directly influence their organization's clarity of purpose and achievement of goals.

 

Strategic planning is an essential skill for any organization. Decisions on a daily basis affect change on the organization. Well thought out goals and specific plans can guide those decisions to improve effectiveness.

 

The program consists of a series of workshops that allows partners to gain skills and leave with an action step in hand to implement. Community partners gain understanding of the iterative process of planning, be prepared to hold strategic planning sessions, and have sufficient skills to engage in planning in future years. Students examine the complexities of working with divergent views, learn about real world applications of theory, and gain insight into the highest levels of not for profit management.

 

The workshop series includes sessions on:

  • An introduction to strategic planning

  • Decision-making and stakeholders

  • Governance and financial considerations

  • Programs, volunteers and external needs assessment

The Strategic Planning course has been completed for the fall of 2009. Please contact Julie Dudrick, project director, for more information about upcoming opportunities.

 

 

 

Ellen Holm of Zebra Advisors, LLC, provides strategic planning workshops for community partners  through the Upstate Institute. Zebra Advisors, LLC, provides analysis and advice to mission driven organizations seeking to build capacity in the areas of strategic planning, membership, board development, and program evaluation.