Training details

calendar_today Tuesday, November 16, 2021

access_time 11:00 am - 12:30 pm ET

place Online

attach_money Free

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Presented in collaboration with the Association of Nonprofit Specialists

Strategic Planning helps to inform and guide your work.  To embark on creating and/or updating your strategic plan, one must make sure doing so is additive and not a distraction that keeps you from delivering on existing commitments.

In this session, we will review the phases and steps to creating a strategic plan, work through what your organization needs most, and develop a process that works for you.


Robin Yates
Founder & CEO
Yates Advisory


This will be a virtual program, taking place via Zoom. After registration, in advance of the program you will receive an email with instructions as to how to join the Zoom meeting.

Please note that Candid only provides recordings of our events to registrants.

Part of Strategic Planning Day with Candid and the Association of Nonprofit Specialists - Scroll down to see the day's full agenda. 


  • Understand the steps involved in creating a strategic plan
  • Determine your organization's needs
  • Discover what processes are a good fit for your organization in developing and implementing a strategic plan

Intended audience

  • All levels of experience
  • Board members
  • CEOs, executive directors, upper management
  • Fundraising & development staff
  • Marketing, communications, external affairs
  • Program directors and staff

Bonus materials

This session is part of Strategic Planning Day with Candid and the Association of Nonprofit Specialists.

Get your organization prepared to thrive in 2022 and beyond. On November 16, join us for a day of three virtual workshops designed to help nonprofits figure out a strategic plan that works for the organization’s real needs, goals, and potential.

Either choose the session that’s right for you, or join us all day to get the most substantial preparation for your strategic planning work.


11:00am-12:30pm EST: Customizing Strategic Planning for Where You Are Now

1:00-2:30pm EST: How to Implement a Strategic Plan With Incremental Progress While Being Adaptive

3:00-4:30pm EST: Inclusive and Equitable Strategic Planning


By enrolling in this training, you agree to grant Candid permission to document this session with photography, film, and/or video. Material captured may be used in future publications, brochures, or other printed materials used to promote Candid. Please inform instructor if you do not agree to these conditions.