| Survival Through Strategy |
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| Strategic planning for not-for-profit organizations | |
| Resource Person David Sheridan B.Comm., M.A., EdD |
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| Date and Location December 2 and 3, 1999 International Plaza Hotel & Conference Centre Toronto, Ontario |
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| "Cheshire Puss, would you tell me please which way I ought to go from here" "That depends a great deal on where you want to get to" said the Cat. "I don't much care where" said Alice. "Then it doesn't matter which way you go" said the Cat. "So long as I get somewhere" Alice added as an explanation. "Oh, you're sure to do that," added the Cat, "if you only walk long enough" - Lewis Carroll, Alice in Wonderland |
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| About the Program | Agenda - Day Two | Hotel Information |
| Participants Will Learn | Who Should Attend | Workshop Fee |
| Agenda - Day One | Registration Form | Resource Person Profile |
| Canada's not-for-profit organizations have been forced to adopt a planning stance very much like Alice in the Lewis Carroll classic. Shifting legislative priorities, deteriorating funding, escalating demand, and rising consumer expectations has forced health care organizations, educational institutions, social service agencies, and government departments to continually react to external events. The answer to this dilemma can be found in strategic planning, a disciplined effort to produce decisions that shape an organization's future. It focuses on creating the future instead of reacting to events. Strategic planning may well be the only approach that provides any chance of dealing with the turbulence now facing not-for-profit organizations. This two-day workshop is based on David Sheridan's award-winning research on strategic planning, and his extensive experience working directly with not-for-profit organizations. The workshop will follow an interactive and participatory "hands-on" style that includes concept presentations, focused group discussions, demonstrations, case studies, and breakout group activities. Participants will develop a solid understanding of strategic concepts, and leave with a preliminary strategic plan for their organization. |
| · | Why planning in the not-for-profit sector has to be done differently from organizations in other sectors |
| · | How to ensure that planning is properly aligned with organizational culture |
| · | Effective methods of involving stakeholders in the planning process |
| · | Practical ways to carry out environmental scanning on an ongoing basis |
| · | How to exploit emergent as well as intended strategies |
| · | The importance of making a strategic plan a living document |
| · | How to choose the right change management and intervention strategies to support a strategic plan |
| · | Why a strategic plan rapidly depreciates - and what to do about it |
| · | How to move from strategic planning to strategic management |
| Day One Agenda |
| 0800 - 0900: | Registration and continental breakfast | |
| 0900 - 0935: | Introduction | |
| 0935 - 1200: | ||
| · Why planning fails | ||
| · The history of planning | ||
| · Strategic vs conventional planning | ||
| · A template for effective strategic planning | ||
| · Strategic management in not-for-profit organizations | ||
| · Participant case topics | ||
| 1200 - 1315: | Lunch | |
| 1315 - 1600: | ||
| · Environmental scanning - identifying the realities | ||
| · Visioning - articulating the dreams | ||
| · Goal setting - blending dreams and reality | ||
| · Involving stakeholders | ||
| · The politics of planning | ||
| 1600 - 1615: | Where to for tomorrow | |
| Day Two Agenda |
| 0800 - 0900: | Registration and continental breakfast | |
| 0900 - 1200: | ||
| · Interim case study reports | ||
| · Implementation - planning the work and working the plan | ||
| · Role clarification | ||
| · Intended, emergent and realized strategies | ||
| · Monitoring | ||
| 1200 - 1315: | Lunch | |
| 1315 - 1545: | ||
| · Participant plans and feedback | ||
| · From strategic planning to strategic management | ||
| 1545 - 1600: | Wrap up and evaluation | |
| If you find yourself needing to plan strategically within your organization then this workshop is for you. The workshop will be of interest to anyone who works with a not-for-profit organization including board members, CEOs, executive directors, vice-presidents, department heads, supervisors, unit/area managers, human resource personnel, educators, social service managers, and staff members involved in the planning process. |
| Please Print |
| Telephone: |
| Work: | (_____) | ____________________ | |
| Fax: | (_____) | ____________________ | |
| Home: | (_____) | ____________________ |
| David Sheridan is a seasoned corporate educator and an accomplished group facilitator and workshop leader. He has held a range of managerial positions in two major public sector organizations and has made many public presentations on management, governance, education, and planning-related topics. David holds a Bachelor of Commerce (economics) from Carleton University, a Master of Arts (organizational behaviour) from York University and a Doctor of Education (administration and planning) from the University of Toronto. His 1998 doctoral thesis on public sector strategic planning won a major international planning award and a prestigious Canadian research award. In the past 16 years, David Sheridan has operated an active consulting practice that has provided thousands of hours of on-site training and consultations to public and private sector organizations across Canada, the United States and in Asia. The firm's mission is to help organizations facilitate strategic change in response to rapidly shifting fiscal and environmental realities. His firm has offered research, planning, facilitation and organizational development services to dozens of hospitals, community health agencies, long-term care facilities, health associations and municipal health departments. David is married with three daughters and lives in Oakville, Ontario. He is active in community affairs and is a member of the Oakville and Burlington Chambers of Commerce, the Canadian Association of Management Consultants and the Ontario Society for Training and Development. |
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