Translating strategy into action: A guide for not-for-profit senior leaders

This exclusive and advanced multi-stage program is designed to meet the business needs of senior NFP executives. Learn how to lead strategic organizational change and meet successful performance targets as you navigate key challenges facing your NFP.

A concept image showing a group of short pencils in the form of a triangle all following the leader.

Event Details

Location and date:
Toronto May 30-31, 2017
Toronto August 17-18, 2017
Vancouver October 12-13, 2017
Vancouver November 23-24, 2017

Participants must attend both dates in their city.

Do you want to lead strategic organizational change in a competitive not-for-profit environment?

This innovative multiphase workshop explores the key challenges facing today’s not-for-profit leaders using a combination of individual and group activities, case studies, videos and facilitator-led discussion.

In Phase I, you will concentrate on creating a strong strategic plan to achieve buy-in from your Board of Directors and other important stakeholders. In Phase II, you will address the operational side of business and how to bring your organization’s vision to life.

This exclusive program (maximum 25 participants) offers a premium experience that integrates personalized and small group coaching, along with targeted NFP tools and resources to support your learning and professional development.

This program is facilitated by two industry experts to ensure you receive a holistic picture of effective strategy implementation and the right tools for success within your organization – from operations and culture to technical expertise and change management.

Previous experience with strategic planning is recommended prior to registration, as the objective of this workshop is to enhance existing skills.

View the agenda

Special offers/promotions

Note: When you register for this workshop, you’ll also receive one year of access to the Best of the 2017 Not-For-Profit Executive Forum.

Additional options and pricing may be available. See pricing and registration for more details.



$3,198.00

30 CPD hour(s)
Pricing & registration

You will learn about:

  • developing a robust strategic plan, or assessing and enhancing your current strategic plan
  • how to effectively implement your strategic plan
  • leading for effective change and performance
  • leadership and strategy issues specific to NFP’s
  • using strategic planning tools to address the unique challenges of the NFP world
  • performing a cultural audit of your organization
  • preparing your organizational culture for change
  • understanding how to influence stakeholders, boards and teams
  • linking strategy to operational performance and results
  • measuring results and evaluating progress with AQ (adversity quotient)

As part of this program, you will also receive DiSC® assessment as a value-added feature to better understand your leadership style.

Who should attend?

  • senior NFP executives with 10 or more years of managerial experience
  • not-for-profit leaders who manage firms with $500K+ annual revenue

More Details:

Session Descriptions

Registration and Continental breakfast

Workshop orientation

Group formation and concurrent sessions
Participants will be divided into two groups, and groups will alternate between sessions for the workshops

Identify what and where you are strategically

Leadership inventory assessment

Concurrent sessions – group switch

Leadership inventory assessment

Identify what and where you are strategically

Lunch

Concurrent sessions

What do you want to become, strategically?

Agile intelligence and understanding organizational culture

Break

Concurrent sessions – group switch

Agile intelligence and understanding organizational culture

What do you want to become, strategically?

Recap and day two preparation

Continental breakfast

Concurrent sessions

Strategic change management

What do you need to do strategically?

Break

Concurrent sessions – group switch

What do you need to do strategically?

Strategic change management

Lunch

Concurrent sessions

Aligning team and stakeholders

Ensuring key strategic choices fit the organization

Break

Concurrent sessions – group switch

Ensuring key strategic choices fit the organization

Aligning team and stakeholders

Session review and next steps phase one complete

Continental breakfast

Welcome back and re-orientation

Concurrent sessions

Aligning strategy and operations: Are you ready to make it real?

Leading through uncertainty

Break

Concurrent sessions – group switch

Leading through uncertainty

Aligning strategy and operations: Are you ready to make it real?

Lunch

Concurrent sessions

Performing to expectations: Operationalizing strategy and defining KPIs

Leading for performance

Break

Concurrent sessions – group switch

Leading for performance

Performing to expectations: Operationalizing strategy and defining KPIs

Day 3 review

Continental breakfast

Concurrent sessions

Communicating for change

Managing strategy: Let’s get ready to rumble

Break

Concurrent sessions – group switch

Managing strategy: Let’s get ready to rumble

Communicating for change

Lunch

Concurrent sessions

Moving forward

Strategic review: Did we do it right?

Break

Concurrent sessions – group switch

Strategic review: Did we do it right?

Moving forward

Expert panel discussion

Wrap-up and next steps: Ensuring results happen

Speakers/Presenters
Ajay M. Pangarkar

Ajay M. Pangarkar CTDP, CPA, CMA

Jennifer Gerves-Keen

Jennifer Gervès-Keen, MA, PCC

Cam Scholey

Cam Scholey, MBA, PhD, FCPA, FCMA

Venue[s] and Accommodation[s]

Venue[s]:

CPA Canada Offices
277 Wellington Street West, 2nd Floor, Toronto, Ontario M5V 3H2

CPA Canada Offices
277 Wellington Street West, 2nd Floor, Toronto, Ontario M5V 3H2

TBD - Vancouver

TBD - Vancouver

Frequently asked questions:

Added-value features:

Before attending the workshops, you will complete a DiSC® Work of Leaders assessment to understand your leadership and communication styles. This will help immensely in developing strategies that align with your personal leadership style during the workshop, and will strengthen your leadership beyond the workshop.

Small group coaching sessions between the two phases of the workshop provide an intimate environment to address specific questions and allow participants to learn from each others’ experiences.

Personalized content:

We provide optional pre-work to complete before Phase I, including helpful strategy and culture worksheets to help personalize the workshop content to your organization.

Networking opportunity:

You also have an opportunity to interact with peers before and in between phases to maximize learning and networking.

Special requirements:

Participants must attend both sessions scheduled in their location of choice in order to complete the program.

Contacts

Please contact:

CPA Canada Professional Learning and Development Customer Service
Tel: 1-888-337-3242
Email: pld@cpacanada.ca