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

Event Details

Participants must attend both dates in their city.  2018 dates to be announced.

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.

Participant feedback:

“Given where we are as an organization I found the modules to be enormously helpful and certainly food for thought moving forward. Some great stuff to use in the future… I particularly liked the format – blending the modules that spoke to our personal strengths with the hard skills in strategic planning and change management. Thank you!”

-Deborah Holmes, director, Programs and Operations, Ronald McDonald House Charities, Toronto

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.

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

Identify what and where you are strategically
• Acknowledging what has made you successful
• Assessing how the success model is holding up
• Conducting a comprehensive situation assessment
• Defining your destination (critical mission, vision, values, value proposition)

Leadership inventory assessment
• DiSC® review – leadership inventory of what you have and what you don’t
• What does it mean for strategy – what can you use as leverage, and what should you avoid doing? Are you the leader you need to be? Situational leadership.
• Taking inventory – your influence level with your team, your executive, your Board, other stakeholders. The weak links, the relationships that need help - who will be your allies and who will not?
• What’s your worldview? Your biases? How are they getting in your way?
• Turning constraints into opportunities – thought model.

Strategically speaking, what do you want to become?
• Establishing clarity on the critical mission and vision
• Value proposition: a closer look
• Determining key strategic decision criteria: the decision matrix
• Using the Offerings-Market matrix

Leading Change: Agile intelligence
• Emotional Intelligence – know what to use, when and with who. Be strategic in your EQ. How do you communicate what to who? Are you successful? What are you modelling as a leader?
• Communication plan for strategy – what to consider.
• Cultural audit – is your organizational culture ready and equipped for your strategy?
• Where are your skill sets, your gaps in your organization? How well do you know your people and what they are capable of? Where are your landmines?

Change management strategy
• The brain on change – what you need to know and how it will impact your message & the delivery
• Emotion vs logic – can’t use one without acknowledging the other
• Identifying the change and identifying the quick adaptors/ambassadors
• Managing expectations and Managing resistance (who are your ‘laggards’?)
• The other leaders: will your management team getting the right message out? How do your Board members feel about the strategy?

What strategic changes are in order?
• The brain on change – what you need to know and how it will impact your message & the delivery
• Emotion vs logic – can’t use one without acknowledging the other
• Identifying the change and identifying the quick adaptors/ambassadors
• Managing expectations and Managing resistance (who are your ‘laggards’?)
• The other leaders: will your management team getting the right message out? How do your Board members feel about the strategy?

Team alignment and strategy
• Getting everyone on the bus
• Strategic Decision Making + implementation
• When should you have team input/consensus, and when not to? The science of collaboration.
• Delegation – who will do what and how can you make delegation successful?
• The neuroscience behind our decisions.

Operationally speaking, what do you need to change for success?
• Understanding the link between operational soundness and strategic success
• Testing validity: do you have consistency and alignment?
• Assessing what issues remain to be resolved
• Prioritizing

Focusing on Internal Business Processes
• Understanding potential new processes in the pipeline
• Stakeholder management processes
• Internal operations excellence processes
• Beyond planning: execution

Values as a foundation
• Leading through uncertainty – setting and communicating organizational goals while ensuring productivity during times of change/stress
• Using organizational values to underpin performance and communication
• Understanding peoples’ behaviours/motivators
• Translating values to actions to behaviours.

Learning, adapting and growing
• Assessing the human capital
• Assessing the information capital
• Assessing the organization capital
• Planning for changes in capital

Performance and productivity
• Assessing the human capital
• Assessing the information capital
• Assessing the organization capital
• Planning for changes in capital

Leading through coaching
• Coaching skills and methods to help your stakeholders reach their goals

Implementation: the oft-overlooked piece
• Understanding that implementation is the reason that most strategies fail
• Developing an implementation plan
• Assigning accountability
• Engaging staff for best ideas

Communications plan
• The importance of getting the message right the first time. Slow it down. Have an actual communications plan.
• Check out all the possible angles/impact. Who will be your central communication hub, the communication “linch pin”? Internal communication first, then external. Means must match the message. Remember peoples’ learning styles.
• Do employees know what your mission/vision/mandate is? Have you clearly articulated the “why” behind this strategy/plan?

Dynamic dashboarding: measuring and managing what counts
• Creating a balanced set of dashboard objectives
• Developing measures
• Completing the dashboard
• Communicating across the organization

Expert panel discussion

Venue[s] and Accommodation[s]
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:

Member Development and Support
Tel: 1-888-337-3242
Email: pld@cpacanada.ca