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Planning to Succeed: How to Leverage Strategic Planning Tools in your Grants Office

August 20, 2020, 1pm CST

Grant Professionals Association Webinar

Presenter: Kristin Raack

Strategic planning is often associated with a dusty binder that is irrelevant to most nonprofit staff members. However, the tools and approaches used in a well-facilitated strategic planning process can be easily applied to any type of planning process.

Whether you’re a one-person shop or part of a large development team, you can benefit from employing strategic planning best practices in your work. Learn how to use these tools to create an annual grants plan, grow your grant department, or draft a robust fund development plan. Not only will these approaches increase your efficiency, but they also help you capture valuable metrics to demonstrate your impact to the organization.

By the end of the session, participants will:

  • Be familiar with the basic process of strategic planning and the components of the written plan;

  • Understand ways to creatively leverage these tools in their daily grant work;

  • Envision the steps necessary to create a more proactive (rather than reactive) grants office;

  • Recognize opportunities to use these approaches when the unexpected happens (e.g. COVID-19, executive transition, program model change, funding shortfall, etc.) to reassess and/or update existing plans;

  • Identify specific areas to apply this learning immediately in their current position; and

  • Be equipped to play a leadership role in an organization-wide strategic planning process.

By demystifying the strategic planning process and becoming familiar with the associated tools, you will be poised to help your organization achieve its goals.


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