Strategic Planning: More than Just a Document

Tuesday, November 12, 2019 - 12:00pm to 1:00pm
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Critical components of nonprofit board governance are determining strategic direction and providing oversight. While strategic planning falls squarely within these responsibilities, it is often dreaded and misunderstood by nonprofit boards. With the right process, it can actually increase board engagement and even be (dare we say) fun. Your strategic plan is the roadmap for programmatic and financial sustainability. Don’t take shortcuts that can sabotage your efforts. Go beyond a basic work plan or one-day, self-led retreat and learn the most effective processes and practices for strategic planning success.


Emily Davis, Senior Governance Consultant, BoardSource

Emily Davis is the president of Emily Davis Consulting, author of Fundraising and the Next Generation, a BoardSource senior governance consultant, and a 21/64 multigenerational family philanthropy certified advisor. She serves nonprofits and philanthropists through planning, facilitation, and publications on board governance, philanthropy, multigenerational issues, and nonprofit startup management.

Emily has served in board and staff leadership roles for local, national, and international direct service and grantmaking nonprofits. She also has served as a founder, grantmaker, and volunteer across a wide variety of organizations locally and nationally. She has a master’s degree in nonprofit management from Regis University and is certified in Essential Facilitation. Emily was named one of the 40 Under Forty in Boulder Valley (CO) in 2015.

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