Strategic Planning and Nonprofit Leadership Training Program

Learn clear action steps for creating, refining, and sustaining your strategic plan in order to enhance and grow your leadership effectiveness.

When: Six part training program beginning October 3, 2018
Time: 8:30am–12:30pm
Location: BSU Cape Cod, 1175 MA-28, South Yarmouth, MA

Note: The session held on November 7 will be 8:30am–3:00pm.

Application Process

Applications will be accepted through an online submission. Application deadline: September 26, 2018. This program is sponsored and funded by the Cape Cod Foundation and Cape Cod Five Cents Savings Bank Charitable Trust.

Apply now!

Your supervisor will be required to submit a Recommendation FormPDF document with your information filled in, and request that s/he complete the Form to be included in the application submission. By completing the form, your supervisor will confirm that your employer agrees to give you, the enrolled employee/student, paid release time to attend all Program classes and fully participate in the curriculum, including on-site consulting activities (Practicum). Only completed applications will be considered. Applications will not be complete until a Supervisor's Recommendation Form is received. All Supervisor Recommendation Forms must emailed to: ccpe@capecod.edu.

Questions? Contact Mary Conklin, Program Coordinator: 508.375.5010 or ccpe@capecod.edu

What this Training Program is About

Strategic planning is essential for the effective leadership and management of nonprofit organizations, particularly here on Cape Cod in our unique environment. This course will explore the key aspects of conducting an in-depth SWOT analysis (Strengths Weaknesses Opportunities and Threats). The course will also provide an opportunity for participants to learn how to build and sustain a high performance organization through strategic planning. Participants will learn a practical model for conducting successful strategic planning and will participate with our expert faculty through and on-site consultation.

All of the training program sessions will be offered from 8:30am–12:30pm at various locations on Cape Cod.

Training Program Outline

Part I: Looking Within Before Beginning the Strategic Planning Process
Instructor: Nicole Rivers, Associate Director, The Moakley Center for Public Management, Suffolk University

Date: Wednesday, October 3, 2018, 8:30am–12:30pm
Location: BSU Cape Cod, 1175 MA-28, South Yarmouth, MA

  • Mission, Capacity and Authorizing Environment (Mark Moore’s Strategic Triangle)
  • Linking Mission to Impact
  • Building Program Logic Models
  • Distinguishing Outputs from Outcomes
  • Measuring Impact


Part II: The Nonprofit Strategic Planning Process: Step-by-Step
Instructor: Michael T. Lavin, PhD, Senior Fellow, The Moakley Center for Public Management, Suffolk University

Date: Wednesday, October 10, 2018, 8:30am–12:30pm
Location: BSU Cape Cod, 1175 MA-28, South Yarmouth, MA

  • The Strategic Planning Process in a Nutshell: Conditioning Change Step-by-Step
  • Database Collection and Compilation: Timeline, Techniques, Outcomes
  • Analyzing Databases: Statistics, Findings, Report Writing
  • Organizing/Defining Strategic Planning Goals and Objectives: Interacting with Principles, Clients, and Stakeholders
  • Preparing, Documenting, Presenting, and “Selling” the Action Plan
  • Implementing Change and Then What?


Part III: Conducting an Effective SWOT Analysis
Instructor: Jennifer Reid, Director, BSU Cape Cod, Visiting Instructor Bridgewater State University, Political Science, and Salem State University, Higher Education

Date: Wednesday, October 17, 2018, 8:30am–12:30pm
Location: BSU Cape Cod, 1175 MA-28, South Yarmouth

In this session participants will learn how to effectively conduct a SWOT analysis. Think of it as your annual State of the Organization. Having it will allow you to keep your organization running smoothly, anticipate problems, work on necessary changes or improvements, and make smarter decisions throughout the year. Basically—an annual SWOT analysis will keep you from losing touch with your important stakeholders. In this session you will learn how a SWOT will help you to examine internal and external factors that may impact your organization such as organizational culture, customer or client base, volunteer or board relationships, staff, partnerships, competition, market trends, and assets/liabilities.


Part IV: Real World Practicum: On-Site Strategic Planning
Consultants: Professors Rivers and Lavin

Dates: October 22–26, 2018
Location: On-Site

On-Site Consulting Activities:

  • Assess Linkage between Organizational Mission and Logic Modeling Change
  • Define/Anticipate Outputs vs. Outcomes
  • Adopt Applied Measure Techniques
  • Initiate The Strategic Planning Process: Establish Local Timelines, Responsibilities, and Activities
  • Define the Meaning of “Becoming a Change Agent”


Part V: Strategic Fundraising
Instructor: Georgia Carvalho, Grant’s Director, Cape Cod Community College

Date: Wednesday, October 31, 2018, 8:30am–12:30pm
Location: BSU Cape Cod, 1175 MA-28, South Yarmouth, MA

Strategic planning and fundraising are two of the biggest challenges for non-profits. Organizations that connect the two and use fundraising as an opportunity to finance the good work they want to do are more effective and more sustainable. This session will explore how to develop a fundraising plan based on the organization’s mission, SWOT analysis, and strategic plan. Participants will have the opportunity to outline a funding plan that supports their organization’s strategic goals and includes action steps, timelines, and measurable goals.


Part VI: Wrap-up and Review: Nonprofit Strategic Planning
Instructor: Melinda Ailes, Strategic Planning Instructor, Cape Cod Community College

Date: Wednesday, November 7, 2018, 8:30am–3:00pm
Location: BSU Cape Cod, 1175 MA-28, South Yarmouth, MA

You will leave this seminar with clear action steps for implementing, refining and sustaining your strategic plan and enhancing your leadership effectiveness. Using an experiential and problem-solving approach, you will be able to answer the following questions:

  • How do I create and implement my strategic plan?
  • How do I utilize metrics to achieve desired outcomes?
  • How do I improve my own leadership abilities?
  • How do I effectively engage people to produce our desired organizational results?

The Strategic Planning and Nonprofit Leadership Training Program is offered in partnership with The Moakley Center for Public Management at Suffolk University, The Center for Corporate and Professional Education at Cape Cod Community College, and Bridgewater State University Cape Cod. This training program is sponsored and funded by The Cape Cod Foundation and Cape Cod Five Cents Savings Bank Charitable Trust.

Offered in Partnership With

Logo for the Moakley Center for Public Management at Suffolk University

Moakley Center for Public Management at Suffolk University

Logo for the Center for Corporate and Professional Education

Center for Corporate and Professional Education

Logo for the Bridgewater State University Cape Cod

Bridgewater State University Cape Cod

Sponsored and Funded By

  • Cape Cod Foundation
  • Cape Cod Five Cents Savings Bank Charitable Trust