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Strategic Planning for your Trade and Non-Profit Professional Association

"Do more of what works and less of what doesn't."
Steve Clark

Just like any nonprofit or for-profit organization, nonprofit trade and professional associations should regularly undertake a strategic planning process to achieve long term goals and fulfill their mission for their various stakeholders.

This is an essential way for these organizations to improve member satisfaction, increase staff morale, increase financial sustainability and strengthen the brand itself (Board Source, 2024).

A regular strategic plan is a very important component of stewarding the stakeholders.

However, a strategic planning process doesn’t stop with a bound copy of your document. Rather, any strategic plan should be a living document, not a publication collecting dust on a shelf. This plan should be communicated with organizational stakeholders, it should drive operational planning, and evaluation efforts should be ongoing. These should be audited at least once a year at the Annual Meeting, more so if the organization is going through significant change (Kenny, 2018).

These steps are just as important as the all of the preparation and planning in the beginning so that your leadership can maximize its significant investment of time, money and other resources (Damico, 2018).

Woodland Strategies empowers organizations to be strategically agile. We utilize current research and leading-practice models to approach strategic planning and execution. This includes environmental scanning, establishing strategic goals and priorities, developing implementation strategies and change initiatives, performance measurement and evaluation, and communicating strategy and performance to diverse categories of stakeholders. These initiatives are framed within the context of competitive and ethical challenges. Kick off the New Year with a new vision! Get started today!

Contact Woodland Strategies, a professional consulting firm in Minneapolis to assist you in the New Year with a new strategic plan for your trade or professional association!

Board Source. Six Characteristics of Effective Boards. Retrieved online January 2, 2024. https://boardsource.org/resources/six-characteristics-of-effective-boards/ 2024. Damico, A. Going for the Goal: Putting a Strategic Plan into Practice. Retrieved online January 2, 2024. https://www.asaecenter.org/resources/articles/an_plus/2018/march/going-for- the-goal-putting-a-strategic-plan-into-practice March 6, 2018. Kenny, G. Six Steps to Make Your Strategic Plan Really Strategic Retrieved online January 2, 2024. https://hbr.org/2018/08/6-steps-to-make-your-strategic-plan-really-strategic August 7, 2018.

This article or any other promotional material(s) from Woodland Strategies, Inc. is in no way intended to be a comprehensive plan.

Please note all markets, circumstances, and results vary. Any strategic plan or marketing initiatives must follow all State and Federal laws and regulations, accordingly.

Please contact us directly for a complete assessment and plan for your individual organizational needs.

Ten Steps to a Successful Strategic Plan

Strategic planning is a significant undertaking. It requires energy, creativity, time and money. Your resources are important and limited. Get what you want! This is what we do at Woodland Strategies. Here are a few tips as you consider your upcoming planning project.

Choosing the Right Consultant

Consultants can provide valuable service and offer an objective perspective to assist organizations and team members in a variety of areas. Woodland Strategies, a business consulting firm in Minneapolis, MN, offers an assortment of consultancy services including Strategic Planning, Marketing Strategy, Development and Fundraising Strategy, and also Leadership Coaching.

How long does a typical strategic planning process take?

This is a question we are regularly asked at Woodland Strategies. Typically, a full strategic planning process can take up to six to eight months, depending on how in-depth the organizational planning team wants to take things.Your messaging – your values, mission and vision statements – can, and should, last between eight and twelve weeks. This is really the most fundamental part of your plan. It should never be rushed.

Succession Planning for Your Nonprofit Board

Leadership transitions within organizations can be anticipated or be quite sudden. Transitions may be due to a personal change for a board member or staff, or they may be the result of a thoughtful and long-term decision to make a change. If you are looking to keep your nonprofit sustainable, you will want to be sure that you have a written succession plan ready to go.