Organizational Strategy & Planning (Spring 2021)

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A nonprofit’s strategy is a critical factor of whether it will be successful. Although nonprofits are not concerned with maximizing shareholder value, establishing effective organizational strategies is the key to a nonprofit’s ability to effectively deliver on its mission. A Nonprofit’s strategies determine how they will execute their programs and services in order to achieve the overall vision of the organization. Establishing your strategy will help your nonprofit achieve its goals and take steps towards meaningful impact.

By the end of this session, you will be able to:
  • Have a framework for organizational strategy to your nonprofit
  • Explain how strategy works in a nonprofit context
  • Discuss how strategies develop from an organization’s mission, vision and values
  • Describe the strategic planning process of a nonprofit and the role of nonprofit leaders in that process.
  • Learn how budgets are interrelated with nonprofit strategic planning
  • Explain what makes a strategic plan successful

    About the Presenter



    As a social entrepreneur and mission‐driven leader, Robert Santana believes that being a nonprofit is a tax status, not a business strategy. Robert’s approach to transforming his organization through this mantra has led him to benchmark against best practices from all industries and specifically key strategies that are deployed in the for profit sector. Robert’s passion to impact the lives of young people led him to the Boys & Girls Club, where for the last 15 years he has spent transforming his organization, innovating in his industry, and challenging the status quo. In June of 2016, Robert led the successful merger with another organization to introduce the Boys & Girls Clubs of Central Orange Coast serving the youth of Santa Ana, Costa Mesa, Newport Beach, Irvine, & Orange. In June of 2018, Robert led the successful acquisition of YEP for Kids, a STEM nonprofit focused on coding & engineering youth programs.

    Robert started at the Boys & Girls Club as a volunteer mentor after a career in Law Enforcement and quickly saw the potential for what the Club could become. Under Robert’sleadership, the Club has expanded from a single site with 12 staff and 130 kidsto almost 165 staffserving over 9,000 children annually across 64 sites. In addition to the expansion ofsites and staff,the Boys & Girls Clubs of Central Orange Coast has also introduced innovative strategies such as their Impact Model, Family Strengthening Initiative, Early Literacy Intervention, College Bound, and most recently a coding and robotics initiative. Robert’s message to the Staff and Board is that he doesn’t just want Club Members to be college and career‐ready, he wants all Club Members to be global‐ready.

    Cancellation Policy

    As a courtesy to our trainers, all cancellations must be made by phone or email at least 48 hours in advance to receive a full refund. No refunds will be given for late cancellations or no-shows for any course. For organizations with an Annual Learning Subscription, cancellations made past the 48-hour grace period will result in a $25 late cancellation fee. If you do not cancel your registration and miss the training, you will be charged a $50 no-show fee.

Purchase $100 / Non-Member

Organizational Strategy & Planning (Spring 2021)

Course Sessions:

  • Instructor/Facilitator: OneOC Training Instructor
  • 02/11/2021
  • 9:00 AM - 1:00 PM
  • Timezone: Pacific Standard Time
  • Location: Virtual Zoom Training. You will receive the Zoom Link prior to the training date by email.
  • Maximum Seats: 25
  • Available Seats: 25