Handouts / Downloads in CDI's Virtual Series:
Facilitating Strategic Planning
(The following is a list of all of the tools provided in the Series.
It is not a list of all of the topics covered in the courses -- numerous
other topics are covered, as well. The videos in the courses specify which
tool to use and when during the Series. See each course's Learning Objectives.
Click on the course's name below.)
- How to Draft a Basic Contract for Facilitation
- How to Know When to Facilitate, Train or Coach
- How to Acculturate Groups
- How to Design Groups for Successful Facilitation
- Basic Guidelines for Effective Meeting Management
- Common Techniques in Facilitating Groups
- How to Enhance Participation in Groups
- How to Achieve Group Consensus in Decisions
- How to Intervene in Groups
- How to Manage Conflict in Groups
- An Overview of Sensible Strategic Planning
- Eighteen Tips to Enhance Your Strategic Planning
- Comparison of For-Profit and Nonprofit Strategic Planning
- Glossary of Strategic Planning Terms
- Template to Customize Your Strategic Planning Process
- How to Ensure You Are Really Ready for Strategic Planning
- How to Organize Your Strategic Planning Committee
- How to Ensure Your Board is Involved in Strategic Planning
- How to Select the Best Model for Your Strategic Planning
- How to Plan the Facilitation Role
- How to Match Your Strategic Planning to Your Cultures
- How to Train Planners About Their Strategic Planning Process
- How to Get Strong Buy-In to Your Strategic Planning
- How to Budget for Your Planning
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Depending on the planners' customized planning process, they
might skip or emphasize some of these activities or have different
names for them.
Clarifying Your Strategic Purpose
(Who Are You Now?)
- Adaptable Template for Documenting Your Strategic Plan
- Common Techniques in Facilitating Strategic Planning
- How to Plan Your Mission, Vision and Values Statements
- How to Develop Your Mission, Vision and Values Statement
Analyzing Your Situation
(Where Are You Now?)
- How to Take a Wide Look Outside Your Organization
- How to Take a Good Look Inside Your Organization
Selecting Your Strategic Priorities
(Where Do You Want to Go?)
- How to Decide Your Most Important Strategic Priorities
- Useful Strategic Goals to Develop Your Organization
- Useful Actions to Survive Tight Times
Depending on the planners' customized planning process, they
might skip or emphasize some of these activities or have different
names for them.
Developing Your Action Plans
(How Will You Get There?)
- How to Write Accurate and Useful Action Plans
- How to Conduct a Reality Check of Your Action Plans
Writing Your Plan Document
(Do You All Agree On That?)
- How to Draft a Financial Plan from Your Strategic Plan
- How to Write Your Strategic Plan Document
- How to Ensure Your Strategic Plan Document is Complete
Implementing Your Plan
(How Are You Doing Now?)
- How to Ensure Your Strategic Plan Will Be Implemented
- How to Communicate Your Strategic Plan
- How to Monitor, Evaluate and Change Your Strategic Plan
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