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Strategic Planning 101

January 23, 2020 @ 9:00 am - 12:00 pm

Strategic planning is an essential process to examine your organization’s mission, vision and values as well as long term goals, strategies and action plans to reach them. In this seminar, we will detail the steps towards a successful strategic plan, what a good strategic plan is (and is not) and best practices to both build and execute a strategic plan.

 Learning Objectives:

Students who attend this workshop will:

  • Know the importance of having a strategic plan or conducting a strategic planning process
  • Understand the building blocks of a strategic plan
  • Be able to conduct a strategic planning process
  • Be aware of pitfalls to strategic planning and how to avoid them

 Course Outline:

What is a Strategic Plan and Why Its Important
What a Strategic Plan is (and Is Not)
Steps to a Strategic Planning Process
Timing is Everything – How (and When) to Get Started
Who Is Involved and Roles
What Should be Included in Building Your Plan (That Often is Not)
Letting Go of the Sacred Cows
How to Stay Off the Shelf – Build and Maintain the Plan

Program Level: Basic
Prerequisites: None
Instructional Method: Adult In-person classroom
Social Worker CEU Credits: 3 hours

Cost: $65 members / $115 non-members

Please note: Registration closes two days prior to the class.

All registrations are subject for approval.






Whitney Strauss

In her role at Sunwest Communications, Whitney works directly with the nonprofit and corporate social responsibility division team to expand services including strategic planning, fund development planning and process management focusing on civic projects, corporate social responsibility impact, foundations and nonprofit organizations.

Prior to Sunwest, Whitney has had an extensive background in nonprofit and corporate social responsibility leadership including roles at the AdvoCare Foundation, March of Dimes, Greenhill School, Lockheed Martin, Dallas Regional Chamber and U.S. Department of Education.

In addition, Whitney is also a published children’s book author of the series “My Sweet Child Born in….”.

Whitney currently serves on the Board of Directors for TexProtects, The Concilio and Texas Ballet Theater. She and her family are also very involved with the North Texas Food Bank raising funds and awareness for the Food 4 Kids program and Stop Hunger Capital Campaign.

The Dallas Business Journal and the Dallas Furniture Bank have awarded Whitney the top 40 under 40. She was also awarded the Community Servant of the Year by HOBY North Texas.


January 23, 2020
9:00 am - 12:00 pm
Event Category:


CNM Dallas (Suite 250)
6688 N. Central Expressway, Suite 250
Dallas, TX 75206 United States
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