Business and Strategic Planning - Online course

Online courses take place via Zoom and include a one hour lunch break as well as brief refreshment breaks.

Digital book (pdf) included in the course price: Business and Strategic Planning

Duration: 1 day course with break and lunch time

About

A charity lacking strategic vision and implementation is a rudderless ship. All successful organisations have robust strategies and practical delivery plans (often described as business or action plans). Many organisations spay lip service to undertaking regular strategic reviews and enacting delivery plans, which is as good as not having one at all

This workshop lays the groundwork on setting a direction for the charity aligned with its charitable objects and agreed vision. Using tools, frameworks and methodologies the workshop will assist you in creating a structure for strategic objectives, well thought through deliverables, which incorporate user requirements and ways to measure the success of the delivery

Discussions and case studies are used to illustrate the pros and cons of tools and the traps to beware of

Who should attend?

Anyone who is interested improving their strategic skills and to engage with tools, frameworks and methodologies that will assist the. Ideal for senior managers, chief executives and trustees.

Outcomes

By the end of the course, participants will be able to:

• Have an appreciation of having a vision and a structure approach to create a strategy for achieving the vision
• Understand what Theory of Change is
• Understand many practical tools to help improve deliverable options and how to prepare for grabbing opportunities and avoiding threats
• Understand risk and financial implications of the strategy
• Understand how identifying the resource requirement for the strategy allows you to create a funding strategy
• Understand tools for improving operations and ensuring better outcomes for beneficiaries whilst working on improving the sustainability of the charity

What will it cover?

• Understanding how vision and strategy interact
• Planning and delivery trajectories
• Theory of Change
• Frameworks for success
• Tools for setting strategic objectives and minimising risk
• How to consider potential delivery options
• Creating an options appraisal framework
• Building in outcomes measurement and reporting
• Finance and risk factors
• Ensuring organisational wide engagement and understanding
• Business planning
• Business plan content and structure – a blueprint for funding applications

Trainer: Uday Thakkar, DSC Associate

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