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Lilly Family School of Philanthropy

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  • Strategic and Operational Planning for Nonprofits

Strategic and Operational Planning for Nonprofits

Learn clear action steps for refining and sustaining your strategic plan and enhancing your planning effectiveness.

Certificates: Nonprofit Executive Leadership,

Course Dates
LocationDatesCostRegister
Online (Asynchronous)August 04, 2025 - August 31, 2025$1,395.00Register
IU IndianapolisOctober 09, 2025 - October 10, 2025$1,295.00Register
IU IndianapolisApril 16, 2026 - April 17, 2026$1,295.00Registration opening soon
IU IndianapolisSeptember 15, 2026 - September 16, 2026$1,295.00Registration opening soon
Online (Asynchronous)October 05, 2026 - November 01, 2026$1,395.00Registration opening soon

Course Details

Please review the attendance policy and cancellation/transfer policy before registering.

Schedule

Strategic and Operational Planning for Nonprofits is offered 1-2 times a year in-person and online.

In-person

The in-person class is two days in length.

Day 1: 8:30 a.m.–4:30 p.m.
Day 2: 8:30 a.m.–4:30 p.m.

Day 1 Agenda
TimeActivity
8:30-10:00Introductions and Course Objective
Experience with strategic planning (Small Group, Report Out)
10:00-11:30Critical Questions to Address before Planning Begins
11:30-12:30Lunch on your own; Campus options or bring your own.
12:30-3:30Key Components of Effective Strategic Planning
Stakeholder Input
Pre-Planning Data Collection
3:30-4:30Reflection, applying to your organization
Day 2 Agenda
TimeActivity
8:30-9:00Regroup and Reflections
9:00-10:00Relationship between organizational culture and planning
10:00-11:30Using Data to Meet Planning Objectives
Measures for Success
11:30-12:30Lunch on your own; Campus options or bring your own.
12:30-2:30Session Design template
Creating the Implementation Tools
Communication and Monitoring the Plan
The Final Report
2:30-3:30Capstone Exercise: bringing it all together
3:30-4:30Reflection, Evaluation, Wrap Up and Depart

Online (Asynchronous) Schedule

The asynchronous online course is four weeks in length.

Each week you’ll have a course module to complete. Each module consists of:

  • readings (available in PDF format)
  • viewing a pre-recorded narrated presentation
  • engaging in forum discussions with others
  • and submitting assignments.

More details about the online format and requirements may be viewed here.

Week 1: Introductions and Foundations of Planning
Lesson Overview and Readings
Narrated Presentation
Assignment: Background and Scope
Discussion: Experience with the Strategic Planning Process

Week 2: The Strategic Planning Process
Lesson Overview and Readings
Narrated Presentation
Assignment: Setting the Table for Stakeholders through Planning Setup
Discussion: Mission Statement Evaluations

Week 3: Using Data to Meet Objectives
Lesson Overview and Readings
Narrated Presentation
Assignment: Aligning Your Planning Objectives with Data
Discussion: Using Data in Strategic Planning

Week 4: Putting it All Together
Lesson Overview and Readings
Narrated Presentation
Assignment: Capstone Exercise
Discussion: Strategic Communication
Course Evaluation

To successfully complete the course, all coursework must be completed and submitted no later than Sunday of week 4 at 11:59 p.m. ET. This is a firm deadline and late work will not be accepted.

Location

The location next to each course date indicates if the course is being held in-person or online.

The in-person class is held on the IU Indianapolis campus. Please click on the location name for further details and recommended hotel accommodations.

Registrants will receive complete course logistical information upon registration.

CFRE Education Points

Full participation in many of The Fund Raising School’s courses fulfill education point requirements for Category 1.B-Education of the CFRE International application for initial certification and/or recertification.

Strategic and Operational Planning for Nonprofits qualifies for 13.0 CFRE Education Points/Hours.

IMPORTANT REGISTRATION NOTE: Tuition payment is due before the class begins and may be paid by credit card or check. All cancellations and transfers are subject to an administrative fee of $275.

The Fund Raising School, an international leader in fundraising training and professional development, and IU Executive Education at the O’Neill School of Public and Environmental Affairs, a nationally ranked leader in nonprofit management education, are pleased to announce this course offering. It is one of four required courses for the Certificate in Nonprofit Executive Leadership.

What this course is about

Strategic planning is essential for the effective leadership and management of nonprofit organizations, particularly in volatile and uncertain operating environments. This course will explore key aspects of building and sustaining a high performance organization through strategic planning. Participants will learn to conduct successful strategic planning. In the process, participants will create improvement plans for revising and updating existing strategic plans. Topics include:

  • Leading and managing the process of strategic planning
  • Engaging board, staff and other stakeholders
  • Leading and measuring implementation of the strategic plan

How will this course help you?

You will leave this seminar with clear action steps for refining and sustaining your strategic plan and enhancing your planning effectiveness. Using an experiential and problem-solving approach, you will be able to answer the following questions:

  • How do I improve my strategic plan?
  • How do I utilize metrics to achieve desired outcomes?
  • How do I effectively engage people to produce results?
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