Ready, Set, Plan: Preparing for a Winning Strategic Plan

PlanPerfect Co-Founders Sophia Shaw and Adam Wolford lead this practical session for leaders who want to start strategic planning with clarity, alignment, and fewer surprises. They focus on the groundwork that saves time later and makes sure the plan is built to drive real outcomes.

They Cover:

• What strategic planning actually is and what it isn’t

• How to prepare your organization before the process begins

• An overview of common planning approaches and what they demand of leaders

• The early decisions that shape success: roles, scope, and how you’ll work

• Realistic timelines and pacing that nonprofits can sustain

• Helpful tools and templates to stay organized

• How to keep the plan active, visible, and useful across your organization and board