Free Planning to Plan Video Series

Since launching PlanPerfect, we’ve seen one truth play out again and again: the hardest part of strategic planning isn’t writing the plan—it’s starting. Many nonprofit leaders know they need clarity and alignment, but get stuck before the process even begins.

That’s why we created the Planning to Plan Video Series—a short, practical set of videos that walks you through the very first steps of getting ready for strategic planning.

This isn’t a full framework or an overwhelming methodology. It’s the pre-work. Inside the series, you’ll find guidance on:

• How to set the right foundation before you dive in

• Which conversations to have with your board and staff at the outset

• The initial questions that surface goals, priorities, and alignment

These videos are led by Sophia Shaw, who has guided dozens of organizations through strategic planning, and they bring the same structure we use with nonprofits across the country. Whether you’re new to planning or looking to re-start with more intention, this series is designed to meet you at the starting line.

👉 Access the free video series here

If your organization is ready to move beyond preparation into a fully built, living plan, you can book a demo with our founders here to see how PlanPerfect supports organizations at every stage.