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Field Guide to Nonprofit Strategic Planning and Facilitation
(4th Edition, April 2018)
by Carter McNamara, MBA, PhD, partner in Authenticity Consulting, LLC
Includes numerous worksheets about all aspects of strategic planning that you can promptly download and use with each of your planners.
"The guidebook is awesome!"
(Book review by Jane Garthson)
Updates Included in This 4th Edition!
This 4th Edition published in July 2018 is your up-to-date resource for facilitating successful strategic planning. It includes many more guidelines and resources to:
This Fourth Edition includes numerous additions that keep the Field Guide up-to-date as well as suggestions from numerous readers over the years since the Third Edition. Major additions include:
Why Should You Buy This Strategic Planning Book?
Focus of Guidebook
When members of nonprofit organizations struggle with their strategic planning process or their plan ends up not being useful at all, it is rarely because their planning process did not include state-of-the-art techniques in facilitation or the latest models in strategic planning. Rather, it is because their process 1) did not completely suit the nature and needs of the nonprofit and 2) did not thoroughly address all of the most critical, "core" aspects of strategic planning.
Guidelines in this guidebook are focused on customizing and implementing an organization- or program-wide, strategic planning process for a nonprofit organization. Guidelines will show you, step-by-step, how to conduct a very complete, simplified (not simplistic!) strategic planning process that is very realistic, flexible and suited to the nature of the typical nonprofit organization. Guidelines are useful to cultures that prefer highly rational approaches to planning or more naturalistic and unfolding (organic) approaches.
One of the best ways to ensure that the strategic planning process is highly effective is to ensure that facilitation of the process is highly effective as well. Therefore, this guidebook also provides complete, step-by-step techniques and tools for facilitating every aspect of nonprofit strategic planning -- one of the few strategic planning books, if any, to include that information for facilitators.
The book is organized so that the reader can use it to conduct a complete strategic planning process, or it can be used as a reference manual to address certain phases of planning when needed.
Content of Guidebook
PART I of the guidebook includes guidelines to help the reader gain clear understanding of the strategic planning process, including how it guides the direction, structure and operations of all facets of nonprofit organizations. Ultimately, from reading this section, the reader realizes the importance of customizing the strategic planning process to suit the nature and needs of the typical nonprofit organization.
PART II includes complete, step-by-step guidelines to customize a strategic planning process that is relevant, realistic and flexible. Guidelines make frequent reference to numerous practical tools and techniques spread throughout the guidebook. The planning process is divided into six overall phases, including:
PART III is a Toolkit for the facilitator of the nonprofit strategic planning process, whether the facilitator is internal or external to the organization. Specific procedures are included for the most useful techniques used in facilitating nonprofit strategic planning. Guidelines suggest which technique to use and when. The techniques are referenced throughout the book, as well. The section ends with numerous guidelines and tips about how to address the most common challenges that can arise during facilitation of strategic planning.
Appendices include numerous resources for strategic planners, including:
You Can Use this Guidebook to Learn About:
This guidebook will be extremely useful to you, whether:
This guidebook will also be extremely useful to you if you are:
Our Other Useful Nonprofit Publications
Other Authors' Publications for Nonprofit Organizations
Our Nonprofit Strategic Planning Facilitation and Training
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