Aligning Mission and Strategy: Not-for-Profit Governance and Assurance

Overview

This video-based CPE course is included in the Not-for-Profit Certificate II Program. It can be purchased individually or as a part of the Not-for-Profit Certificate II - Governance and Assurance track.

Not-for-profits (NFPs) vary significantly in their purpose, size, and complexity, but they all have one thing in common: they exist to fulfill a societal need or accomplish a public benefit. Strategic planning helps set priorities, allocate resources, and align staff and volunteers' efforts to effectively accomplish the NFP's mission. Successful NFPs can execute a clear strategy, monitor progress and evaluate results. This CPE course offers detail-rich examples and case studies to help you apply proven techniques to strategic planning.

Note: As of August 1, 2018, course content has been updated to reflect implementation of FASB Accounting Standards Updates (ASUs) effective for most not-for-profit entities for their next financial reporting period, including those related to financial statement presentation (ASU 2016-14) and revenue recognition (ASU 2014-09 and ASU 2018-08).

Highlights

Key Topics

• Role of the NFP's governing board
• Planning considerations for each stage of an NFP's organizational life cycle
• Business models
• Strategic planning
• Consensus-building strategies

Prerequisites

Intermediate

Objectives

Learning Outcomes

• Identify the role and responsibilities of the board of directors as it relates to mission and strategy.
• Recall the steps to create a strategic plan.
• Determine how strategic planning may be applied at each stage of the NFP's life cycle.