Aligning Mission and Strategy

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1.5 Credits

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 have the ability to execute a clear strategy, monitor progress and evaluate results.


  • Identify the role and responsibilities of an NFP's governing board 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.

Major 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

Designed For

CPAs, financial professionals and NFP staff and board members looking to deepen their existing knowledge of NFP financial responsibility, and set themselves apart as a leader in this field
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