Public Sector CoP - Strategic Planning in Non-Commercial Organizations

Location: Matrix Resources, 7001 Weston Parkway Suite 100, Cary, NC 27513

02-21-2018 5:30 pm -7:30 pm (5.30-6.00 Registration, Food, Drinks & Pre-meeting Networking)

 

 

 

 

 

 

 

Speaker: Joel Zimmerman Ph.D.

Abstract:   A strategic planning process takes 3-18 months for most organizations. It requires a detailed project plan and well-managed implementation. The result of strategic planning is, of course, a program plan for the organization, which will likely spin off many smaller programs and projects. Since many public-sector organizations and most nonprofits have no special staff expertise in project management, it is no surprise that many of them suffer through the strategic planning process. Even when a plan is created successfully, many subsequently fail to implement successful programs. In this presentation, I will talk about my experience working with strategic planning in non-commercial organizations, describing common problems and critical success factors for strategic planning in public-sector and nonprofit agencies.

Learning Objectives:  Attendees will get a better understanding of the following:

• Strategic planning process
• Strategic planning pitfalls and how to avoid them
• Critical success factors for strategic planning

 About the Speaker: Joel Zimmerman Ph.D.

Joel’s specialties are organization development, training, group facilitation, and team building. His 40-year career includes experience working with commercial and nonprofit organizations, focused on helping organizations and their staffs grow, develop and succeed.

For many years Joel managed large IT project teams within financial service companies. Most recently he was an organization development consultant and training instructor for the Wounded Warrior Project. Prior to that, he was a nonprofit management consultant for CDR Fundraising Group.

Now officially retired, Joel provides about 1200 hours per year of skills-based volunteer work for nonprofit organizations. Among other assignments, he is currently President of the Board of Directors for Wake County Senior Games, a founding member of the Warrior Rising Board of Directors, and an instructor for the underage drinking prevention program for Mothers Against Drunk Driving.

As pro bono consultant for the Executive Service Corps of the Triangle, Joel leads board and staff retreats, strategic planning projects, and board development training. He coordinates three of ESC’s recurrent training programs for nonprofit boards and staff.

Joel holds an M.A. in organizational design and effectiveness from Fielding University, an M.S. in industrial psychology from Purdue University, and a Ph.D. from Northwestern in the field of experimental psychology.