Strategic Planning

Nonprofit organizations are being challenged more than ever by impatient donors and community stakeholders to achieve greater impact on the significant issues and problems evident throughout our neighborhoods and communities. Strategic planning is a systematic approach that engages the leadership and critical partners to develop a plan for the future that outlines specific strategies, tactics, and measurable outcomes. If nonprofit organizations are to survive and thrive, they need to think and act strategically.

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Learning Objectives

• Understand key concepts of strategic planning, facilitation, and community engagement for nonprofit organizations; 
• Gain insight to methodology and framework for analyzing data to develop strategy;  
• Learn how strategic planning fits within the governance and management roles / responsibilities of nonprofit organizations;  
• Understand the role of those in authority positions and those without authority in guiding the strategic planning process; and 
• Recognize and learn how to engage the community to achieve social change.

Target Audience

Nonprofit leaders — President, CEO Executive Director, Deputy Director, Director of Operations, Development Director, Finance Director or CFO, etc. Additionally, board members and executive committee members of the board are welcome. 

About the Presenter

Dr. John D. Lloyd is an executive-level professional with 18+ years of leadership and management experience in strategy consulting and organizational development in the nonprofit and for-profit sectors. Dr. Lloyd has proven experience partnering with senior level executives, boards, and staff members on short-term and long-term organizational development objectives. Dr. Lloyd is currently serving as an Interim Executive Director for AsylumConnect, an international social advocacy and civic engagement nonprofit organization focusing on LGBTQIA+ asylum seekers and members of the community. Prior to AsylumConnect, Dr. Lloyd served as Interim Executive Director, Boston Education Skills & Training (BEST), and Executive Director, Dudley Street Neighborhood Initiative (DSNI), two Boston based nonprofit organizations. Prior to serving as a nonprofit leader, Dr. Lloyd, co-founded and led Vanguard & Associates from 2009-2018, a strategy consulting practice focused on providing strategic planning and organizational development services in the nonprofit and private sectors. Engagements included conducting intake interviews, focus groups, analyzing client inputs, synthesizing conclusions, and developing recommendations for implementation. Dr. Lloyd is currently an adjunct faculty member at Boston University, Boston College, and Simmons University. He is also on the Board of Directors, African Economic and Community Development Foundation, serving as its Chair, Strategic Planning Committee. Dr. Lloyd holds an Ed.D. in Organizational Learning and Development, University of Pennsylvania, an MBA, Bentley University and BS, Plymouth State University. A native of Sharon, Massachusetts, John currently lives in Randolph with his wife, Dr. Wanda Montañez and their yorki-poo Cinco.