Strategic Planning: Why Some Plans Succeed and Others Fail (with Barbara Wood, Laura Rosi, and Nate Rhoton)

NPFX: The Nonprofit Fundraising Exchange

Strategic planning done poorly can be time-consuming and yield little practical benefit. Strategic planning done well provides clear direction, aligns resources with mission-critical goals, and enhances organizational effectiveness. In today’s episode, we'll explore why investing in a well-crafted strategic plan is worth your time and how it can propel your nonprofit towards greater impact and success.

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Additional Resources

IPM's free Nonprofit Resource Library: https://www.ipmadvancement.com/resources

8 Ways to Make Strategic Planning More Effective (and Fun) https://www.ipmadvancement.com/blog/8-ways-to-make-strategic-planning-more-effective-and-fun

Barbara Wood, Vice President of Development and Communications/PR at Beatitudes Campus Foundation, has served more than 25 years in fund development management and development communications. She joined the Beatitudes Campus in 2012 and feels called to serve older adults and the residents who call the campus home. She is responsible for the development and implementation of strategic plans to advance and raise funds for the campus’ strategic initiatives. She oversees and manages fundraising efforts, builds strong and successful relationships and maintains communications with donors. Previously she served at Arizona State University Foundation and A.T. Still University managing presidential and development communications and fundraising. Barbara also served as managing editor of a major Arizona business magazine and was marketing manager and financial writer for the world headquarters of a financial services institution. Barbara has won numerous national and professional awards for writing and communications excellence and has published more than 50 articles. https://www.linkedin.com/in/barbara-wood-26811b15/ https://beatitudescampus.org/

Laura Rosi, Esq. is the Chief Executive Officer at Housing Families. She is known for collaborating with government and community stakeholders to foster solutions to complex problems. Laura has worked on affordable housing and homelessness issues for more than fifteen years at Housing Families. Using this expertise, she has successfully expanded the reach of housing and mental health services for unhoused individuals and families in Malden, Medford, Everett, Chelsea, Revere, and beyond. Her passions include creating community connections, and building bridges amongst medical and healthcare providers through events like Housing Families’ Annual Legislative Breakfast. Laura is a graduate of American University of Rome and received her law degree from Suffolk University Law School. She is a board member of Metro North Housing Corporation and is a member of Urban Land Institute’s Policy Committee, and Committee on Housing and Economic Development. https://www.linkedin.com/in/laurarosiesq/ https://housingfamilies.org/

Nate Rhoton serves as the CEO for one-n-ten, an LGBTQ non-profit delivering youth services in Arizona. Following a career of fifteen years in corporate management and finance, Rhoton chose to serve the community with his nonprofit fundraising and development expertise. Serving for twelve years as the operations director and then CFO of a local construction company, he worked to expand corporate community involvement and non-discrimination protections to LGBTQ employees. Over the last decade, he has committed himself to nonprofit service, serving on the Arizona steering committee of the Human Rights Campaign, the board of the Greater Phoenix Gay & Lesbian Chamber of Commerce, The Melonhead Foundation, and as co-chair of the board of directors for Equality Arizona. Currently he serves as the chair of the Human Relations Commission for the City of Phoenix, vice chair of Leading for Change, and on the LGBTQ Advisory to the Chancellor of Maricopa County Community Colleges. https://www.linkedin.com/in/naterhoton/ https://onenten.org/

Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/

Rich Frazier has worked in the nonprofit sector for over 30 years. In his role as senior consultant with IPM Advancement, Rich offers extensive understanding and knowledge in major gifts program management, fund development, strategic planning, and board of directors development. https://www.linkedin.com/in/richfrazier/