HOME | ABOUT US | CONTACT |

Register Button

Strategic Planning for Tribes and
Tribal Organizations


Date: February 18 - 19, 2021
Time: 12:30 p.m. EDT; 11:30 a.m. CDT; 10:30 a.m. MDT; 9:30 a.m. PDT; 8:30 a.m. AKDT
Duration: 4 Hours/Day
Location: ONLINE - VIRTUAL TRAINING
Tuition:   $849

EARLY BIRD/GROUP RATES THROUGH FEBRUARY 4, 2021:
1-2 registrants = 10% off.
3-5 registrants = 20% off.
6 or more registrants = 25% off. For information on Private Group Training, please call 1-800-992-4489, ext.119.

GROUP RATES AFTER FEBRUARY 4, 2021:
3-5 registrants = 10% off.
6 or more registrants = 15% off. For information on Private Group Training, please call 1-800-992-4489, ext.119.

This offer applies to new registrations only. Students must register at the same time and payment must be made at the time of registration. No other discounts may be applied. When registering online, please select CODE: 21EA0218 from the registration form drop down list for the question, “How did you first hear about this product?” If registering by phone, please mention CODE: 21EA0218.

Attend this LIVE, ONLINE TRAINING presented by our expert, who will be using all the interactive training tools used in the classroom and more. You’ll be able to ask questions, respond to polls, and collaborate with others. Don’t let anything interrupt your training needs. Join us online and experience a different way of learning! Please click here for Virtual Training FAQs.


The ability to plan with accuracy and foresight is the cornerstone of success. Strategic planning is important at all levels of any organization, and it’s a team process. In this hands-on class, you’ll examine the unique role that tribal culture plays in the planning process. Learn what tools you can use to analyze your organization and its needs and how to develop a strategic plan.

During this class, you’ll learn how to conduct a strategic planning session, how to prepare for the session and steps to take after the session. As you discover ways to establish a direction for your organization, you’ll also understand how to evaluate the plan’s success and make necessary modifications.

We recommend that you purchase the book, "Strategic Planning for Nonprofit Organizations" to compliment your learning experience.


T O P I C S   I N C L U D E
A Native Perspective on Planning
  • Identifying community needs
  • Pursuing common goals
  • Determining your tribal organization’s strategic posture
Crucial Differences in the Planning Process
  • Non-Native corporations
  • Native corporations and organizations
Getting Ready
  • Identifying reasons for planning
  • Setting up your planning process
  • Developing a plan for gathering information from stakeholders
  • Ensuring you'll meet organizational needs
Articulating the Mission, Vision and Values
  • (Re-)writing your Mission Statement
  • Writing your Vision Statement
  • Articulating fundamental values
  • Understanding how mission, vision and values relate
Assessing Your Situation
  • Reviewing history, scope and scale of the organization
  • Preparing a descriptive profile of operations
  • Gathering information from stakeholders, documents and other sources
  • Summarizing information in a Situation Assessment
Agreeing on Priorities
  • Analyzing data, reviewing progress and updating the workplan
  • Business planning tools
  • Future Growth Strategies
  • Program Portfolios
Writing the Strategic Plan
  • Creating goals and objectives
  • Understanding financial implications
  • Writing the strategic planning document
  • Adopting the Strategic Plan
  • Next steps
  • Avoiding common obstacles
Implementing the Strategic Plan
  • Planning to manage change
  • Developing a detailed Annual Operation Plan
  • Sample Operating Plan
Evaluating and Monitoring the Strategic Plan
  • Evaluating the Strategic Plan and the process
  • Monitoring the Strategic Plan
  • Updating the Strategic Plan
  • Life after the Strategic Plan

*Topics subject to change.

Click here to find out how you can bring a Falmouth Institute seminar to your location!
© Copyright 2020 | Terms of Use | Privacy Policy