LEADERSHIP LEARNING LAB: The Business Behind Strategic Planning

In Person\On Site | Available

4/8/2025 (one day)
9:00 AM-12:30 PM EST on Tue
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LEADERSHIP LEARNING LAB: The Business Behind Strategic Planning

In Person\On Site | Available

Your strategic plan is an important document for your agency and is also used by potential donors, grantors, key stakeholders, and others interested in your organization. However, a strategic plan is not created in a vacuum, and many components must coalesce to successfully execute and implement your strategic plan. This seminar emphasizes the importance of leadership, sound foundational and operational components, risk management, performance management, and strategic planning as areas critical to your success. More details are below:

Running a successful nonprofit (business) is a multifaceted endeavor, and as a leader in your organization, you must have a working knowledge of all aspects of your nonprofit. This two part 3-3.5 hour seminar emphasizes the importance of operations, risk management, performance management, and strategic planning as areas critical to your success and how these components must coalesce to successfully execute and implement your mission, vision, and strategic goals.

In Part 1, we identify “best in class” businesses practices, look at the role of leadership in an organization, followed by the foundational, structural, and operational aspects needed to be “best in class.” After a discussion on risk and risk management, we move on to Part 2 and focus on strategic planning, SMART goal development, and setting metrics and targets.

Hands on exercises are used to identify organizational gaps, identify key risks, fine-tune mission and vision statements, and develop SMARTS goals and metrics/targets.

WORKSHOP OUTCOMES:

  • Understanding Leadership
  • Why you want to be "best in class"
  • Key building blocks for your success
  • Role of the Board of Directors
  • Importance of a strategic plan
  • Are you ready? How do you prepare?
  • How do you use strategic plan?
  • Best practices

  • FACILITATOR'S BIO:

    Paull Hamaty
    CEO, RAND Strategic Solutions, LLC

    PAUL HAMATY is the CEO of RAND Strategic Solutions, LLC, a consulting firm that builds capacity for businesses and nonprofits so they may achieve their full potential and thrive in a constantly changing environment.

    Paul utilizes a collaborative approach to inspire and challenge his clients, asking probing questions and listening to what is not said to craft executable strategies and solutions that move an organization forward. Paul’s value proposition is that he strongly believes the integration of strategic planning and risk management is fundamental to his client’s success. In his experience, many organizations focus on strategy but fail to ask, “What will prevent my organization from accomplishing its goals and objectives?” The answer, of course, is the risks and challenges faced by the organization.

    With over 30 years’ experience, Paul’s clients have included non-profit organizations, small businesses, start-ups, financial institutions, individuals, and the public sector. He has consulted in disciplines such as the performing and fine arts, mental health, community services, faith- based healing, as well as banking, digital marketing, and health and wellness products.

    Paul enables his clients to integrate business best practices into their daily operations and works with them to streamline processes for more efficient and effective product delivery, to develop multi-year strategic plans, and to ensure they recognize potential risks that could prevent their success. Specifically, Paul has streamlined operations for UBU Brands and Nonprofits First and has developed strategic plans for them as well as for the Palm Beach Opera, PD/GO Digital Marketing, Big Brothers Big Sisters Palm Beach & Martin Counties, The Symphonia (Boca Raton), and the Center for Family Services of Palm Beach County. He has facilitated strategic planning retreats for MartinArts, the West Palm Beach A&E District, The Police Athletic League of West Palm Beach, and Monarch Health.

    As an instructor at Nonprofits First and the Jim Moran Institute for Global Entrepreneurship, Paul has taught classes on strategic planning, performance monitoring, risk management, board development, and operations management.

    As Corporate Strategist for the Federal Reserve Bank of Atlanta, Paul successfully led the integration of the planning and enterprise risk management functions. As Financial Management Officer at the Federal Reserve Bank of New York, Paul launched the division’s strategic planning and business process improvement functions to develop short- and long- range plans.

    Paul earned an MBA in International Business from Georgia State University and a Lean Six Sigma Executive Greenbelt from BMGI.

  • This workshop features hands-on exercises, so it would be beneficial for participants to have the following available (in either hard or soft copy):

    · Mission Statement

    · Vision Statement

    · Values Statement

    · One or two of your organization’s strategic goals

    · Any metrics or targets associated with those goals


    PLEASE NOTE: If your organization does not have all of this information, that's perfectly fine!