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I will be leading a planning process – both live and online – for small- and mid-sized nonprofits this fall for the Essex County Community Foundation.  Participating nonprofits will form small planning teams and complete an Essential Strategic Plan – based on a two page template – in just three months.

The process includes clarifying values; defining mission; conducting an assessment of strengths, weaknesses, opportunities and threats; defining strategic issues; creating a vision and goals; setting objectives; defining success metrics; and clarifying your business model.

This offering is part of a new venture, EssentialWorth, founded with partner Judy Ozbun, to help nonprofit s achieve better achieve their mission using effective, engaging, affordable online technologies.