10/12/2025
Effective strategic planning for a nonprofit begins with clarity on the organization's mission, vision, and values. Whether the goal is growth or long-term sustainability, the process requires time and commitment. It's also important to define clear metrics that track progress and impact. A strong strategic plan should be supported by an annual operating plan that outlines actionable steps. At this session, you will learn about a process for conducting strategic planning, go through exercises that will help spark thinking for your own planning, and learn first-hand from Relate who recently completed their strategic planning process.
Joan Twiton has spent most of her career in healthcare management. Prior to her current role as Executive Director of Relate Counseling Center, she served as the CEO of a federally qualified health center (FQHC). In her leadership roles, Joan recognizes the importance of intentional, forward-looking planning to guide informed decision-making.
Katie Ladas is a marketing, fundraising and business strategy consultant who has worked in a range of environments from corporate to small business, small and large nonprofits, and higher education. Katie’s energy comes from understanding the landscape, digging into the goals and visions, and mapping out value-driven actions for taking organizations to the next level.
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