Strategic Planning

Price: $99

Includes the 3-month unlimited access and all the course downloads.

Choose your purchase option.

Strategic Planning is a critical function of the board and one of the most crucial documents for an organization. This course is designed to take you through the essential factors and stages to ensure you and your organization can develop a strategic plan that will create a framework for making decisions and staying on purpose.

Learning Objectives

  • Explain why developing a strategic plan is important for your organization – regardless of size
  • Distinguish between a strategic plan and an operational plan
  • Describe the key steps to developing a strategic plan
  • Outline the core elements of a strategic plan
  • Be ready to move forward in establishing a plan and process to develop a strategic plan for your own organization

Course Curriculum

  • Part 1: Strategic Planning Overview
  • Part 2: The Strategic Planning Process
  • Part 3: Critical Success Factors
  • Part 4: Considerations in the Plan

Links and Additional Resources

  • 6 downloadable resources and course transcript
  • 5 links to online resources

Course Level/Prerequisites/Certification Credits

Introductory level, no prerequisites.

Recommended companion course: Case for Support, Writing Effective Policies and Procedures

Final Exam –Take the optional final exam at the end of the course. If you pass with 70% or higher, please contact with your exam score to receive your course certificate.

Participation in the course is applicable for 2 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

This training may be used to meet the requirements for renewing the Certified in Volunteer Administration (CVA) credential. One Professional Development Unit (PDU) is awarded for each 50-60 minute session or contact hour in topics related to volunteer resources management. For more details about the CVA program and renewal requirements, visit or email

Continuing education certification-eligible through the Professional Administrators of Volunteer Resources – Ontario (PAVR-O). For more information, please email 


This course is on-demand, meaning that you can take it anytime, at your own pace. The course takes approximately 1 hour to complete from start to finish, but you have unlimited access for 3 months. You can choose to take the course in one sitting or in smaller bites. Either way, the course is entirely flexible and up to you how fast you complete it!


$99 – this price includes the 3-month unlimited access and all the course downloads.

About the Course Author

Juanita Gledhill is a skilled facilitator and accomplished public speaker, Juanita has delivered workshops and education sessions for staff, management and boards of directors on a wide range of subjects related to Strategic Planning, Human Resources Policies, Organizational Effectiveness, Leadership Skills, and Governance Practices. Juanita holds an Honours B.A. in English and Political Science from McMaster University, Certification in Human Resources Management from Mohawk College and received her CHRP designation in January 2004 and her CHRL designation in 2014. Juanita is the recipient of the Queen’s Golden Jubilee Medal (2002) for community service. In February 2004, Juanita was awarded the Ross A. Hennigar Memorial Award by the Human Resources Professional Association, in recognition of her academic, career and community service achievements in the field of Human Resources. In 2007, Juanita was a nominee for the Hamilton Chamber of Commerce HR Hero Award. In November 2013, the Canadian Society of Training and Development (CSTD) awarded a Silver Medal in the Category of Blended Learning projects to MCC Group Inc. and the Ontario Real Estate Associate (OREA) for their web based three part tutorial Nimble Decision Making for association boards of directors.


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