Strategic planning for trustees and senior managers

Date and time: Thursday 19th March 2020, 10am – 4pm
Location: Taunton, venue TBC
Course leader: Jo White, Co-operative Futures

“Every organisation should have a strategic plan.” That sentence can often strike fear into people. Without a strategic plan it is easy for organisations to be blown off course and find themselves somewhere they didn’t want to be. This interactive workshop is all about breaking down that statement into something that is understandable and has meaning in your organisation.

This workshop is suitable for anyone within your organisation that has responsibility for guiding the strategic planning process, this includes board members, trustees and senior managers.

The workshop will help to build on any existing strategic plans your organisation already has or, if one doesn’t exist, give you a framework to start the process.

By the end of the course you will be able to:

  • Understand what a strategic planning is and the importance of one to your organisation
  • Identify suitable techniques to undertake strategic planning within your organisation
  • Begin the process of developing or refreshing your strategic plan.

Key resources to cascade to your team:

Handouts and templates will be available (electronic and hard copy) so that exercises can be repeated within your organisation to create a collective sense of ownership of the process.

Jo White, Executive Director of Co-operative Futures. Jo has over 20 years of experience of supporting voluntary sector organisations and social enterprises from childcare to community farms to credit unions.


I really enjoyed the strategy training event on Saturday. I thought Jo paced things well, I really enjoyed talking and listening to other participants, I thought it was a great venue and, importantly, I had fun. Oh, and I learned from it. Thank you. – Central England Co-op Board Member

Support from Co-operative Futures encouraged us to think about new ways to use community shares and engage with our Membership. Working with them was invaluable” – Sutton Community Farm

Other information:

Venues: All Cascade Training SW courses are held in venues in Taunton, Somerset. We do our best to ensure venues located are close to public transport links and parking.

Please note that as a Community Interest Company, SCS CIC try to partner with community organisations and venues where possible. This means that venues are sometime not always your regular training space, but still offer a clean, friendly and professional space.

Venues will be confirmed seven days before the course date. A map and directions to venue will be sent to delegates, via email, approx one week before their course(s). For extra networking time, please feel free to arrive half an hour before the course start time, and leave half an hour after the course has finished.

Refreshments: Light refreshments will be available on your arrival and during scheduled breaks. A cold buffet lunch is also provided on full day courses.

Certificates: Delegates receive course certificates, which provide evidence of their Continuing Professional Development (CPD). These are emailed to delegates after completing the full day course.

Fees: Standard = £199. Discounts are available for multi-bookings, and also for membership of Co-operative UK, SCS CIC and organisations with the Social Enterprise Mark.

Click here for full pricing.