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