Strategic Planning Support
Strategic planning is necessary to determine the direction of your organisation. It focuses your efforts and ensures that everyone in the organisation is working towards a common goal. It also helps you agree actions that will help to improve the lives of your beneficiaries, focus on your funders requirements and contribute to the sustainability of your organisation.
Approach
Carmichael will work with your organisation on a 1-1 basis offering a customised support package during the course of 2025 with a view to helping your organisation to develop a Strategic Plan.
Target audience
- Charities, community groups/voluntary organisations/social enterprises registered in the Republic of Ireland
- Places are restricted to organisations with an annual turnover of less than €500,000.
- A small group (2-3) of representatives (staff/directors/trustees) with sufficient seniority per organisation committed to reviewing, setting, or influencing the direction and priorities for an organisation.
When booking online, only enrol one person and pay one €100 fee, we will subsequently be in touch with you for information regarding other participants from your organisation. The option to avail of the NTF Impact Management Support Programme 2025 is available to 4 organisations only.
Format
- Preparation for and delivery of an initial Zoom introductory session per organisation to clarify what is involved in strategic planning and the steps involved. Discuss your current strategy and aims. Discuss the key elements of a strategic plan: your vision, your mission, your values, an understanding of the landscape and your place within it, setting goals and objectives, measuring outcomes and KPIs. Walk through the different sections of a strategic plan and implementation plan based on a templates for completion by the organisation. Brainstorm key messages and implications.
- Subsequently agree timelines for the production of the strategic plan including an implementation plan and further Zoom sessions to discuss and review objectives, strategic goals and confirm priorities and sign off on Strategic Plan
- Review drafts prepared by the organisation and give feedback.
- The facilitator’s main support will be in advising and giving feedback on drafts produced by the organisation and mentoring
- Timelines for engagement on early and developed drafts to be agreed between the organisation’s main contact and our facilitator. A maximum of 20 hours support will be provided to any one organisation.
Methodology
Via Zoom.
The funding for the provision of these services comes from the National Training Fund administered by the Department of Further and Higher Education, Research Innovation and Science. The €100 nominal charge is by way of contribution. All participants will be asked to provide further information regarding Age Range, Gender, Employment Status, Educational Background, Role in Organisation, Organisation Activity & Size post registration.
Instructor
Andrea Shupinski
Andrea is a Chartered Accountant by qualification. A sole practitioner, she has been providing consultancy, accountancy and taxation services to the Charity and Not-for Profit sector for over 30 years.
Andrea has extensive financial and senior management experience with charities and not for profits as an advisor and accountant and as Chief Financial Officer. She has helped organisations to prepare for a more regulated and transparent environment and has practical experience of charity accounting principles and putting them into practice. Andrea is a member of the Charity and Not-for Profit Committee at Chartered Accountants Ireland. She and has been a Board member for a number of charities over the years.
Fees
| €100 | Nonprofit Organisation |
| €100 | Carmichael Resident Organisation |
| €100 | Statutory Organisation |
| €100 | Corporate Organisation |