ONLINE TRAINING: Strategic planning: processes and tools for direction and decision making

  • 1 day
  • Online
  • Planning and strategy
  • Leadership
  • Management
The need for strategy never stops. Whether your organisation is embarking on a new strategy as part of a regular review, or making strategic choices in response to the continuing challenges of the pandemic, the leadership will be faced with challenging decision-making. This course will introduce the processes and tools which can help ensure that decision-making is responsive to your environment and focussed on the most important issues affecting your future – in other words - strategy.


By the end of the course, you will have: 
  • a clearer articulation of your organisation’s purpose 
  • an increased understanding of strategic and business planning processes
  • identified tools which can improve strategic planning and decision-making in your organisation
  • more awareness of how to keep your strategy on track
  • considered how to get the process right for your organisation in response to your external and internal environment.

Who should attend?

This participatory course will include presentations, peer learning and opportunities to experiment with tools and reflect on your own organisation’s needs. It will support learners with developing a process for strategy within their organisation and is aimed at decision-makers, such as senior leaders, CEOs, chairs and trustees. However, although this course is primarily designed for those involved with strategy and business planning, it is also suitable for those who want to learn more about the subjects. If you have attended a previous strategy course at NCVO, please ask for advice before signing up.

As a new employee to our organisation the training has given me the confidence to move forward with writing our plans and to move things on with the trustees at a pace that will ensure we have a finished 'product' within a reasonable time period. I will definitely incorporate the tools we used today. They were very helpful.
- Previous Attendee

Who runs it?

Jenny Potkins is a consultant, facilitator and trainer with nearly 20 years’ experience of working in the voluntary sector. Part of the NCVO consultancy team, she provides a range of consultancy support across strategy, organisation effectiveness, theory of change and impact measurement. Jenny also regularly delivers training on strategic planning, theory of change and planning for evaluation as part of NCVO’s open training offer or bespoke for clients. Before joining NCVO, Jenny worked with teams of senior business leaders to support voluntary organisations with organisation strategy, capacity building and board effectiveness. Most recently, she has supported strategy development processes with Safer London, Plan International UK, and Seafarers UK, and facilitated strategy away days with Response, Libraries Connected, and Single Homelessness Project.


To sign up, click the 'book' button at the top of the page. This training will take place on Zoom. We will send out the Zoom link with the joining instructions before the session. 

The training will run from 10.00 until 15.30 with short breaks and a longer lunch break.


All of our training courses can be delivered online at a time and date that suits you. We can work with you to tailor our courses to match your needs. For more information please complete our online contact form.


Email the training team or call 020 7520 2587 with any questions or queries you may have on our training courses.

Our pricing structure is based on your organisation’s gross annual income. NCVO members also receive a 30% discount off training prices. Organisations with a gross annual income of less than £30,000 can join NCVO for free and will then qualify for the discount.

Please make sure you select the correct pricing band. If this is incorrect when we cross-reference against our records, it will slow down the booking process. 


NCVO Member - under £50,000 £55.00
Non NCVO member - under £50,000 £78.00
NCVO Member - £50,000 -£100,000 £86.00
Non NCVO Member - £50,000 -£100,000 £125.00
NCVO member -£100,000 - £1m £138.00
Non NCVO member -£100,000 - £1m £198.00
NCVO member over £1m £218.00
Non NCVO member over £1m £314.00