ONLINE TRAINING: How to create your next strategy

  • 1 day
  • Online
  • Planning and strategy
  • Leadership
As voluntary organisations emerge from the immediate crisis of covid-19, rapid and significant decisions will need to be made about the future. Senior leaders and trustees will need to make choices about services, programmes and resources under conditions of great uncertainty. This course will combine practical tools for understanding your organisation and thinking about the future and consider how take your organisation through this process.
We’ve redesigned this face-to-face training specifically for online delivery, to ensure your learning needs are met though interactive, live sessions with knowledgeable trainers.

A strategy is not just the plan on paper: it is the process by which an organisation reaches agreement about its direction, priorities, and resources. Many charities are reviewing their financial position, structure and work priorities, including which things to stop doing. On this course, we will take a strategy-led approach to difficult decisions.  


By the end of the course you will have:

  • a clear articulation of your purpose and goals
  • better understanding of your current work areas and their value
  • developed key principles for approaching strategy and organisational development
  • reviewed how to use strategy as a basis for restructure and organisational design processes
  • considered how to build support and secure buy-in from across your organisation 
  • better awareness of tools that can support you. 

Who should attend?

This course is designed for those involved with strategy, business planning and organisational development. This course will support participants to develop a process for strategy within their organisation and is aimed at decision-makers, such as senior leaders, CEOs, chairs and trustees. This course is designed for organisations with paid staff and those that are going through a process of cost saving and downsizing.

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.

Who runs it?

Jenny Potkins is a strategy consultant at NCVO Charities Evaluation Services. Jenny has worked with teams of senior business leaders to support voluntary organisations and charity consortia with whole 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.


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 - £1m - £5m £218.00
Non NCVO member - £1m - £5m £314.00
NCVO member - over £5m £348.00
Non NCVO member - over £5m £497.00