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Description

STRATEGIC PLANNING: ESSENTIAL INSIGHTS FOR C-LEVEL EAs

Register now for this in depth course presented over the course of two days.  Registrations are limited to ensure you’re part of a small group. In addition to the live course, during which your questions are welcomed, your registration includes three months of on demand access to the recording of our sessions and a PDF “Success Planner” workbook. 

DATES and TIMES FOR THIS TWO-PART COURSE

Wednesday and Thursday, September 16 and 17, 2026

1. WED: 9:00 – 10:30 AM PDT    12:00 – 1:30 PM EDT     19.00 – 20.30 CEST
2. THU: 9:00 – 11:00 AM PDT    12:00 – 2:00 PM EDT     19.00 – 21.00 CEST

THE COURSE

Do you work alongside C-level leaders, or aspire to such a role? This is a two-part course that will deepen your understanding of how strategic plans are developed, communicated and ultimately brought to life. You’ll explore the stages, timelines and roles in strategic planning, with real world examples of how organizations communicate elements of their completed plans to engage internal and external communities. You’ll learn about factors that can strengthen or undermine the planning process (and the plan itself), and how we mitigate such risks.

This course examines both board and management roles, including the board’s role in testing assumptions, asking the right questions and more. As we delve into a faux planning process using two different GenAI models, you’ll be encouraged to think critically about AI’s place in strategic planning.

We’ll wrap up with a focus on you, how you’re perceived, and your visibility. This acumen-building course will help elevate your strategic credibility and identify plan-aligned impacts you can make once an approved plan is in place.

COURSE OUTCOMES

1.  Understand why we engage in strategic planning, and key elements of the process
2.  ID potential planning pitfalls, why some plans may not come to fruition, and how we mitigate such risks
3.  Learn about the distinct stages in the strategic planning process
4.  Distinguish between board, management and employee roles, and who does what – and when – through a sample strategic planning timeline
5.  Learn about strategic planning tools, such as environmental scans and analyses ( PESTLE, SWOT and Porter’s Five Forces), organizations can use
6.  Be aware of questions boards have a responsibility to consider and pose
7. Consider whether AI has a place in the strategic planning process
8. Determine where you fit in to all this, and gain insights on eight reasons it’s to your advantage to participate in the process and align with the plan

INCLUDED IN YOUR $279 US REGISTRATION FEE

1. a PDF “Success Planner” workbook
2. three months of on demand access to the recording of our session
3. upon request, a certificate of course completion

THIS IS THE FIRST TIME SHELAGH’S PUBLICLY OFFERING THIS COURSE. HERE’S FEEDBACK FROM OTHER CLIENTS ON SHELAGH’S TRAINING ON GOVERNANCE AND C-LEVEL PRIORITIES.

• “… her talent for clearly and concisely structuring training materials is commendable. It ensures the information is easily digestible, making it more impactful for the audience.”
• “Her expertise shines through in her ability to break down complex concepts into understandable segments, a skill that undoubtedly contributes to the success of her training sessions.”
• “She informs us of an abstract topic in a comprehensive way, so we can apply it to our own situation. Great!”
• ​”I have taken several classes from Shelagh​ and count on her for all things governance. Shelagh shares personal stories and strategies that have taken me to a new level as a high-performing Executive Assistant to the Board of Trustees.”
• “Shelagh is the number one world trainer when it comes to quality governance training for EAs.”