Courses / ToP® Strategic Planning

ToP® Strategic Planning · After TFM

Lead a planning process your people will actually carry out.

Strategic planning doesn’t have to mean a binder on a shelf. In two days you’ll learn a step-by-step process that takes any group, from a five-person team to a whole community, from “where are we going?” to a plan with owners and dates.

A planning team standing in front of the plan they built, laid out by quarter and year

Next public course

Dates coming soon

Ask about the next course or an in-house option.

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Length
2 full days, in person

Price
[Tiered price range]

CE credit
CHES/MCHES 13.5 · AICP 14.5 · PDU 14 hours · ICF [confirm with ICA]

Prerequisite
ToP® Facilitation Methods (TFM)

Ask your employer to pay →

What changes on Monday

A shared picture of success

What do we want things to look like in three to five years?

The real blocks, named

What’s really in the way, beyond the symptoms?

A few bold directions

What will we do about it, head on?

Owners and dates

Who does what, by when, so the plan moves the week after the retreat.

Is this for you?

→ You’ve been asked to lead your organization’s next strategic plan.

→ You’re an executive director or board chair who wants a plan staff and board actually own.

→ You support coalitions or communities that need a shared plan across many partners.

→ You’re a consultant or facilitator who wants a proven planning approach.

What the two days look like

The full process, in order

You practice each stage as a participant, then as the facilitator, and see how the TFM methods fit together.

Adapted to your reality

How to scale it to a full retreat, a single day or a series of shorter meetings.

You leave with the step-by-step manual and a draft design for a planning session you’re facing.

What people say

“The ToP Strategic Planning course provides a well-defined, concrete method to guide a strategic planning process while still building in flexibility to accommodate the unique needs and dynamics of the group.”

Lesley Reeder · Senior Consultant in Healthcare

“This training provides the framework for doing strategic planning that includes all voices from an organization — from the CEO to the boots on the ground — and values all voices equally.”

Jessica Seberger · Health Program Manager

Where this leads

From one plan to a lasting practice.

Keep the plan alive

Secrets of Implementation (TSI) covers the months after the retreat, when most plans stall.

See TSI →

Earn the credential

TFM and TSP are the two core courses toward the Certified ToP® Facilitator (CTF).

Ask about the CTF path →

Professional development

Getting your organization to invest

Your supervisor will want three things: the cost, what you’ll be able to do, and which credentials it counts toward. The request letter puts all three in one email.

Five or more people?

Bring a course to your team

I can bring TSP to your organization, adapted to your meetings and your space, often for less per person than public seats.

Questions people ask

Why do I need TFM first?

The planning process is built from the TFM methods. TSP spends its time on how they fit together, not on learning them from scratch.

Does it work for small groups?

Yes. The same process works for a team of five and a community of a hundred.

What’s included?

The official ToP® manual, one hour of coaching with your trainer within 90 days, and the Great Plains ToP Community of Practice.


Get notified of new dates

Leave your email and I’ll let you know when the next course is scheduled.

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