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Operationalizing Strategy: Build Systems and Capacity to Meet Organizational Goals

8/14/2024, 8/22/2024

9:30 am - 11:30 am PT | 12:30 pm - 2:30 pm ET


Join our 2-day workshop to master critical elements for implementing strategy and meeting your organization’s goals. This step-by-step program ensures easy implementation of the learnings. On Day 1, we explore strategic planning in our sector and its application to your organization. We cover various strategies such as frameworks, scenario planning, and goal alignment for programmatic, fundraising, and marketing objectives. These serve as guiding principles for operational planning. We then delve into approaches for operationalizing goals, sustaining team motivation, tracking progress, and maintaining alignment. We introduce the 'Three P’s of success'—Purpose, People, and Processes—to enhance clarity, engagement, and capacity to achieve strategic goals. The day concludes with a self-assessment to identify areas for improvement and better preparation for strategy implementation. 

Day 2 focuses on meeting program, fundraising, and marketing communication objectives. We provide tools for planning, tracking progress, and evaluating success, including specific implementation strategies, responsible parties, timelines, and evaluation templates. Tracking progress is crucial for gaining stakeholder buy-in; we share industry tools and frameworks for effective planning and execution of these goals, each with immediate applicability. Throughout this two-day training, we'll ensure you can effectively prioritize and apply what you learn. Built-in sessions with the facilitator and peers allow you to discuss and pinpoint how strategies and tools align with your work. You'll leave equipped to prioritize and implement strategies that align with your mission. This foundational workshop benefits both newer and seasoned nonprofit professionals, board members, and volunteers.

Who Should Attend?

Professionals responsible for leading a team

What The Training Will Cover

Day 1:

  • Review trends in nonprofit strategy, strategic planning and implementation

  • Understand how to clarify and gain buy-in on purpose to meet strategic goals

  • Build processes for sustainable systems and increased capacity

  • Reflect upon your organization & identify ways to operationalize your strategy

Day 2:

  • Learn planning tools to facilitate tracking and evaluating progress

  • Understand best practices in program planning, evaluation, and implementation

  • Analyze fundraising planning tools and strategies all organizations should consider

  • Learn how to target your marketing communication strategy with a clear plan

  • Put learning into practice by identifying your priority areas of opportunity


Premier Members








Additional Information

Each workshop session is live. Registrants receive slides & handouts. It is expected participants will be able to be on camera and able to unmute for some portions of the training to participate in discussions. Full recordings are not provided. This training must be done sequentially. If you miss a session, please reach out to

Looking to register 3+ people? Email us at to receive $5 off per registration!

Please Note: 

We do not offer any other discounts for this training other than the member rate. Upon registration, you will receive a link to participate in the training. Please check your inbox or spam folder.


For 20 years, Leadership Savvy founder, Julie Ha Truong, has supported thousands of leaders in achieving real, meaningful change. She has led innovative cross sector initiatives, leadership institutes, strategy consulting projects, as well as coached and recruited diverse executive and emerging leaders. Under her leadership, she expanded and trained staff, doubled revenue, managed budgets, and created lasting systems-change. Previously Ms. Truong built an award-winning Capacity Building Program, strengthening organizations through collaborations, training, and grant-making. She also directed a successful education reform and community development project with over 100 public, private, and government partnerships. Julie is a professionally trained coach and has a Masters of Public Policy in Management and Leadership.



1 hour of training = 1 credit hour



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