Charity Digital Academy: Strategic planning for your charity

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This half day online course, in two 80 minute sections with a short break, encourages charity trustees and managers to embrace long-term planning.

The course will help you to understand what is meant by ‘strategic’, think strategically, understand the importance of strategic planning in charity governance, develop an in-depth strategic plan, understand the tensions that arise between operational and strategic priorities, keep your strategic plan on track, and much more.

In the first session we will explore why your charity must develop a plan, not just to meet governance requirements but to allow effective financial and operational planning. A strategy is not a luxury but a necessity. It ensures your charity meets objectives, practices financial sustainability, and maximises impact. The first session will dive deep to clarify exactly what it means to think strategically and how to separate strategic and operational thinking.

The second session will address the process of generating a strategic plan, from start to finish. Starting with your constitution, vision and mission, and culminating in the production of a tangible document that will guide all areas of your charity’s operations including fundraising, recruitment, operational planning, developing infrastructure, and budgeting.

Tickets cost £99 + VAT. To purchase this course, click "add to basket" in the bottom right corner. You must be logged in for this button to appear. If you would like to pay by invoice, please email events@charitydigital.org.uk

Attendees will learn, among other things:

• Where strategy fits in your overall planning
• Why your charity needs a strategic plan
• The legal responsibilities of trustees
• The role of the board in strategic planning
• The role of the executive team
• How to separate strategic and operational thinking
• How to create a tangible strategy
• How to avoid strategic drift

Who should attend

The course is perfect for charity professionals involved in any part of strategy and strategic thinking. You don’t have to be an expert to join. The course is a safe space to ask questions of the presenter and explore real-world examples from across the sector.

Learn more about David here.

Tickets cost £99 + VAT. To purchase this course, click "add to basket" in the bottom right corner. You must be logged in for this button to appear. If you would like to pay by invoice, please email events@charitydigital.org.uk

Please note: Registration will close at 5pm on the 3rd March 2026. Registration will not be available after this time.