Mastering Board Performance and Strategic Planning

Thursday, September 9, 2021 -
9:00am to 5:00pm EDT
Fishers, Indiana
Connor Prairie, Woodland Hall, 13400 Allisonville Rd, Fishers, IN 46038
Members: $100.00
Non-Members: $200.00
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Bring your board chair and committee members to this workshop for drivers of high-performing boards and guidance on effective strategic planning. 

High-impact boards and committees satisfied in their work devote time to strategy-related tasks. In this interactive workshop, you’ll learn how to apply leading practices in management structures, operational planning, and strategic priorities to your organization.

This workshop begins with Jodi Snell of Hedges, who will uncover key characteristics of a dual leadership approach and share ideas to successfully align and engage your board, committees, and staff. Snell will guide you through a key assessment tool to use with others within your organization to strengthen governance practices. Your team will walk away with a clear understanding of helpful frameworks of high-performing boards in the areas of: 

  • Diverse board recruitment, election, and onboarding practices
  • Fundraising practices and expectations focused on engaging the entire board
  • Active and effective committee responsibilities, structures, and accountability processes
  • Board term limits and offboarding
  • Staff and board roles and responsibilities

In the afternoon, Jan Frazier of Planning Plus will provide a Leadership Institute session concentrating on tenets of sound strategic planning that are grounded in practical experience. These tactics will hold whether you engage an outside consultant or if you prefer to facilitate your own session. During this portion of the workshop, you’ll discover:

  • How to move from strategic to operational planning
  • Considerations for determining key stakeholders to bring to the table
  • Ways to better define vision, mission, and values statements
  • Components of an environmental scan, including use of the traditional SWOT analysis
  • Effective approaches for facilitating a planning session
  • Success in crafting strategic initiatives in outcome-oriented statements

To make the most out of this session we recommend bringing a copy of your current mission statement and most recent strategic plan.

Ensuring Your Safety

IPA is taking precautions to ensure this event is safe for everyone by requiring attendees to comply with COVID-19 health and safety protocols that are at least as strict as those dictated by state and local law. Safety protocols will be provided to registrants prior to the event date.


Jodi Snell, Vice President, Hedges 
At Hedges, Snell oversees governance, strategic planning, development, and program design and evaluation services provided to nonprofit organizations and philanthropic institutions and develops the content for all trainings that Hedges provides. In addition to 13 years of nonprofit leadership experience, Snell is a BoardSource Certified Nonprofit Board Consultant, holds a certificate in fund raising management from IU Lilly School of Philanthropy, and is a member of the Indiana Evaluation Association, the American Evaluation Association, and the Hamilton County Leadership Academy Class of 2021.



Jan Breiner Frazier, Managing Member, Planning Plus
Jan Breiner Frazier, managing member of Planning Plus, has been a consulting professional since 1988.  She has designed and facilitated strategic, annual, and operational planning sessions for a multitude of organizations, often bringing together diverse philosophies, opinions, and perspectives to help groups collectively meet stated objectives. Often, Frazier’s planning projects have resulted in assisting with organizational design and process improvement initiatives. Her work with nonprofit boards and associations has ranged from strategic planning, board development and committee structure to identifying organizational competencies.
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