21NTC Session

Nonprofit Execs Talk about Strategic Assessment


A strategic assessment is like a check-up for your association. Specifically, a strategic assessment will help you:

  • Create a plan for moving your association or nonprofit in a forward direction toward your goals
  • “Clean out” those unwieldy processes that build up over the years
  • Identify where staff training would be helpful
  • Identify if a change in technology or Association Management System (AMS) may help your organization

A strategic assessment is especially helpful when you have one or more of these situations confronting you:

  • You need to work your strategic plan
  • You’re frustrated with your AMS
  • Department silos keep you from getting things done
  • You know “there’s got to be a better way”
  • You think at a third-party opinion might make a difference to your board

In this session, you’ll learn how one association is creating a digital culture that empowers staff members to make strategic decisions based on their own credible data. You’ll also hear from another who is breaking down silos and getting staff members all on the same page and working towards the same strategic goals. Another exec will share their determination to kick their AMS to the curb, only to discover technology was not the problem.


Session Type




Virginia A


March 25, 2017


10:30am – 12:00pm

CFRE Credits


Collaborative Notes

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