Better Boards Conference 2023

Better Boards Conference 2023 Forging Strategic Pathways BRISBANE, 2–3 JUNE 2023


Agile Strategic Planning - what it is and how to do it

David Bartlett

Partner, Resolve

Mr David Bartlett FCA BEc MEd GradDipCS Cert Gov JP David has worked in the Independent schools and broader Not for Profit sector for more than 30 years, first as a practitioner in the sector working as a Chartered Accountant and for the last 18 as a Partner with Resolve, a consulting firm that provides financial management, governance and leadership training and advice to Not for Profits. David has co authored the Not for Profit governance framework Community Governance which has impacted the governance of NFP organisations in more than 60 countries. David has also authored numerous published articles, and developed training curriculum dealing with business management and governance issues. David has served in the roles of Board Chairman, Company Secretary and Director of numerous Not for Profit boards across his career.

Most strategic planning is operational planning, with most plans struggling to actually make a meaningful difference to an organisation long term. Agile Strategic Planning is an antidote to strategic planning that doesn’t gain momentum. It builds on the core strengths of strategic intent found in Purpose, Vision and Values statements, but shifts focus at this point to a bottom up co-creative collaboration across the whole organisation to ensure success.

Outcomes of this session are an understanding of operational vs strategic intent, what the key features of agile strategic planning involve, and how to implement agile planning in your organisations planning cycle.

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