Strategic planning circle

Caravanserai Project’s Strategic Planning Circle is designed following the “Kitchen Cabinet” model to create a safe, trusted, and supporting environment where mission-driven leaders have the opportunity to share ideas, consult with peers, and connect with experts.

The Circle brings together a group of up to 10 organizational leaders from various sectors for five 2-hour meetings, and facilitates structured conversations on topics like financial planning, fundraising, donor engagement and implementation of strategies. The Caravanserai Project team and our network of experts bring their deep expertise, resources and facilitation skills to the Strategic Planning Circles. Each Circle is customized to individual and group profiles and needs, while the speakers and presentations are curated for each specific group.

THE “KITCHEN CABINET” MODEL

The “Kitchen Cabinet” type of convening is spread widely among leaders in the for-profit sector, yet it is not a common practice in the mission-driven non-profit sector despite its obvious importance and benefits. It is a vital resource for leaders who can’t (or shouldn’t) approach team members, board of directors, or staff. The discussions cover a wide variety of topics from personal career and professional development to challenging personnel issues, fundraising, managing board situations and engaging with donors, investors, vendors and contractors.

AUDIENCE

C-suite executives, key organizational decision makers, board members

TOPICS

  • Session #1 – Introductions as case studies, identification of individual and group goals and overview of key breakthroughs for leaders – sustainability, impact, leadership and transformation
  • Session #2 – Revenue generation (including fundraising), governance and strategic planning
  • Session #3 – Expanding relationships and engagement with donors, stakeholders and community
  • Session #4 – Organizational growth and scalability / Healthy financial structure
  • Session #5 – Topics to be determined by the participants based on their specific needs and interests

Program fee

$995 per participant

BENEFITS

Practical Solutions

Access to outside counsel and advice from the guest experts and professionals. 

Exposure to peers’ experiences and previously tested ideas to identify the right solutions to each participant’s challenges.

Accountability

Access to accountability partners that will check-up on each other on how things are going with a particular issue.

Sense of Belonging

Connect with a group of peers that acts as a sounding board to bounce off ideas and helps identify the blind spots and the areas in need of improvement or reflection.

Establish connections with likeminded leaders whose support will continue beyond this program.

Practical Solutions

Access to outside counsel and advice from the guest experts and professionals.

Exposure to peers’ experiences and previously tested ideas to identify the right solutions to each participant’s challenges.

Accoutability

Access to accountability partners that will check-up on each other on how things are going with a particular issue.

sense of belonging

Connect with a group of peers that acts as a sounding board to bounce off ideas and helps identify the blind spots and the areas in need of improvement or reflection.

Establish connections with likeminded leaders whose support will continue beyond this program.

ongoing circle series

Spring’21 Circle

Session #1: April 26th, 2021

Session #2: May 16th, 2021

Session #3: June 16th, 2021

Session #4: July 16th, 2021

Session #5: September 16th, 2021

UPCOMING circle series

Summer’21 Circle

Session #1: June 15th, 2021

Session #2: July 15th, 2021

Session #3:  August 16th, 2021

Session #4: September 15th, 2021

Session #5: October 15th, 2021

UPCOMING circle series

fall’21 Circle

Session #1: September 14th, 2021

Session #2: October 14th, 2021

Session #3: November 12th, 2021

Session #4: December 10th, 2021

Session #5: January 14th, 2021

upcoming circle series

want to be a part of a safe, trusted, and supporting environment?