166: This Could Have Been An Email | What Is Nonprofit Strategic Planning? with R. Perry Monastero

166: This Could Have Been An Email | What Is Nonprofit Strategic Planning? with R. Perry Monastero

June 11, 2026 · 23 min · Episode 166

About this episode

The episode discusses the challenges of nonprofit strategic planning and how a new board member can navigate a failed retreat experience.

Your nonprofit hosted its first ever strategic planning retreat… and it was a complete disaster. So, what do you do now?? I'm joined by R. Perry Monastero , owner of RPM Consulting Group , to dig into a listener question that had us both saying "oof" out loud. A brand new board member sat through a nightmare retreat full of college-style exercises and definition debates. They want to help the board get back on track, but they don't want to step on toes as the newest person in the room. Real Listener Question: "We had our first ever strategic planning retreat, and it was a NIGHTMARE. We came up with words like 'diversity' and 'integrity' and sat around debating definitions for the entire retreat. Afterwards, the ED and president drafted a new mission statement and emailed it to the board with a litany of questions. I want to help us get back on track. What do I do?" Perry and I break down what strategic planning actually is, why this retreat probably wasn't really strategic planning at all, and how a new board member can navigate the situation gracefully. What You'll Learn: What real nonprofit strategic planning looks like versus what a lot of orgs end up doing Why a retreat…

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