Introduction to Strategic Planning, with Shelagh Donnelly

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Event description
Introduction to Strategic Planning, with Shelagh Donnelly

About this event

Introduction to Strategic Planning - and why we should pay attention to the process and results - 60 minutes

We’re familiar with the term strategic planning. In the past, many assistants and their executives had a hard copy of their latest strategic plan ("strat plan") taking up space on a bookshelf, sometimes gathering dust. These days, we're more likely to have shared access to digital elements of the strategic plan.

Whether we have access to the full plan, the executive summary, a publicly available overview or key metrics, these are important documents. Yet, for a variety of reasons, not all colleagues are as familiar with their organisation's strategic plans as they could be.

When we think about the ways in which assistants can add value and positively impact stakeholders, it makes sense to ground this in an understanding of the strategic plan. Portions of the plan associated with your team or business unit's deliverables are among the elements with which astute assistants will want to be familiar.

This course with Shelagh goes beyond encouraging you to familiarise yourself with your employer’s strategic plan. We’ll look at the processes and stages leading to the approval of a strategic plan, and potential opportunities to have input to the plan while also demonstrating engagement. Shelagh supported a board of directors for a decade, and brings insights from her boardroom days.

Key learning objectives

1. The strategic planning process

2. Board, management and employee roles

3. The strategic plan and your career success

Included with your registration

  1. 90-day access to recording of our session
  2. PDF companion workbook, to download and use as you watch the recording
  3. certificate for your professional development portfolio

What participants have said about Shelagh's webinar courses

  • “very informative – just the right level”
  • "Her sense of humor and creative slide images add value to the presentation."
  • "Many things made me feel like I was on the right track and others made me glad I had taken this webinar!"
  • "Shelagh was exceptional ... Well prepared, impeccable knowledge."

About your trainer

		Introduction to Strategic Planning, with Shelagh Donnelly image

		Introduction to Strategic Planning, with Shelagh Donnelly image

Invest in your career with someone who's walked the walk and presents on current best practices

Shelagh is trusted and respected by assistants and employers around the globe. She has been publishing her Exceptional EA website since 2013, and writes for other publications. An in-demand trainer, Shelagh works with conference organisers, professional associations, government bodies, higher education and businesses, including corporations such as the NBA.

For Shelagh's bio and a sampling of clients and references, please click here.

Registration fee

The fee for this webinar is $75 US. Depending on currency fluctuation rates, that's approximately £55, or €62.

Canadian residents registering for this webinar will see that GST of $4.77 CAD is included in the cost.

What's included in this registration fee?

This is a live, 60-minute webinar that Shelagh will present via GoToWebinar. You'll receive your unique access link via a GoToWebinar email within 24 hours of registration.

After the webinar, Shelagh will email you a certificate of attendance that will come in handy for tracking and showcasing your professional development.

You'll also have access to a recording of the webinar for 90 days post-event. This can come in handy if you’d like to review a concept, and if time zones or people throw your schedule for a loop the day of a webinar.

As well, Shelagh has prepared a companion workbook for you. Shelagh publishes this along with the session recording, and it's ideal to have at hand as you watch the recording.

Speaking of time zones ..

Check out the time in your time zone. Shelagh will present this live at 10:00 a.m. PDT/GMT-7 hours; click here to access a time zone converter. If this represents the wee hours of the night in your time zone, you'll be in good company by registering and relying on access to the recording and PDF companion workbook.

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Date and time


Online event

Refund policy

No Refunds

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Organizer Shelagh Donnelly, Exceptional EA

Organizer of Introduction to Strategic Planning, with Shelagh Donnelly

The best assistants are always learning, through experience and by engaging in professional development. While plans for a number of conferences and other in-person learning opportunities have been postponed, that needn’t put a pause on your professional growth.

In fact, given the way 2020 continues to unfold, it may be more critical than ever to continue to connect, learn and adapt. Shelagh's adapting as well, and is offering webinars focused on how to navigate and succeed during these interesting times.

Investments in quality and yourself

When you attend Shelagh's webinars, you’re investing in quality and in yourself.

It’s astute to take advantage of complimentary webinars you may find helpful; Shelagh has delivered and attended some herself. There are limitations, though, on the depth of professional development that can be acquired without financial investment.

That’s why it’s also astute, given post-pandemic changes and challenges ahead, to invest in learning from someone who’s walked the walk for decades, and done so during times of not only growth, but also upheaval and recession. Someone who knows what it’s like to be an on-call employee as well as having been a direct report to four CEOs and having supported board chairs, which was Shelagh's last role before turning to speaking and writing full time in 2019.

Post-event access to webinar recording

You’ll have access to a recording of the webinar for a 30-day period after the live event. This can come in handy if you’d like to review a concept, and if time zones or people throw your schedule for a loop the day of a webinar.

Certificates of attendance

After attending, you’ll receive a certificate of attendance to add to your portfolio and help track your professional development. Such records are also useful when preparing for performance reviews/evaluations.

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