Live Nonprofit Training Webinar
Getting Roles Right: A Framework for Strategic Planning Success
Strategic plans don’t fail because of bad ideas—they fail because roles aren’t clear. When responsibility, authority, and board–staff collaboration are undefined, momentum stalls.
This -minute interactive webinar gives nonprofit leaders a practical framework to define roles from the start. Through instruction, reflection, and discussion, participants will learn how to clarify responsibilities, structure engagement, and ensure the right people contribute at the right time. You’ll leave with actionable tools and a follow-up activity to map roles in your next planning process—so you can move forward with clarity and confidence.
Date: Thursday, June 18th, 2026 · Time: 12:00–1:00 PM CST · Format: Live Zoom Call
Hosted by The Center for Nonprofit Success
Webinar at a glance
Understand why unclear roles are one of the biggest barriers to effective strategic planning
Identify how to define and align board and staff responsibilities from the start
Learn practical ways to structure engagement and keep your planning process on track
Ideal for: Board members, executive leaders, and nonprofit staff involved in or preparing for strategic planning who want stronger alignment between board and staff..
Why this webinar
Why Role Clarity Makes or Breaks Strategic Planning
Even the strongest strategic plans can stall when roles aren’t clearly defined. Without alignment on who is responsible, who makes decisions, and how board and staff work together, organizations lose momentum and direction. This webinar helps you get ahead of that risk by establishing clarity from the start—so your planning process stays focused, aligned, and actionable.
Who should attend
Board members and board chairs responsible for guiding strategy and governance
Executive directors and senior leaders leading or preparing for strategic planning
Staff who support, coordinate, or implement strategic planning efforts
Can’t attend live? Register anyway and we’ll send you the full recording and materials within 24 hours.
What you’ll learn
Practical Strategies for Clear Roles in Strategic Planning
You’ll gain clear, actionable strategies to define roles, align board and staff, and keep your strategic planning process moving forward.
Defining Roles & Responsibilities
Clarifies who is responsible for what, how decisions are made, and how accountability is shared across board and staff.
Structuring the Planning Process
Outlines how to engage the right people at the right time to maintain alignment and avoid confusion.
Keeping Plans on Track
Provides practical ways to prevent stalled momentum and ensure your strategic plan moves from ideas to execution.
Your Instructor
Becky Pastner
Becky Pastner is a certified executive and leadership coach, strategic advisor, and facilitator with 20+ years of experience across the nonprofit and philanthropic sector. She previously served as Vice President of Evaluation and Strategic Learning at St. David’s Foundation.
Becky helps leaders navigate complexity, design strategy, and build strong organizational cultures. Known for her collaborative, creative facilitation style, she draws on improv training and Liberating Structures to engage groups and spark new thinking.
She holds a Master of Public Affairs from the LBJ School at The University of Texas at Austin and is an Associate Certified Coach (ACC) with the International Coaching Federation.
About The Center for Nonprofit Success
Practical training for mission-driven leaders
The Center for Nonprofit Success equips social sector leaders with the tools to plan, fund, and manage their organizations effectively. Our webinars are designed to be immediately actionable, with an emphasis on templates, examples, and peer-tested approaches.
“I am thrilled that The Center for Nonprofit Success will provide deeper training and guidance with community is coming to Central Texas.”
-Nancy Krenek, CEO ROCK
Reserve your spot
Getting Roles Right: A Framework for Strategic Planning Success
Date: Thursday, June 18th, 2026
Time: 12:00–1:00 PM Central
Location: Live Zoom session + recording
Live access to the 60-minute webinar
Slides and recording delivered within 24 hours
Register for the webinar
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