The Four Roles That Make—or Break—Your Strategic Planning Process

04/11/2025 36 min Episodio 8
The Four Roles That Make—or Break—Your Strategic Planning Process

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Episode Synopsis

In this episode of Changemaker Conversations, Alyssa and Lindsay break down one of the most overlooked yet mission-critical elements of strategic planning: defining clear roles for everyone involved. From staff and board members to constituents and facilitators, they unpack how each group contributes—and what happens when those roles blur.
Whether you’re gearing up for your next planning cycle or in the middle of one, this conversation will help you bring clarity, collaboration, and buy-in to your process.
Here’s what you’ll learn in this episode:


The four essential groups every strategic planning process needs


How to effectively engage your constituents from start to finish


Common pitfalls—like over-involved or under-involved boards—and how to avoid them


How strategic planning serves as a “microcosm” of your organization’s culture


Practical ways to balance diverse perspectives and build stronger alignment


| MENTIONED |
Changemaker Conversations Episode on the Shared Power philosophy
Prosper Strategies’ Strategic Planning Framework
Show notes
| CONNECT |
ChangemakerConversations.com for show notes and resources
Prosper-Strategies.com to learn more about our strategic consulting practice
Email [email protected] with your feedback or topic ideas
Connect on LinkedIn with Alyssa Conrardy, Lindsay Mullen, and Prosper Strategies