Virginia Association of Fundraising Executives

Brown Bag Luncheon - Strategic Planning: Make it a Powerful Tool, Not a Waste of Time and Paper

  • Tuesday, July 11, 2017
  • 11:30 AM - 1:00 PM
  • Roslyn Retreat and Conference Center, 8727 River Road, Richmond, VA 23229
  • 0


(depends on selected options)

Base fee:

Registration is closed

Join us at  Roslyn Retreat and Conference Center on Tuesday, July 11th for the first of our two summer Brown Bag Luncheons, Strategic Planning:  Make it a Powerful Tool, Not a Waste of Time and Paper.

A well-done strategic plan is the foundation for successful campaigns.  It should paint an exciting vision for your organization that makes donors want to be a part of its success.  But a good strategic plan is more than a document; it’s a process that engages the organization’s stakeholders in thinking big about ways to address identified needs.  Then, the priorities identified should become an integral part of Board and management conversations.     

During this brown bag lunch, we’ll talk about the process, who should be involved, and what should happen after the Board approves the plan to make it worth the time and resources invested.

Bring a lunch - or order one below - and plenty of questions.

Our Presenter

Katherine Whitney is a co-founder and director of Warren Whitney.  She has over 25 years of experience in helping organizations reach their potential.  Her passion is helping strengthen nonprofit organizations by building good business practices to support their missions. Most of Katherine’s work involves understanding the current position of an organization and working with its management, board members, and other supporters to determine strategic direction and to create an effective approach to implementation.  In addition to facilitating strategic plans, Katherine uses the strategic direction of the organization to support: Board development in areas such as board education, board member cultivation, board assessments, and governance guidelines; and organizational work such as succession plans and Executive Director / CEO Searches. Katherine works across a number of nonprofit sectors, including education, human services, animal rescue, historic sites, conservation, membership organizations and foundations. Her approach for an engagement is tailored to each organization with particular attention given to the organization’s culture. She received her MBA from the University of North Carolina at Chapel Hill and her BS in Mathematics from Davidson College.  Current community service includes serving on the boards of Northstar Academy, a K-12 special education school, and the Church Schools of the Episcopal Diocese of Virginia.  


This is a Brown Bag luncheon – bring your own lunch. A variety of cold beverages will be provided.

If you prefer, you may order a bag lunch for $14.00 total. Bag lunch options include:

  • ham and cheddar on baguette, lettuce, honey mustard
  • smoked turkey and swiss on harvest grain, lettuce, mayo
  • veggie hummus wrap, cucumbers, carrots, grape tomatoes, hummus, spinach
All bag lunches come with a sandwich, chips, whole fruit and a cookie. All orders for bag lunches must be made by June 27th.


Registration begins at 11:30 a.m., Program begins at 12:00 p.m. and concludes at 1:00 p.m.

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