Strategic Planning Support
Strategic planning is necessary to determine the direction of your organisation. It focuses your efforts and ensures that everyone in the organisation is working towards a common goal. It also helps you agree actions that will help to improve the lives of your beneficiaries, focus on your funders requirements and contribute to the sustainability of your organisation.
Approach
Carmichael will work with your organisation on a 1-1 basis offering a customised support package during the course of 2026 with a view to helping your organisation to develop a Strategic Plan.
Target audience
- Charities, community groups/voluntary organisations/social enterprises registered in the Republic of Ireland
- Places are restricted to organisations with an annual turnover of less than €500,000.
- A small group (2-3) of representatives (staff/directors/trustees) with sufficient seniority per organisation committed to reviewing, setting, or influencing the direction and priorities for an organisation.
When booking online, only enrol one person and pay one €100 fee, we will subsequently be in touch with you for information regarding other participants from your organisation. The option to avail of the NTF Impact Management Support Programme 2026 is available to 5 organisations only.
Format
- Preparation for and delivery of an initial Zoom introductory session per organisation to clarify what is involved in strategic planning and the steps involved. Discuss your current strategy and aims. Discuss the key elements of a strategic plan: your vision, your mission, your values, an understanding of the landscape and your place within it, setting goals and objectives, measuring outcomes and KPIs. Walk through the different sections of a strategic plan and implementation plan based on a templates for completion by the organisation. Brainstorm key messages and implications.
- Subsequently agree timelines for the production of the strategic plan including an implementation plan and further Zoom sessions to discuss and review objectives, strategic goals and confirm priorities and sign off on Strategic Plan
- Review drafts prepared by the organisation and give feedback.
- The facilitator’s main support will be in advising and giving feedback on drafts produced by the organisation and mentoring
- Timelines for engagement on early and developed drafts to be agreed between the organisation’s main contact and our facilitator. A maximum of 20 hours support will be provided to any one organisation.
Methodology
Via Zoom.
The funding for the provision of these services comes from the National Training Fund administered by the Department of Further and Higher Education, Research Innovation and Science. The €100 nominal charge is by way of contribution. All participants will be asked to provide further information regarding Age Range, Gender, Employment Status, Educational Background, Role in Organisation, Organisation Activity & Size post registration.
Instructor
Phillip Morrison-Gale
Phillip is an experienced housing and charity consultant with over 20 years' of expertise in the housing sector in the UK and Ireland and is an experienced AHB Chief Executive. Phillip is also an associate consultant with Housemark, one of the UK leading social housing consultancies.
Phillip has worked in the voluntary and social economy sectors at a senior level and has been involved in strategic development of plans and services. He has established and scaled multi-million-euro projects which delivered positive outcomes for people, families and communities spanning a wide range of social objective areas including work with people on recovering journeys, at risk young people, intergenerational living initiatives and programmes designed to support healthy aging.
As a senior leader in the social housing sector, Phillip introduced strategies to support the social housing response to domestic abuse designed to support tenants experiencing domestic abuse, improving their safety and help reduce homelessness presentations. Phillip has also collaborated with local authorities to roll out their ‘Rapid Re-housing Transition Plans’ which worked to support stable accommodation for people being liberated from the prison system with a view to reducing reoffending.
Phillip has a deep understanding of the social housing and charity sector, governance, regulation, legislation, and good practice. He has led large scale change management and culture change reviews, developed strategy and commissioned services (such as independent living services for older people, asset-based support services for at risk young people, and care leavers and people with disabilities) and has supported organisational growth and development in highly regulated areas.
An effective communicator and facilitator, Phillip is skilled in engaging diverse groups in meaningful conversations, fostering collaboration and ensuring ideas and objectives are clearly understood. His approach to active listening and adaptability allows him to guide conversations strategically toward productive outcomes.
Phillip holds in-depth knowledge and understanding of what ‘good’ looks like and how to support organisations to meet their desired objectives.
Fees
| €100 | Nonprofit Organisation |
| €100 | Carmichael Resident Organisation |
| €100 | Statutory Organisation |
| €100 | Corporate Organisation |
Testimonials
The instructor made it very easy to understand as there was a step by step approach. The instructor was also very engaging to work with and gave excellent advice throughout.
We now have a 5 year plan that would not have been possible without this support. We would have really struggled to draft a plan without the support provided.
The instructor made things very manageable and was so helpful with any questions. This kept us on track throughout which helped our focus.
This really helped to get board members engaged.