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Lincoln Hall
800 Algoma Boulevard

Oshkosh, WI 54901

Local: (920) 424-1129
Toll-free: (800) 633-1442
Fax: (920) 424-1803

We've moved! 

Please visit us at our new location, Lincoln Hall, on the corner of Algoma Blvd. and Wisconsin St. Mail can still be directed to the address listed above. 

You are here: Home > Conferences and Workshops > Professional Development for Nonprofit Professionals > Role of the Board and Strategic Planning

Role of the Board and Strategic Planning

Saturday, March 15, 2013

8:30 a.m. –3:30 p.m. on the UW Oshkosh campus

We are sorry for any inconvenience, but this program has been cancelled.

Role of the Board

Participants will cover the details of developing and working with board members, and will discuss legal responsibilities, attracting the best board members, officer’s roles and the board’s role in long-range and strategic planning. Additionally, this workshop will cover fiscal and fundraising responsibilities, insurance and liability issues, and training and orientation. Finally, this program will discuss committees, communication, agency assessment and evaluation, and stewardship roles.

Strategic Planning

The focus of this workshop is the role of planning and how to make the planning process beneficial to your organization. This workshop will include components of a solid plan, involving the whole organization, writing goals and objectives, and setting priorities. To facilitate the planning process, the instructor will also discuss planning techniques, the use of focus groups, writing the plan, implementation, and market research and analysis. Lastly, participants will learn about the importance of a mission statement, the SWOT analysis, the role of the staff and board, who to involve in planning, retreats and planning meetings, commitment, and evaluation.


The fee for this workshop is $110, and it includes materials and morning refreshments. Lunch is on your own.


Boris Frank of Boris Frank Associates brings more than 30 years of nonprofit experience to his marketing, management, fund-raising, development and strategic planning workshops. As a presenter, Frank brings an inspiring approach to the competitive world of nonprofit organizations and receives high praises from workshop participants.

Continuing Education Units (CEUs)

Workshop participants can receive 0.6 Continuing Education Units (CEUs) for their 6-hour participation in this workshop.


For more information, contact the Division of Lifelong Learning and Community Engagement at (920) 424-1129 or toll free (800) 633-1442.

Program Manager

Bunny Hansen, Division of Lifelong Learning and Community Engagement, University of Wisconsin Oshkosh

Cancellation Policy

If UW Oshkosh Office of Continuing Education and Extension receives notice of cancellation 10 business days before the workshop, you will receive a full refund of fees, minus a $30 processing charge; No Refunds will be made for cancellations received after the registration deadline. No refunds will be given to no-shows. Registrations may be transferred to another person i n your organization at any time at no charge. Please inform us of such transfers in advance of the program, if possible. UW Oshkosh reserves the right to cancel any program due to insufficient enrollment, as well as the right to limit enrollment due to excessive demand.

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