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

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