Becoming a Strategy Based Change Agent:  How to Get Your Plan from Brainstorm to Boardroom

Course Dates:

Click here to pre-register for this class now!

Course Length: 2 days
Delivery: Instructor Led/Group Live
Prerequisites/Advanced Preparation: None
Course Level: Basic
Course Fee: $795/single participant (call for group and/or on-site pricing)
Recommended CPE:  16 hours
PDUs/PDHs/PDCs: 15

If you are  leader who has been tasked or decided to create a Strategic Plan, this course is for you.  Consider the following:

  • Not getting the results you want
  • You’ve never met a priority you didn’t like
  • Your potential customers don’t know what you do or your level of service
  • Your social media presence is absent or weak
  • You don’t know where your organization will be in three years or how it will get there
  • Your organization isn’t clear on where it’s going
  • Your staff operate in silos, and a different way of working is required
  • You want to introduce a culture change into your organization
  • Covert processes indicate a lack of direction and are getting in the way of being productive.

A Strategic Plan would be helpful to you and your organization. Here are some of the many benefits of developing a Strategic Plan:

  • Establish the direction of your organization
  • Get clear on your mission and service levels
  • Control and get clear about where your money is going
  • Create the future you want in an uncertain environment
  • Achieve greater job satisfaction for you and your staff, and
  • Evaluate goal accomplishment


  • To assess you and your organizations’ level of readiness for strategy development and increase EQ
  • To assess and understand your organizational context in preparation for planning
  • To review and apply several models on leadership, change, complex adaptive systems and a traditional model of strategy development
  • To develop a high level plan to begin your strategic planning process

What you will walk away with:

  • A plan on how to get your agenda on the table and into a budget
  • A list of your stakeholders and a process for engaging them
  • An understanding strategic tensions inherent in the process of formulating strategy
  • Being clear about your leadership challenges and how you will address each of them

Cancellation Policy: 5 working days for full refund. Cancellations after that time are charged full tuition for the course.

For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 919-878-7100 ext. 22

Knowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Concerns regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: