top of page

Operational Planning and Capacity Building

This module focuses on translating strategy into actionable plans and strengthening internal systems. Participants will learn how to move from high-level strategic goals to clear implementation steps, roles, and timelines that drive progress. The session will also explore ways to build the infrastructure needed to sustain long-term impact and organizational growth.

JPMC Logo.png

DATE

Friday, January 23, 2026

TIME

10:00 am - 11:30 am CST 

VENUE

JSMF Office (4565 McRee Ave #120, St. Louis, MO 63110)

PRESENTERS

SMR new headshot.jpeg

Managing Director at Envoy 

Salomon Moreno-Rosa

Salomon is a Managing Director at Envoy. He uses his background and expertise in nonprofit administration and policy development to inform nonprofit operations, philanthropy, and strategic planning engagements that help drive organizational goals and advance local outcomes.  

ENV_266-1.jpg

Alejandra Piers-Torres

Manager at Envoy 

Alejandra is a Manager of Strategy & Philanthropy at Envoy. She brings experience in local government, public/private partnerships, and program development to support social impact initiatives. Alejandra holds a BA in International Relations and Hispanic Studies from Brown University.

ENV_176-1.jpg

Rothschild Toussaint

Associate at Envoy 

Rothschild is an Associate in the Strategy & Philanthropy sector at Envoy. He brings experience in economic development, affordable housing, research, and policy analysis. He employs a mixed methods research and data-driven approach to tackling social challenges. He holds a BA in Economic Geography from Dartmouth College.

Resources

Planning

The purpose of the “Capacity Building Toolkit for Community- Based Organizations” is to provide guidelines for Community-Based Organizations (CBOs) to strengthen their organization and improve their management and operational systems.

This toolkit, developed to support those scaling employment programs, aims to help you expand social innovations successfully.

This practical toolkit to is meant to help established nonprofits run more effectively and save money by implementing important operational procedures.

The first half of this resource depicts a sample strategic technology plan created by a fictional nonprofit organization to provide a model for how to complete such a plan. In the second half, you'll find a blank template you can use to create your own strategic technology plan. This template is meant to be a starting point; add as many relevant sections as needed to incorporate your own plan.

This IT Resource Planning template provides resources that shows categories of detailed resource, requirements, summary of detailed resource, requirements, net change, and staffing.

Session Agenda

  • Welcome & Ice Breaker​

  • Review of Last Module​

  • Module 3: Operational Planning & Strategy Execution​

  • Guest Speaker​: Caylin Haldeman

  • Breakout / Discussion​

  • Closing and Next Steps​

This guide provides a comprehensive way to actualizing a strategic plan and providing actionable implementation. This includes codifying the communications process, resource planning, metrics tracking, and more.

This toolkit provides robust grounding in the purpose and value of strategic planning for an organization, verses personnel in the process and content of planning, and offers practical tools to assess and guide an organization in pursuing a strategic planning process.

The Scale Pathways Guide is intended to be used as a tool to learn about different scale pathways and to understand the key aspects and implications of choosing each scale pathway.

Assessment

This workbook is designed to help walk you through the process of conducting a feasibility analysis for a proposed project idea. The workbook can also be used as a template to develop a formal project feasibility report or used as a roadmap for project development.

The OMT provides the opportunity for an organization to consider itself as a whole, reflect and build on its strengths, asking what works well and what could be improved. It then helps to identify collectively priority areas for improvement and steps for addressing them, all through organization-wide discussion.

This guide provides a detailed breakdown of different KPIs (Key Performance Indicators, a number that measures one very specific aspect of your organization) that are key in understanding organizational health and help with future planning

This tool analyzes the true costs of programs and to implement this financial management practice. The template is based on the information and decisions described in the process outlined in the previous section, such as defining programs, identifying direct and indirect costs, and selecting allocation methods.

This checklist helps de-risk market entry strategy by evaluating all aspects of expansion readiness, including market analysis and operational alignment, ensuring a comprehensive approach to successful growth.

The McKinsey Capacity Assessment Grid is a tool designed to help nonprofit organizations assess their organizational capacity, in supporting the Capacity Framework, which explains the seven elements of organizational capacity and their components.

This guide describes implementation guidelines, and proposes practical scenarios of how to implement the Balanced Scorecard for a new outreach ministry within a nonprofit religious organization.

This guide highlight capacities within and surrounding your organization, system, or any project or initiative you are launching to improve your early childhood system. There are 5 dimensions and 23 sub-dimensions of capacity that can help you identify the specific capabilities you want to change to improve organizational capacity, organizational effectiveness and efficiency, and leadership and staff capacity.

Implementation Tools

Developing an operations plan involves translating strategy into prioritized actions, aligning resources and ownership, and establishing clear mechanisms for execution, monitoring, and adjustment.​

This operations planning excel sheet provides a framework to assign, track, and complete tasks at various organizational levels and keeps data centralized.

This operations planning excel sheet provides a framework for staff to plan projects, track resources, and maintain organizational transparency.

Presentation slides used during January 23rd session

envoy-logo-animation.gif

© 2025 by Envoy Advisory LLC.

  • LinkedIn
bottom of page