During this session, new participants will use Step 2: Plan from the HCBS Business Acumen Center Toolkit, “Disability Network Business Strategies: A Roadmap to Financial and Programmatic Sustainability for Community-Based Organizations”. This resource is a ‘how-to’ guide designed to help Community-Based Organizations (CBOs) evaluate, plan, develop, implement and monitor strategies to help build and sustain their organizations in various business climates. ​

Step 2: Plan discusses the activities that CBOs need to do in order to analyze the information they collected in an environmental scan and strengths, weaknesses, opportunities and threats (SWOT) analysis and provides recommendations on how to organize and prioritize that information in a strategic plan that will help their organizations achieve their goals. Since building and implementing a strategic plan involves a number of people and departments, the module also discusses how to manage organizational change.