Central CA SBDC Regional Network
Helping Your Business Start, Grow and Succeed

Tools and solutions to creating an effective strategic plan for small businesses and nonprofits are among topics of this week’s free webinar presented by the Small Business Development Center at CSU Bakersfield. 

Host and SBDC director, Kelly Bearden is joined by consultant and author Eric Ryan, co-founder of Mission Met, a company that specializes in nonprofit strategic planning, training, and coaching. Ryan discusses five key barriers to overcome and solutions on how to create and execute an effective strategic plan. A veteran of more than 25 years in nonprofit strategic planning, Ryan has led hundreds of nonprofit strategic planning facilitations and consulting engagements throughout the U.S. Clients include the California State Parks Foundation, California Hispanic Chambers of Commerce, Albert Schweitzer Fellowship Program, the City of Yreka, and many more.

Aaron Falk, President and CEO of the Kern Community Foundation (KCF) also joins Kelly. He discusses how many public and private organizations give money to and receive money from grantmakers and government, plus nonprofit strengthening tools available through KCF to local nonprofit organizations, many at no cost.

The webinar begins with Kelly providing updates on the upcoming Corporate Transparency Act and how it will affect nonprofits, and Central California weather-related disaster relief programs set to end by Dec. 31.

This marks the 301st episode of the weekly “Webinar Wednesday” business series that provides news and information helpful to employers and business owners.

The CSU Bakersfield SBDC provides free one-on-one consulting to help small business owners. New and existing businesses can sign up for assistance by clicking here!

TIMESTAMPS - The Bold blue underlined link below is where Eric Ryan with Mission Met begins his presentation
00:00 Intro
00:38 What’s up today December 6, 2023
03:22 Poll Question #1: “What is your nonprofit’s biggest concern today?”
05:45 Corporate Transparency Act (CTA) Effective 1/1/2024
09:07 How the Corporate Transparency Act Affects Nonprofits
11:15 Small Business Federal Reserve Credit Survey
12:44 Kelly introduces Aaron Falk – President & CEO of the Kern Community Foundation
14:10 Aaron Falk begins to speak
15:36 What We Do - Fund Management and Local Grantmaking
21:14 What We Do – Business Activities and Nonprofit Strengthening
25:51 Kelly rejoins Aaron and continues the webinar
26:24 SBA disaster loans expiring soon
26:59 SBA Disaster Loans Comparisons
27:42 Applications are open for $10,000 grant for Mono County Business Owners https://tinyurl.com/MonoCountyGrant
28:05 Want to run a home day care business? $1,000 start-up grants
28:43 See what tools the SBDC has for your business
28:57 CSUB SBDC YouTube Channel
29:16 All About Economic Injury Disaster Loans
29:39 Kelly introduces Eric Ryan, founding partner of Mission Met
31:24 Overcoming Common Barriers to Creating and Executing a Nonprofit Strategic Plan
34:10 Who We Are
34:31 Outcomes and Agenda
34:46 A Real Gift for You: Proven, Simple and Powerful Strategic Planning Concepts
35:12 Taking Action
35:35 Getting on the Same Page: What is a Strategic Plan?
37:52 Overview: Barriers and Solutions
38:29 Barrier #1: An Event-based Mindset
39:09 Solution #1: A Process-based Mindset
41:01 Barrier #2: Distractions and Overwhelm
42:01 Solution #2: Build Support Systems
44:20 Sample Annual Planning Calendar
45:38 Barrier #3: Overly-complex Plans
46:53 Solution #3: Plan Summarized on One or Two Pages
47:57 A Simple Two-Section Plan
48:17 Example: Sample Plan – Green Words
50:17 Barrier #4: Poorly-written Goals
52:25 Solution #4: Well-designed Goals
52:35 Bonus: Process-based Goals
52:49 Well-designed Goals
54:01 Barrier #5: Technology Not Leveraged
54:25 Solution #5: Strategic Planning Software
55:01 Take Action
55:14 Resources
55:55 Kelly rejoins Eric for discussion, plus Questions and Answers
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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration and a Grant with the Governor’s Office of Business and Economic Development. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA or the Governor’s Office of Business and Economic Development. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact the California SBDC closest to you.