Post COVID-19 Planning Strategies

2 Credits: Personnel/Human Resources


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Post COVID-19 Planning Strategies

Course Level
CPE Credits

2 Credits: Personnel/Human Resources

Course Description

We are operating in a VUCAS world – volatile, uncertain, complex, ambiguous, and speedy. Your organizations need more than a budget to guide them into a successful future – they need well-defined planning strategies – a business GPS.  A well prepared strategic plan, just like a GPS, will identify multiple routes to achieve goals, track progress, warn on risks and re-route to avoid obstacles. Unfortunately traditional forecasting is limited in its value – more like a paper map than a GPS.  This session will introduce you three different approaches to planning: Mission-based planning, Keep-Stop-Start, and to the process of backcasting – a strategic planning approach that begins with the end in mind.

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Learning Objectives

  • Identify the characteristics and behaviors of strategic thinking
  • Recognize the elements of the Keep-Stop-Start method of planning
  • Apply the five-step backcasting process
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Course Specifics

Course ID
Revision Date
April 1, 2021


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jennifer Elder Headshot

Jennifer Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a background in accounting and finance that spans more than 25 years. She has a Master of Science in Organizational Management and Leadership. Jennifer is also a faculty member at Antioch University New England in the Green MBA program. Jennifer Elder has worked with organizations around the country ranging in size from 2 to 60 employees, from start-ups with $0 in revenue to mature organizations with $172 million in revenue, in a variety of industries, including real estate, construction and development, manufacturing and …