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Rad Labs Presents:
Strategic Planning Workshops


Get ready for a professional development workshop like no other

The Rad Labs Strategic Planning Workshop is designed to provide:

  • Expert training and advice from Rad Philanthropy

  • Experiential training with a cohort of peers

  • Develop your 2025 strategic and operating plans over the course of the workshop

What is the Rad Labs Strategic Planning Workshop?

The Workshop is a hands-on course that lasts for six weeks during Spring 2024. Meeting virtually, you will receive weekly training and coaching from Perry Radford, advancement pro. This training will bring together unit and program managers from a variety of institutions, so you’ll get the added benefit of learning from each other. 


You’ll learn best practices about strategic planning in advancement shops. We’ll explore your organization’s culture and your individual leadership traits to find insights that complement your program knowledge, maximize your plans, and help you lead with influence. You will take what you learn to create your strategic and operational plans for the 2025 fiscal year, receiving feedback and coaching from Perry and your peers throughout the workshop.

What You'll Leave the Workshop With

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The workshop is conducted with a cohort of your peers. You'll make deep connections and learn from the varied experiences and programs of participants. 

Flexible Payment Planning

Plans are go!

In this workshop you'll learn by doing. You'll draft strategic and operating plans, refine them with the feedback of your coach and peers, and leave ready to implement them for the new fiscal year. 


Free Coaching

We believe that you learn by doing, and strategy is only as good as what you've predicted. Since we don't have crystal balls, you'll receive two free coaching sessions after the workshop to use as you put your plan in action. 


This workshop is for you if....


Life-long learner

Are you someone who is curious and always trying to better understand the "why" and the "how" of it all? Has your past planning been more focused on what activities you'll complete than why they form a coherent plan or strategy to achieve a specific impact? 


Unit or program manager

You're a leader and responsible for an entire team, unit, or program.  Here are some examples:

Programs: you're fully responsible for something like a day of giving or a homecoming weekend.

Team or unit: You manage a team or unit such as annual giving, alumni relations, or prospect research.


Ending your fiscal year

Does your fiscal year end and begin during the summer? This workshop is timed to help those wrapping up one fiscal year make plans for the next.

Meet Your Coach

Perry Radford, Advancement Pro

Perry Radford (she/hers) is the Founder and Principal of Rad Philanthropy. In this role, Perry helps fundraising organizations as interim staff, serves as strategic counsel, manages key projects, and leads team-building workshops that bring groups closer to each other and their philanthropic purpose. Additionally, Perry is a skilled trainer, coach, facilitator, and speaker who is deeply invested in enhancing skills and culture for those working in the advancement industry.


Prior to launching Rad Philanthropy, Perry spent the last 15+ years working in annual giving and alumni relations at Scripps College, Emerson College, Caltech, Harvey Mudd College, and got her start at her alma mater, UC Santa Cruz. Her responsibilities included project managing large-scale digital fundraising events, leading affinity fundraising programs like reunions, volunteer engagement, creating marketing campaigns, personal solicitation, and more.

“Perry is incredibly communicative and friendly, realistic and supportive, and will challenge you to challenge yourself. You will explore, grow, and feel prepared!"

Sila Avcil, Executive Director


To encourage collaboration among unit leaders, Rad Philanthropy is offering team pricing for these workshops


Price for one participant.


Price for two participants.


Price for three participants.

Join the Interest List

Want to know more or ready to sign up when registration goes live? Please join our Rad Labs Strategic Planning Workshop interest list.

Questions about the workshop? Email

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