Consultants Development Institute

CDI is perfect for:


Advisors

Auditors

Board consultants

Business consultants

Change management

Coaches

Educators

Engineering consultants

External consultants

Facilitators

Facilities consultants

Financial consultants

Fundraisers

Generalists

Government consultants

HR professionals

Internal consultants

IT consultants

Leadership consultants

Management consultants

Marketing consultants

Media consultants

Mentors

Nonprofit consultants

Operations consultants

Organization development

Planners

PR consultants

Project managers

Process consultants

Social media consultants

Specialists

Strategy consultants

Technical consultants

Technical writers

Trainers

Virtual Series: Facilitating Strategic Planning --
How to Earn a Certificate in the Series

These requirements are for participants in the Certificate Track in the Series. It requires approximately 13 hours to meet all of the requirements for the Certificate during the eight weeks of the term. (Some collaborations with CDI might have arranged different fees and requirements for the Certificate, for example, to attend a certain number of facilitated peer learning sessions instead of completing a capstone project. See How to Collaborate With CDI to Offer Strategic Planning Training to Your Constituents.)

The deadline to enroll in the Certificate Track is the last day of the first course per the Course Schedule. The home page includes the procedure to enroll in the Certificate Track and pay the fee. The fee can be refunded before the scheduled end of the first course if you decide to withdraw from the Series or transfer to the Audit Track.

(We recommend that you bookmark this page for your reference during the Series.)

Many Reasons to Earn a Certificate

  1. To verify your increased knowledge and skills in facilitating strategic planning.
  2. To enhance your credibility among your peers and clients.
  3. To increase your confidence in using your new abilities in facilitating strategic planning.
  4. To increase your marketability in the increasingly competitive field of strategic planning.
  5. To have a valuable professional goal to sustain motivation during the Series.
  6. The activities to maximize your learning during the Series are the same activities needed to earn the Certificate anyway.
  7. It is very unlikely that you would ever find a Certificate program that is as highly accessible as this Series in CDI.
  8. Research shows that people are much less likely to complete a self-directed, online program if they do not have some financial commitment to the program.
  9. In this Series, faculty share feedback to the Journals and Strategic Plans provided by the participants in the Certificate Track.

Requirements to Earn the Certificate

Paid the Fee for the Series

  1. You paid the $225 Certificate fee. This is a dramatically low price for what is essentially a two-day workshop about facilitating strategic planning! Do not judge the quality of this Series based on its low fees – our goal is to spread strategic planning skills, and not to maximize a profit.

Received Passing Grades on Quiz and Learning Journal for Each Course

  1. You watched the video.
    • Grading – You answered at least 80% of the video's post-assessment questions accurately.
  2. With your Learning Journal, you:
    • Wrote at least a 150-word response to the "Pause for Reflection" slide in the video.
    • Wrote at least a 150-word essay to summarize and synthesize your learning from the video.
    • Received a grade of "pass" (on a pass/fail basis), based on:
      • Your reflection showed thoughtfulness and clarity in applying the content of the course to your own situation and/or strategic planning.
      • Your summary and synthesis closely integrated many of the topics in the content of the course.
      • Your submission of your Journal within one week after the end of the course.

This requires approximately 1.5 hours per course, or a total of 7.5 hours during the Series.

Received Passing Grade on Capstone Project: Sample Strategic Plan

  1. During the 3rd course, "Customizing Your Strategic Planning Process", you completed the Template to customize a strategic planning process.
  2. During the 4th and 5th courses, you completed, a customized, sample Strategic Plan according to
    the best practices specified in those two courses.
  3. You provided the Template and the Strategic Plan to faculty before the end of the Series as specified on the Course Schedule.

Grading (pass/fail) – The purpose of this capstone project is to demonstrate your understanding of the
best practices in developing a relevant, realistic and flexible Strategic Plan. The purpose is not
necessarily to develop a Strategic Plan for your own organization. Thus, you might need to do the
sample Plan for an imaginary organization, in order to meet the timing of the assignments for this
Series. Faculty will assess the quality of your sample Strategic Plan based on how well you implemented the best practices that were specified in the 4th and 5th courses. The Template and Plan
will be graded within 14 days after the end of the term.

The capstone requires approximately 5.5 hours during the Series.

(Return to the Series Facilitating Strategic Planning.)