Try This: Leading Strategic Planning with a Social Work Lens
What would be possible if more social workers stepped into strategic planning?
Social workers are natural systems thinkers, collaborators, and process facilitators—exactly the kinds of people organizations need when it’s time to step back and plan for the future.
Yet many social workers don’t see themselves as candidates to lead strategic planning efforts. That role often feels reserved for consultants, executive leaders, or those with formal strategy training. But strategic planning is about understanding people, holding complexity, and guiding values-aligned decisions, as much as it is about frameworks and facilitation.
If you’ve ever supported a group through change, named a pattern that no one else could see, or translated community needs into action, then you already have the foundation to lead a strategic planning process.
This activity helps social workers explore their readiness to lead a strategic planning process at the organizational level—and positions them to claim that leadership with clarity and confidence.
Objective:
To help social workers recognize and articulate the strategic, facilitative, and relational skills they bring to leading an organizational strategic planning process.
This activity is ideal for:
- Social workers in program design, implementation, or operations roles
- Social workers considering leadership or consulting roles
- Social workers interested in using their skills to shape organizational direction
What you’ll need:
- 45–60 minutes of uninterrupted time
- Pen and paper, whiteboard, or digital workspace
- Optional: a recent or upcoming strategic planning process in mind




