Leadership role
Director of Planning / Strategy
Directs an organization's strategic and operational planning.
Reporting and scope
Typically reports to the Executive Director / CEO, COO or Chief Strategy Officer. Authority covers the planning process and performance tracking across the organization.
Core responsibilities
- Runs the strategic planning process with leadership and the board
- Analyzes community needs, markets and competitors
- Tracks goals and performance measures
- Supports partnership, affiliation and growth assessments
- Prepares board materials on strategy
- Coordinates annual operating plans with finance
How it differs
Chief Strategy Officer and VP of Strategy are the executive tiers above. Chief of Staff manages the executive office and priorities. Director of Planning / Strategy manages planning work at director level.
By organization size
Small organizations rarely have this role and use consultants for planning. Health systems and large nonprofits have planning offices that also handle market analysis and certificate-of-need work where required.
Filings from the last five years mapped to this role commonly report titles such as: Director of Strategy; Director of Planning; Planning Director; Director of Strategic Planning; director, strategy; Dir of Strategy