Application: Strategic Planning Volunteer

Position Title: Strategic Planning Volunteer

Organization name: Organization for Transformative Works

Committee: Strategic Planning

Reports to: Strategic Planning Committee Chair

Time Requirements: 2 – 4 hours/week

Term: 1+ years (with 2-week mandatory break and optional additional 2 weeks, separate from any hiatuses)

Role overview: The members of the Strategic Planning Committee are responsible for conducting the strategic planning process for the organization, including: collecting information on the functioning of the org; analyzing trends; identifying problems, best practices, and future goals; presenting findings to the Board, the OTW as a whole, and the wider OTW community; facilitating the drafting, review, and implementation of the strategic plan.

Key Responsibilities:

  • Attend meetings and participate in discussions
  • Share equally in committee work, including:
    • Drafting and editing documents
    • Implementation monitoring
    • Information collection (surveys, email and chat interviews, questions and feedback from the contact form)
    • Minutes
    • Documentation of committee procedures and decisions
    • Committee administration duties
  • Actively work to understand the issues the committee and each team of the Org faces, as well as the bigger picture of the organization
  • Research and keep up to date on the theory and practice behind the committee’s work
  • Maintain a commitment to confidentiality regarding the work of the committee and all internal discussions and information


  • May hold a seat on Board of Directors, with the following requirements:
    • During feedback-gathering, or implementation monitoring, the volunteer must always identify themselves as acting only as a member of the SP committee
    • When Board approval or feedback is needed/requested, the volunteer cannot provide that approval/feedback and the request must go through the usual Slack channel communication with the Board
    • If concerns are expressed by other committees to the SP Chair(s) about perceived lack of impartiality or conflicts between the role of Board member and SP Committee member, the member may be asked by the Chair(s) to step down from the SP committee temporarily.
  • May hold a position as a volunteer or Chair of another committee (but must identify themselves as acting only as a member of the SP committee during feedback-gathering or implementation monitoring)
  • Strategic Planning welcomes those with no prior experience volunteering with the OTW

Skills and attributes:

  • Strategic planning experience or understanding of strategic planning best practices
  • Understanding of information processing/statistics and/or survey construction (helpful)
  • Impartiality
  • Ability to share tasks and contribute to a group environment
  • Commitment to clear and open communication
  • Reliability
  • Ability to work with a variety of personalities
  • Experience and/or training in conflict management and resolution
  • Commitment to confidentiality
  • Ability to approach issues with an open mind

Training Requirements:

Strategic Planning Volunteers will :

  • Be trained in accordance with the Strategic Planning Training Procedure
  • Be open to mentoring and/or coaching other volunteers in specific bailiwicks if requested or needed
  • Be open to being mentored or coached if other volunteers have knowledge or experience to share