Essential Board Plan

Guide Your Nonprofit Board in Developing Annual Goals & a Work Plan

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The Essential Board Plan is an online facilitated workshop designed to guide a nonprofit board to develop an annual board set of goals and work plan.

The Essential Board Plan Team is the Board itself, which may also include the Executive Director. The process can accommodate any size board.

The Essential Board Plan Tasks include:

  1. Identify Board Roles
  2. Assess Board Roles
  3. Identify Board Goals
  4. Develop Preliminary Board Goals

The format of the process is designed in four parts:

  • Orientation and Prework – specifically for the Executive Director and Board Chair, who will be driving the process.
  • Workshop – a 2-hour workshop in which the board gathers in person to view the online guided facilitation, and participate through the 4 tasks
  • Postwork – specific work, in tandem, that occurs over the course of a month or more.
    1. Executive Director and Board Chair
    2. Committees
  • Board Meeting – final step in the process to approve the Essential Board Plan for the organization.

The Essential Board Plan Template is the framework that captures all the work completed and synthesized throughout the process. It is the final document that is approved, and can be used as the guiding work plan for the Board.

Your Instructors

Jay Vogt & Judy Ozbun
Jay Vogt & Judy Ozbun

Helping nonprofits save time and money fulfilling their mission.

EssentialWorth Founders Jay W. Vogt and Judy A. Ozbun, bring a combined 50+ years of broad organizational expertise across multiple sectors (corporate, small business, nonprofit, academia) and industries (healthcare, retail, environment, education, and others).

Jay believes EssentialWorth can help transform nonprofits by providing online solutions that spark conversation and unite teams.

Judy is passionate about translating planning into fun, empowering and actionable processes that help nonprofit leaders create plans they will use–so that they can get back to their passion to improve the world.

Frequently Asked Questions

When does the program start and finish?
The program starts immediately and never ends! It is a completely self-paced, self-guided online program - you decide when you start and when you finish.
How long do I have access to the program?
After registering, you have unlimited access to this program for as long as you like.
What if I am unhappy with the program?
At EssentialWorth, customer satisfaction is our #1 priority. If you are unsatisfied with your program, please contact us at [email protected] and we'll do whatever it takes to make it right.
What if I have issues accessing or downloading the content?
Just contact us at [email protected] and we'll be happy to help!
How do I access the Essential Board Plan Online?
Once your organization’s registration is complete, team member will gather and participate in the workshop program together.
Where can I access program materials?
All materials are hosted online through our site at
Should we send completed pre-work out in advance or just bring them to the workshop?
It will be helpful for your team members to see pre-work electronically, in advance, for their review and reflection. Please also bring paper copies on three-hole-punched paper for inclusion in each participant's binder when you meet in person for the team workshop.

Get started now!