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Strategic Planning



Every organization and institution is faced with the challenge of thoughtfully planning for the future, both known and unknown. This discussion will help you answer the question, What is the five year plan? What data, which forecasts are needed to properly formulate a strategic plan, the road map for moving your organization forward? Is there a proven template?  Or is there some secret formula, a special approach that the best leaders have already mastered? If every organization needs a five year plan, why isn’t the process easier, more effective, less time-consuming? This stimulating discussion between some of our industry leaders will likely generate as many questions as answers, but that too may help you move forward.

Confirmed speakers include Jonathan Clark, Principal, Independent Consultant and Managing Agent, DOI FoundationRhonda Ross, Director, Global Marketing, CAS, a division of the American Chemical Society, and Chris Shillum, Executive Director, ORCID.

Event Sessions


Jonathan Clark

Principal, Independent Consultant and Managing Agent
DOI Foundation

Rhonda Ross

Director, Global Marketing
CAS, a division of the American Chemical Society

Additional Information

NISO assumes organizations register as a group. The model assumes that an unlimited number of staff will be watching the live broadcast in a single location, but also includes access to an archived recording of the event for those who may have timing conflicts. 

NISO understands that, during the current pandemic, staff at a number of organizations may be practicing safe social distancing or working remotely. To accommodate those workers, we are allowing registrants to share the sign-on instructions with all colleagues so that they may join the broadcast directly. 

Registrants receive sign-on instructions via email on the Friday prior to the virtual event. If you have not received your instructions by the day before an event, please contact NISO headquarters for assistance via email ( 

Registrants for an event may cancel participation and receive a refund (less $35.00) if the notice of cancellation is received at NISO HQ ( one full week prior to the event date. If received less than 7 days before, no refund will be provided. 

Links to the archived recording of the broadcast are distributed to registrants 24-48 hours following the close of the live event. Access to that recording is intended for internal use of fellow staff at the registrant’s organization or institution. Speaker presentations are posted to the NISO event page.

Broadcast Platform

NISO uses the Zoom platform for purposes of broadcasting our live events. Zoom provides apps for a variety of computing devices (tablets, laptops, etc.) To view the broadcast, you will need a device that supports the Zoom app. Attendees may also choose to listen just to audio on their phones. Sign-on credentials include the necessary dial-in numbers, if that is your preference. Once notified of their availability, recordings may be downloaded from the Zoom platform to your machine for local viewing.