2027 ops planning session · dec 9 + 10 · live on google meet

walk into 2027 with an ops plan you actually believe in

a two-day planning session for nonprofit eds who are still the person everything runs through. two live 90-minute sessions, 10am pt / 1pm et.

$397 usd8 spots
Vivian walking down a tree-lined street with her bag

plan 2027 with someone in the room

most eds i talk to will plan 2027 the same way they planned 2026: alone, late at night, in a spreadsheet they open once in january and then never again. (i've done it too, so no judgment here.) by february the year has its own momentum. by spring, the things nobody planned for, like the hire that didn't happen or the grant report nobody owned, are a lot harder and more expensive to fix.

this session is two focused blocks to get your 2027 operations out of your head and onto paper. we'll look at what you want 2027 to be, get honest about what 2026 actually looked like behind the scenes, and turn it into a quarter-by-quarter plan with the people, tools and budget it needs.

it stays in my lane, which is operations: who owns what, what's likely to break as you grow, and what needs to be in place so the org isn't still running through you this time next year.

sound familiar?

you're starting january behind

  • your staff still check with you before almost anything moves forward
  • a grant, contract or campaign grew your budget faster than your systems could keep up
  • you've said "i'll document that when things calm down" more than once this year (and things haven't calmed down)
  • you don't have a coo or deputy, so ops lands on you by default
  • you're tired of starting every january already behind

how it works · two days, three hours

we build it, then we pressure-test it

day 1 · wed, dec 9

we build it

i walk you through the planning framework step by step and you fill in your workbook as we go. you leave with a rough draft of your 2027 ops plan.

  1. your 2027 goal, and what ops has to do with it
  2. looking back at 2026: what worked, what didn't, and why
  3. your ops swot
  4. finding the gaps that matter most
overnight

let it sit

sleep on it, and fill in anything that needs a staff member's input.

day 2 · thu, dec 10

we pressure-test it

bring what you've got. we cover anything we didn't get to, then spend most of the time on live feedback on your plan.

  1. turning your gaps into quarterly objectives and key activities
  2. resources: what you have, what you need, and by when
  3. live feedback and q&a on your plans
  4. next steps for putting your plan to work in january

both sessions are recorded, so if a staff crisis pulls you out for twenty minutes (it happens), you won't miss anything.

this is for you if

  • you're an ed or senior leader at a nonprofit, and ops mostly lands on you
  • your org has grown, or is about to, and your systems haven't caught up
  • you're willing to look honestly at what didn't work in 2026
  • you want a plan you can actually hand to your board or team
  • you can block off two 90-minute sessions in december

what you walk away with

  • a draft 2027 operations plan, tied to your org's actual goal for the year
  • an honest look back at 2026
  • an ops swot, so you know what to lean on and what could derail you
  • quarterly objectives, with the key activities that get each one done
  • a resource check: the people, tools and budget each one needs
  • the workbook to reuse next year, plus recordings of both sessions

who's leading it · vivian gietz (she/her)

i've been the one cleaning up after the plan

when my last nonprofit merged into a larger organization, i came in as operations director and inherited a lot of loose ends from an overworked ed. over the transition i brought every staff hr file up to date, led the re-licensing walkthrough (approved), moved the finances over with our bookkeeper, and project-managed a full tech change-over. frontline staff kept working the whole time.

i'm a fractional coo for nonprofits, with 8+ years in nonprofit operations and over $400k in grant funding secured. my seed to harvest method moves orgs from founder-dependent to team-led, and i spoke on it at the 2026 rural nonprofit leader summit.

Vivian laughing in front of a pink mural

start january with a plan,
not a pile

i'm keeping this group to 8 people so everyone gets real feedback on day 2. december 9 and 10, live on google meet, $397 usd.

not sure it's the right fit for your org? grab 20 minutes with me and i'll tell you honestly.