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Strategic Management Framework Course 104: Developing an Annual Operating Plan and Functional Feedback Loop

April 5, 2023 - 10:00 AM

CAMEO’s National CDFI Academy is pleased to offer its new Strategic Management Framework series, designed specifically to support micro and small business lending CDFIs in understanding the components of a robust strategic management framework essential to a strong performing CDFI.


Instructor: Leslie Hoffman

Learning Outcomes: As a result of participating in the training, students will

  • Have an understanding of the key elements of mission growth, financial strength, capitalization, and organizational capacity goal setting;
  • Understand how to develop an annual operating plan tied to strategic goals;
  • Have an understanding of the key elements of the functional feedback loop;
  • Understand various tools and approaches to monitoring organizational progress on strategic management;
  • Have built relationships to strengthen their supportive network with peers.


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