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Equine Strategic Planning

1 CE

🚨  This is a 48 hour rental only. 

Instructions for how to access will be sent to the email provided at checkout. Simply log on to our educational platform to come and go from the content for 48 hours only. 

Description:  Strategic planning is an important part of all businesses that is often overlooked, undervalued, and misunderstood. Equine Strategic Planning is no different, but is a valuable tool for our organizations to plan financially and, in turn, be more sustainable. Learn processes for how to take a critical look at current equine herds and evaluate the herd for long-term sustainability. Learn how to assess programs to develop a targeted approach for equine intake based on specific needs, as well as looking at ethical systems for retiring Steady Eddie in a timely manner.

  • Explain the role of strategic planning in equine program sustainability, including how intentional herd planning supports long-term financial stability and mission alignment.

  • Evaluate an existing equine herd using a structured assessment process to identify strengths, gaps, risks, and long-term sustainability needs.

  • Develop a targeted equine intake strategy that aligns horse selection with program goals, participant needs, and organizational capacity.

  • Identify ethical and practical retirement planning systems to ensure timely, responsible transitions for long-serving horses while protecting both welfare and program integrity.

Presenter(s):   Shelby Schult, PATH Intl. CTRI, Program Director at HETRA

MEET YOUR INSTRUCTOR

Shelby Schult, PATH Intl. CTRI 
Program Director at HETRA


Shelby grew up riding and showing American Quarter Horses, in a barn, where adaptive riding and therapy services were being offered every day. Upon graduating with her bachelor’s degree in Animal Science, she took a full-time position at Heartland Equine Therapeutic Riding Academy (HETRA) as the Equine Operations Manager and now serves as the Program Director. She is a PATH Intl. CTRI, ESMHL, Mentor and was selected as the 2023 PATH Intl. Region 7 Equine Caretaker of the Year. Shelby is driven by building and maintaining a therapy herd that is “happy, healthy, sane, and sound” and strives every day to learn from the horses and to share that knowledge with others in the EAS industry.