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Strategic planning workbook for Non-Profits

Fast Track Strategy Planning Workshop for Non-Profits

This is a great tool for Non-profit boards to help them plan for success. Please feel free to print this out and use it for your planning sessions.  Best of luck in whatever project you're are working on.

Our MISSION is:  (our reason for existing and for whom)

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

2.  Assumptions:  (This is our buy-in)

If not achieved:  (what happens)

a.____________________________________________________

b.____________________________________________________

c.____________________________________________________

d.____________________________________________________

3. Vision it possible!!

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

4. Our VALUES!

_________________________________________________________________________________________________________________________________________________________________

5. Beneficiaries of our services:  (who benefits and how)

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Who Else benefits and how:

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

6. “SWOT” analysis: 

Strengths:  (internal)

____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Weaknesses:  (internal)

__________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Opportunities:  (External)

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Threats:  (External)

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

7.    Issues and obstacles to our success:

1.     _________________________________________________

2.     _________________________________________________

3.     _________________________________________________

4.     _________________________________________________

5.     _________________________________________________

6.     _________________________________________________

7.     _________________________________________________

8.     _________________________________________________

9.     _________________________________________________

10.                       _____________________________________________

11.                       _____________________________________________

12.                       _____________________________________________

8.    Vital Signs to measure our progress, and why:

a._________________________________________________________________________________________________

b.________________________________________________________________________________________________

C.________________________________________________________________________________________________

d.________________________________________________________________________________________________

e._________________________________________________________________________________________________

f._________________________________________________________________________________________________

9.    Critical Success factors:

1.  ____________________________________________________________________________________________________________

from___________________to____________________________

Who’s responsible:____________________________________

Goal: ____________________________________________________________________________________________________________

Goal:

____________________________________________________________________________________________________________

Goal:

____________________________________________________________________________________________________________

CRITICAL SUCCESS FACTOR

FROM ___________________TO______________________

WHO’S RESPONSIBLE:_____________________________

Goal:

______________________________________________________

Goal:

Goal:

____________________________________________________________________________________________________________

Critical Success factors

____________________________________________________________________________________________________________

From:_____________________________to:_________________

Who’s responsible______________________________________

Goal:

____________________________________________________________________________________________________________

Goal:

____________________________________________________________________________________________________________

Goal:

____________________________________________________________________________________________________________

10.                       Goals. . . solutions. . . actions . . . timing

Use separate paper for this purpose to explain in detail

For EACH CRITICAL SUCCESS FACTOR

IDENTIFY EACH GOAL

THEN  LIST SOLUTIONS (OBJECTIVES)

THEN LIST ACTION STEPS NEEDED TO ACCOMPLISH THE SOLUTIONS

THEN IDENTIFY THE NECESSARY TIMING REQUIRED.

REPEAT THIS PROCESS FOR EACH CRITICAL SUCCESS FACTOR.

11. RESOURCES WE HAVE . . .RESOURCES WE NEED

RESOURCES WE HAVE:

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

RESOURCES WE NEED:

Development dollars required . . . and for what projects

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

RESOURCES WE NEED:

CAPACITY BUIDING REQUIRED:

________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

11.  IMPLEMENTATION REVIEW

WHO:__________________________________________________________________

WHAT:_________________________________________________________________

WHEN:_________________________________________________________________

HOW:__________________________________________________________________

WHO:__________________________________________________________________

WHAT:_________________________________________________________________

WHEN:_________________________________________________________________

HOW:__________________________________________________________________

WHO:__________________________________________________________________

WHAT:_________________________________________________________________

WHEN:_________________________________________________________________

HOW:__________________________________________________________________

WHO:__________________________________________________________________

WHAT:_________________________________________________________________

WHEN:_________________________________________________________________

HOW:__________________________________________________________________

Let’s Champion the Cause of:   (in 5 words or less)

______________________________________________________________!!!!!!!

Let’s begin to implement our strategy plan!!!!!

Any questions from the process used to develop the plan?

We should all feel relief and pride.  We have prepared and crafted a strategy plan.  From this there is hope, excitement, challenge, and now there is the need for hard work on the execution side.

Vision means change.  People resist change.  Without extraordinary measure from this point forward, this great plan may not succeed.

What can we do to assure its success? (some tips)

1.     Attach it to your office wall.

2.     Follow-up, follow-up, follow-up

3.     Reschedule due dates as necessary

4.     Add, change, and adjust actions steps as needed.  Add new due dates as required.

5.     Create an accountability system.

6.     Create an incentive program to honor small successes, and certainly bonus opportunities for winning challenges.

7.     Celebrate accomplishments along the way

      8.  You  may want to hire an implementation partner from the outside who is knowledgeable in assisting non profit organizations with executing their strategy plans.  They have been down this road many times. And know the land mines that exist along the way.  They will challenge you to stay the course, and will help you to pave the way to victory.