How To: Create a Strategic Plan

Every organization needs a 5 year strategic plan. Mapping out your non-profit’s goals will give your staff, volunteers, board members, and donors a clear understanding of where your organization is, and where it wants to go.

1. Table of Contents

2. Executive Summary

  • This is a basic summary of what you will be including in the strategic plan.

3. Background and History

  • Include the what, where, why, and how of your organization’s creation.

4. Direction

  • What is the strategic direction of your organization?
  • What do you want to get accomplished in the next 5 years?

5. Mission Statement

6. Vision

  • What is your organization’s definition of success?
  • What would need to happen to make your non-profit obsolete?

7. Core Operating Values

  • What are the core operating values that influence the culture and public image of your organization?

8. Financial Support

  • What are your funding sources?

9. Use of Services 

  • Who are you serving?
  • Where are you serving them?
  • How are you serving them?

10. Critical Issues

  • What is crucial to operating your non-profit and its programs?

11. Organization’s Bylaws 

12. List of Board of Directors 

  • How are they selected?
  • What are they required to do?

13. Environmental Scan

  • A brief summary of opportunities, threats, strengths, and weaknesses of your organization

14. Goals and Objectives

  • A general summary throughout the 5 years
  • A break down per year, per program

15. Monitoring and Evaluation

  • What monitoring and evaluation framework will your organization use to effectively measure the effect of your programs?

16. Organizational Structure

  • List of staff and positions

17. Budget

  • For each year listed in plan (projected or proposed)

 

Good luck!

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