The first step in any strategic planning process is understanding the starting point.
A thorough, holistic examination of programmatic, financial, and fundraising data will help identify existing trends and opportunities in each area and will include feedback from all stakeholders.
What we review:
- Mission and vision - is it clear, concise, with measurable outcomes
- Financials - budget, revenue streams
- The cultural environment - the collection of values, expectations, and practices that guide and inform the actions of all stakeholders
- Organizational goals & objectives
- Donor management and stewardship
- Corporate Partnerships - long-term, mutually beneficial
- Targeted outputs - The volume of a program’s actions, such as number of people served, and activities and services carried out
- Targeted outcomes
- Key indicators for managing performance and assessing success
- Organizational capacities - money, time, staff, expertise, methods, and facilities
- The degree of alignment among its constituent parts (e.g., multiple programs, multiple sites)
- Retention - staff, volunteers, board members, donors
- Data gathering and use at all levels of the organization to manage performance
- Systematic efforts to learn from performance and understand whether the organization’s efforts are achieving outcomes as intended.
Key Indicators - What are we looking for?
The degree to which the organization is:
- Outcome-Focused Structure
- High Stakeholder Engagement & Retention
- Sustainable Funding Through Diversified Revenue Streams
- At least two (2) 60-minute virtual meetings
- Surveys of staff, board members, volunteers, donors, community partners and beneficiaries
- Review of financials, donor reports, programmatic data, etc.
Work completed in 30 - 45 days from start date.
- Detailed Impact Summary
- Suggested Action Items