Strategic Planning

Creating an Effective Fundraising Plan offers guidance through crafting and understanding a fundraising plan for your organization (CompassPoint, 2016). It specifically covers:

Nonprofit Strategic Technology Planning Guide offers a step-by-step approach to designing a long-term technology plan for your nonprofit. It identifies specific meetings you would need to have with your technology steering committee and other stakeholders in each phase, deliverables to achieve at each step of the strategic planning process, and tools for needs such as calculating Total Cost of Ownership.

In this publication, GEO offers background on what capacity building is, what approaches are working for grantmakers and their grantees, and how to tailor an approach that best suits the needs of nonprofits and communities.

TCC Group's original briefing paper, Ten Keys to Successful Strategic Planning for Nonprofit and Foundation Leaders, offered ten keys to successul strategic planning, explored what strategic planning is and isn't, and outlined the components of a successful plan.

Does your organization need a strategic plan or a refresh of your current plan? Use this framework for a basic strategic plan from Free Management Library to craft a goals-based document.

Network 180's request for proposal for a strategic planning consultant provides a sample you can adapt for your own organization.

Increasingly, nonprofits are turning to more flexible strategic frameworks instead of formal strategic plans to guide their board and staff. BoardSource's infographic, Nonprofit Strategy and Planning by the Numbers, outlines this evolution and describes different strategy and planning options, key qualities of strategic frameworks, and tips on how boards can monitor their progress towards organizational goals.

Strategic Planning for Nonprofits - "A strategic planning process identifies strategies that will best enable a nonprofit to advance its mission. Ideally, as staff and board engage in the process, they become committed to measurable goals, approve priorities for implementation, and also commit to revisiting the organization’s strategies on an ongoing basis as the organization's internal and external environments change.

If you're looking for a venue to host the staff retreat, strategic planning, or other meeting for your organization, this list of retreat centers and other regional venues across North Carolina is a great place to get started.