Strategic Plan

Strategic Plan

A Strategic Planning project enables an organization to envision the goals (typically 3-5 years in the future) that connect with its mission, and then plots the course to achieve those goals and objectives. The resulting strategic plan serves as a guide for how the organization designs programs, allocates its resources, and measures success.

Deliverables

The pro bono consultant(s) will complete some or all of the following:

  • Stakeholder interviews and research to review the organization's internal and external strengths, weaknesses, opportunities, and threats
  • Refinement of the organization's mission, vision, and values
  • Establishment of strategic goals and objectives, with tactics to reach those goals

Project Impact

  • Improved ability to make significant decisions about how to allocate organization's resources in the present and future
  • Objectives that can be used to monitor performance and basis for key indicators of success

Degree of Difficulty

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Requires an advanced pro bono team
  • Requires a team of consultants (rather than just one)
  • Requires a cross-functional team of consultants
Requires significant board and staff readiness
  • Need board buy-in to kick off the project
  • Need full executive team buy-in to kick off the project
  • Nonprofit staff members must commit significant time to the project
  • The board needs to be engaged during the project
Requires significant knowledge transfer
  • Consultant will need significant knowledge about your organization
  • Consultant will need significant knowledge about the nonprofit sector
Has a complex project scope
  • The scope of work is difficult to restrict
  • The schedule typically exceeds six months
Implementation is often tricky
  • Implementation requires significant financial resources
  • The nonprofit team needs specific functional skills to implement or maintain
  • Nonprofit staff members must commit significant time to implementation or maintenance
  • Implementation requires broad organizational buy-in
4

Green icon0-1: Easier. Requires less-than-typical effort: minimal time, just a few people or skillsets, or minimal oversight.

Blue icon2-3: Medium. Requires more intense effort: a bigger team, a range of skills, a longer project, or consistent input and oversight.

black diamond icon4-5: Challenging. Requires a lot of effort: lots of people and buy-in, a tricky subject area, big project plans that stretch over many months, or complex implementation.

Skills needed for this project

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Business Planning
Defining a set of feasible business goals and the plan for reaching those goals, or creating the process by which to define those goals.
Client Management
Managing a companyÍs interactions with current and future customers. Different from CRM in that it doesn't focus on technology and instead relates to more personal interactions.
Competitive Analysis
An assessment of the strengths and weaknesses of current and potential competitors and an analysis of the environment in which they and the organization operate.
Copywriting/Copyediting
Writing or editing text for advertising or marketing a product, business, person, opinion or idea, or for general communications.
Financial Planning
Setting the steps to accomplish a financial goal or address a financial issue (such as debt elimination).
Forecasting
Making statements about events whose actual outcomes (typically) have not yet been observed based on data analysis and algorithm formulation and application.
Managing Cross-Functional Teams
Managing teams of people from different fields, departments, or areas of expertise to accomplish a set goal. Successfully organizing a diverse group around a single objective or goal.
Market Research
Gathering information and insights about markets or customers; analyzing data about the competative and collaborative landscape and customer needs.
Project Planning
Using schedules such as Gantt charts to plan and report progress on a project.
Strategic Analysis
Developing business direction by evaluating the organization and important factors in the environment in which it operates, such as industry trends.
Strategic Planning
Defining the strategy or direction for an organization, and allocating resources to pursue this strategy.
Team Building
Creating formal or informal teams that can work effectively together for a given goal, and making sure those teams work well together.

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