Strategic Planning Prep Grant
Gathering precise, relevant information is incredibly time-consuming—yet essential—to developing a strong strategic plan. Equally important to informed strategic decision-making is understanding the environment in which you operate.
What we offer
Our Strategic Planning Prep Service Grant gives you the contextual information you need to make good strategic decisions. Our team of strategy management experts works with you to collect a full range of internal and external inputs in order to create an in-depth, unbiased situational report. The team uses your unique mission as the basis for all analyses, highlighting those opportunities that are both realistic and significant. Our detailed map of your situation, position, and potential enables you to confirm your current path to your board, staff, and funders, as well as see what new strategic choices could bring.
The estimated value of this Service Grant is $70,000.
Why it’s a win
The impact of each project varies, but many of our clients have reported having:
- More informed choices when updating a strategic plan or evaluating a new initiative.
- Detailed, accurate context for planning—not just hunches and anecdotes, but facts
- Insight from extensive data gathering and analysis
How we get it done
The pro bono consultant team will complete some or all of the following:
- Report that identifies trends and influences in your operating environment using interviews with relevant parties
- Opportunity map that takes an objective view of organizational strengths and weaknesses, then maps them to external factors to rate specific opportunities and threats (SWOT analysis)
- Stakeholder involvement to facilitate planning and organizational alignment
Who’s the right fit
To be a successful client for this grant, you should have:
- A clear sense of your organization's mission and vision
- Either just completed or is soon to complete the current strategic plan, or has another strategic need for contextual information
- Resources and staff/board alignment needed to enter into a strategic planning process or other key lifecycle moment in roughly 9 months to a year from time of application
- Staff who can invest the necessary time to make the project succeed:
- Executive Director: 1 to 2 hours per week
- Day-to-Day Contact: 2-4 hours per week
- Key managers: 10 to 20 hours total
- Board representative: 10 to 20 hours total
The Taproot Foundation pro bono consultant team is staffed by strategy management experts who have made a personal commitment to strengthening the nonprofit sector. Visit our pro bono consultant roles page for additional information about Strategy Management pro bono consultant roles.
Apply for this Service Grant
If this project appeals to your organization and you have the recommended items in place, please review our grantmaking process and criteria, and then apply. If you have questions about the grant or your eligibility, please contact us.
