Navigating a drift in strategic vision
The purpose of your organisation is often expressed in very few words and will rarely change.…
Strategic planning
Without a strategic plan, not-for-profits often lack direction, leading to wasted resources and missed opportunities that can undermine their mission.
However, organisations with clear goals are better equipped to achieve long-term success.
This page offers expert tips and tools to guide you through the strategic planning process—from assessing your current situation to aligning strategies with your mission and drafting planning documents.
Scroll down to access essential help sheets, tools, checklists, policies and advice guides designed to optimise your strategic planning efforts.
Top tools and resources
Simple business plan for social enterprise activities
Download this free simple business plan for social enterprise activities. Create sustainable income…
Help sheets
Applying a 'gender lens' to your work
Different genders are socially conditioned to occupy different roles. They face different…
Helpsheet: Strategic analysis
Effective strategy is grounded in reality. For CEOs, this means understanding the environment the…
Helpsheet: Using a shared decision-making framework
Boards and leadership teams are often required to make decisions where there are competing…
Mergers: A Primer for the Not-for-Profit Sector
The public worries about not-for-profit inefficiencies, and especially about teeth-to-tail ratios –…
Tools
Annual Board & Compliance Calendar template
Not all well organised boards are good boards, but all good boards are well organised. All…
Board composition checklist
If your board can no longer provide leadership or fresh ideas, or if money is becoming an issue, it…
Grants planning tool
Sometimes we make up projects just because there’s money out there. Alternatively, this tool guides…
Simple business plan for social enterprise activities
Download this free simple business plan for social enterprise activities. Create sustainable income…
Checklists
Members Only
10 key areas to renew, review and refresh
It's easy to carry on doing the same thing 'because that's the way we do it'. To avoid the pitfalls…
For and against setting up committees
ForCommittees can make better use of board members' time, allowing certain tasks, issues or…
Members Only
Ten ways to write a 'perfect' constitution
Alright, the "perfect" constitution might be a bad case of hyperbole, but if your constitution…
Policies
Complaints handling policy
Charities and other not-for-profits should provide a safe and effective service to those who wish…
Copyright Policy
This policy clarifies the status of material subject to copyright used by the organisation, and…
Crisis Response Policy
Disasters, emergencies and other traumatic incidents can undermine the ability of an organisation…
