Strategic planning overview
Every day there seems to be more people in need. There are groups who work to help the poor, the…
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
Undertaking a SWOT analysis
When your organisation is planning for the future, you may need a prompt to start people thinking…
Navigating a drift in strategic vision
The purpose of your organisation is often expressed in very few words and will rarely change.…
Simple business plan for social enterprise activities
Download this free simple business plan for social enterprise activities. Create sustainable income…
Help sheets
Conducting a yearly review
A new year or new financial year or just a quiet time around the office provides a great…
Establishing a fundraising strategy
Although it's undoubtedly hard, fundraising can – and should – be a fun and exciting experience. It…
Members Only
Getting what you want in a negotiation
Negotiation happens when you need something that someone else has and there's no law that says they…
Help sheet: With demand rising for not-for-profit services, something has to give
Not-for-profits in Australia face growing demands as a “trilogy of terror” sparked by the pandemic…
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
Epidemic & Pandemic Policy
From time to time infectious diseases develop into epidemics or pandemics, and create increased…
Extreme Weather Policy for Community Sports Boards
The Extreme Weather Policy for Community Sports Boards is designed to guide decision-making…
Governance Policy
Governance in the community sector is concerned with the systems and processes that ensure the…
