1
Your Nonprofit Organization
Strategic Plan
(2020-2023)
Strategic Plan Template
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1. STRATEGIC PLAN OVERVIEW
A. Mission Statement
B. Vision Statement
C. Statement of Impact
D. Executive Summary
The Board of Directors and staff are pleased to present the following Strategic Plan
to the community. The plan represents ## months of work by the Board, input
from a wide cross section of the community, and countless hours of dedicated
service from the staff.
Nonprofit organization is committed to serving (insert needs addressed). Our
agency’s primary goals are to:
In order to achieve our mission and goals during the next three years, we will focus
on # (no more than five) strategic directions:
(What)
1. Where do you want to be in three years?
2. Where do you want to be in three years?
3. Where do you want to be in three years?
Based on the initiatives and key activities, the organization will target our efforts by:
(How)
1. Describe solution for initiative #1
2. Describe solution for initiative #2
3. Describe solution for initiative #3
The Board of Directors and staff at nonprofit organization are committed to
achieving the goals of this Strategic Plan as it will enable us to better meet the
needs of (insert location served).
High Level Forecast:
Insert Key Benchmarks
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2. SITUATION ASSESSMENT
A. External Scan
Service Fields
Trends in service or cause area
Economic Climate
Example: Local economy is strong and unemployment rates are down.
Personal Economic Climate
Example: Cost of health care are rising
Political Climate
National
Example: Federal budget cuts proposed on programs serving the poor.
State
Budget surplus has created a great deal of competition for funding
County
All three levels of government are focusing on chronic homelessness.
Demographic Trends
Example:
Senior population is increasing.
Rural areas are isolated from primary services.
Lack of affordable housing in rural areas causes more individuals to move to
more populated areas.
Peers in Service or Competitive Analysis
Public Awareness Assessment
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B. Internal Scan
Strengths
Weaknesses
Top Challenges and Opportunities
Challenges
1. Example: Staff training, salaries, benefits and retention.
2.
3.
Opportunities
1. Example: Public relations and name recognition as service leader
2.
3.
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3. STRATEGIC INITATIVES
A. Strategic Initiative Options
Brainstorm list of potential solutions/initiatives needed most. Allow team to vote on
level of importance. Aggregate rankings and summarize below.
Strategic Options
Importance Rank
1 =Low to 5 =High
1 2 3 4 5
Expanded Services
1.
2.
3.
Brand Awareness and Communications
1.
2.
3.
Impact
1.
2.
3.
Fundraising/Income
1.
2.
3.
Human Resources
1.
2.
3.
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B. Strategic Plan Initiative Summary
(summarize top ranked or selected solutions)
Key Elements of the Strategy
(describe each selected strategy)
1.
2.
3.
4.
5.
Strategic Initiatives and Action Plan Summary
Strategy Strategic Initiatives
1. Strategy #1 Bullet one
Bullet two
Bullet three
2. Strategy #2 Bullet one
Bullet two
Bullet three
3. Strategy #3 Bullet one
Bullet two
Bullet three
4. Strategy #4 Bullet one
Bullet two
Bullet three
5. Strategy #5 Bullet one
Bullet two
Bullet three
7
C. Initiative Plans (Detailed)
Complete One chart for each initiative
Strategy Strategy #1
Strategic Initiative Increase Volunteer Engagement
Initiative Manager Who has accountability? Initiative Team Who has responsibility?
Major Activities Year 2020 Year 2021 Year 2023
What is to be
accomplished in
year one?
What is to be
accomplished in
year two?
What is to be
accomplished in year
three?
Strategic Initiative Performance Metrics Year 2020 Year 2021 Year 2023
Increased numbers of volunteers
Baseline: 250 volunteers
300 volunteers 321 volunteers 352 volunteers
Increased number of volunteer hours
Baseline:
8
4. STRATEGIC PLAN BUDGET
(Forecasted growth to operating budget)
Nonprofit Organization
Operating Budget
Current
Year
Projected Year One Year Two Year Three
Income
Foundation Giving
Corporate Giving
Individual Giving
Government
Earned Income/Fee for
Service
Other Operating Income
Total Income
Expenses
Wages & Benefits
Operating Expenses
Interest Expense
Total Expenses
Net Operating Income
Strategic Plan Template
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6. STRATEGIC INITIATIVE COST PROJECTIONS
Current
Year
Projected Year 2020 Year 2021 Year 2023
Initiative #1 Expense
Item
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Initiative #2 Expense
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Initiative #3 Expense
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Initiative #4 Expense
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Strategic Plan Template
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5. STRATEGIC FUND PLAN
A. Fundraising Summary
Indicators 2020
%
Change
2021
%
Change
2022
%
Change
2023
Total Cash Contributions $
$
$ $
Individuals $
$
$ $
Foundations $
$
$ $
Corporations $
$
$ $
Events $
$
$ $
In-Kind Contributions $
$
$ $
Volunteer Hours
Board Giving Total And % Giving
Number of Donors (Unduplicated)
Number of First-Time Donors
Donor Retention Rate
Cost per dollar raised
Strategic Plan Template
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B. Strategic Fundraising Plan (detailed)
What will you do to raise the additional income needed to achieve initiatives? These
activities should be incorporated into annual operating plans for 2020-2023
Goal: Staff Development and Capacity Building
Outcome
Desired
Key Steps
Person
Responsible
Resources
Needed
Completion
Date
Goal: Case for Support – Messaging
Outcome
Desired
Key Steps Person
Responsible
Resources
Needed
Completion
Date
Goal: Identification
Outcome
Desired
Key Steps Person
Responsible
Resources
Needed
Completion
Date
Goal: Cultivation
Outcome
Desired
Key Steps Person
Responsible
Resources
Needed
Completion
Date
Goal: Solicitation
Outc
ome
Desired
Key Steps
Person
Responsible
Resources
Needed
Completion
Date
Goal: Recognition, Retention and Stewardship
Outcome
Desired
Key Steps Person
Responsible
Resources
Needed
Completion
Date
