Strategic plan cheat sheet.
🎯 Your nonprofit strategic plan cheat sheet. 🎯
Use these 10 steps to align your brand.
And to show proof for fundraising.
Because a major family foundation once told us:
The number one reason they don’t invest is not the idea itself. It’s when they don’t believe the organization can execute its ambition. So why communicate a grand vision without taking calculated steps to achieve it?
Here’s the tough love. ⤵
Our nonprofit sector overcomplicates strategic planning. Lengthy board retreats, massive documents nobody reads, various 2030 visions, numerous goals and subgoals, and countless scattered objectives.
All strategy, no plan. A bias toward thinking vs. tactics.
Instead, if your theory of change is:
✔️ What you do
✔️ Why you exist
✔️ Where you’re going
Then your strat plan is the other bookend:
✔️ How you’ll get it done
✔️ When it will be done
✔️ Who will get it done
That’s it.
Your strat plan is just a comms tool. Words on a page. It aligns your Team, Priorities, and Rhythms around your theory of change.
So borrow this strategic plan infographic.
Get the blog and tools referenced.
Then turn theory into traction.
From strategy to funding flow.
💪🏽💛
The Daily Bonus
Check out the other infographics in this new series. These cheat sheets follow our MIGHTY ALLY Four A’s framework to help you build your brand, and become fundable and findable.
Theory of change
Marketing communications plan
20 steps to build a nonprofit brand
The Double Daily Bonus
From The Center for Effective Philanthropy, One Year After ChatGPT4: Where is Philanthropy?
Many funders remain in a holding pattern, unsure how to respond to the relative ease of access by staff and grantees to generative AI, let alone experiment with it for mission attainment for themselves and their grantees or take a position on its impact on society.
48 percent of funders and 66 percent of nonprofit respondents claim their organization currently utilizes some type of AI. While the nonprofit field often lags industry in technology adoption, in this instance, grantmakers are trailing their grantees.



