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Supporting Content for the Strategic Planning Document

Be sure to allow yourself ample time to complete this questionnaire in its entirety. We suggest that you print this page to complete the work offline, and then return to this page to submit your answers.

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Supporting Content for the Strategic Planning Document
Name of Person who Completed this Document:
Name of Person who Completed this Document:

I. Overview of the Organization

Instructions: Please provide an overview of the organization in 1 page or less in the text box below the prompts. Content should be in paragraph form might include key details such as:

1. History of the organization:
a. WHY the organization was formed. (Describes the problem or need that prompted the foundation of the organization.)
b. WHEN was the organization was launched/incorporated?
c. WHO founded the organization?(Individuals, community group, etc.)
d. WHAT major milestones are noteworthy? (Name changes, changes in the scope of work, hiring of first staff, first facility, expansion to a new region, etc.)

2. Current overview of the organization
a. WHERE is the organization headquartered?
b. WHAT is the current service region?
c. HOW MANY board members govern the organization?
d. IS the organization volunteer-run or managed by staff?
e. HOW MANY staff members/positions are currently filled?

II. Plan Monitors

Instructions: Please indicate who from your organization will be responsible for keeping the organization’s team engaged with and accountable to the strategic plan.

Helpful Hint: Many organizations find that assigning one monitor from the governance level (board) and one from the management level (staff/lead volunteer), is effective. List the role/title of each monitor rather than just a name to ensure accountability during future leadership transitions.

Plan Monitor #1:
Plan Monitor #1:
Plan Monitor #2:
Plan Monitor #2:
First
Last

III. Sharing our Plan

Instructions: Share ways the organization intends to share your strategic plan with stakeholders.

Bullet point possible one-sentence headlines such as: “We have a plan to thrive post-COVID!” or “We have mapped out a plan for growth.”
Consider specific stakeholder groups such as “Donors, partners, etc. with whom you want to share the organization’s vision for the coming 3-5 years. Funding for Good only requires you to list “categories” for inclusion in the document but encourages leadership to map out specific stakeholders in a separate document, that you will engage within 90 days of approving the plan.
Consider actions such as “Post a snapshot of the plan on our website, feature goals/accomplishments on our social media, etc.”

IV. Stakeholder Feedback Summary

Instructions: If you engaged stakeholders in conversations/surveys to inform your strategic planning process please provide the following information:

Complete the following statements:

To inform the strategic planning process, the organization intentionally sought feedback from the
We engaged stakeholders using
Do you intend to compile stakeholder feedback and include it as an attachment of your strategic plan?
Instructions: List the name, role, and email address for individuals participating in the strategic planning process. This list should be limited to those who are engaging directly with Funding for Good in planning processes and/or the 2-day retreat.

Participants in the strategic planning process

Instructions: List the name, role, and email address for individuals participating in the strategic planning process. This list should be limited to those who are engaging directly with Funding for Good in planning processes and/or the 2-day retreat.

Time frame the new strategic plan will cover:

[for example Jan 1, 2022- Dec 31st, 2025]

Fiscal Year the new strategic plan will cover:

[for example calendar year or July-June]

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