Your Annual Strategic Refresh in 6 Steps

Answer these questions to ensure a comprehensive and well-informed refresh of your nonprofit’s strategy.

1. Look Inside: 
2. What were your key achievements and successes last year?What challenges did you face, and how did you address them?
3. What do stakeholders perceive as your strengths and weaknesses?
4. What suggestions do they have for improvement?
5. Look Outside: Identify emerging trends and challenges
6. What changes are happening in the nonprofit sector that may impact your organization?
7. Are there new regulations or policies you need to be aware of?
8. What emerging needs or issues are affecting your target population?
9. Plan it:
10. What specific strategies & actions will you implement to achieve your goals?
11. What resources (financial, human, etc.) will be required for each strategy?
12. How will you measure progress and success for each strategy?Align It:
13. Are your goals consistent with your mission and long-term vision?
14. Do your goals address the most pressing needs of your community?
15. Are they achievable given your resources and capacity?
16. Assign it:
17. Who is responsible for implementing each strategy?
18. Do you have the necessary staff, volunteers, resources, and partners to execute?
19. How will you allocate your budget to support your strategic priorities?
20. Refine it: Establish a monitoring and evaluation framework (P.E.A.K)
21. What key performance indicators (KPIs) will you track to measure progress?
22. How often will you review your progress toward goals?
23. Are there opportunities to adapt your strategy based on ongoing evaluation and feedback?
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