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How to Develop a 3 Year Strategic Plan

How to Develop a 3 Year Strategic Plan. A course of action for the start-up nonprofit agency. Assets: YOU Your Experience Your Contacts Your Existing Relationships. Liabilities: Limited/No Funds Limited/No Staff Limited/No Time Limited/No “juice” e.g. “rep” reputation Track record

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How to Develop a 3 Year Strategic Plan

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  1. How to Develop a 3 Year Strategic Plan A course of action for the start-up nonprofit agency

  2. Assets: YOU Your Experience Your Contacts Your Existing Relationships Liabilities: Limited/No Funds Limited/No Staff Limited/No Time Limited/No “juice” e.g. “rep” reputation Track record Associations Where to start

  3. HERE w/ Limited Assets & Liabilities Program/Project you can do for maximum publicity & minimal to no cash i.e. information fair, focus groups for a future project or initiative consult or partner on someone else’s project Establish relationships Position yourself/your agency Start planning 1 major event, project/partnership that will take place in year 2 that has Annual Event potential Learn the Nonprofit Business Get out in the community Still some limited Liabilities Seek funding commensurate with your experience, reputation, etc. Incorporate a funding specific program Continue with first project or program if feasible Work on expanding Annual Event Begin to evaluate the cost of expansion: Employees/consultants, annual audit, insurances, location, rent, utilities * Funding needs to be established in advance to cover these costs for 1 year • Continue to seek funding before you really need it • Re-apply for funding if applicable • Continue with the no/low cost original program or project • Add an additional “funded” program • Hire a consultant on a per program basis • Save 8 – 10 % of your grant funding for operating expenses • Perfect your Annual Event

  4. Where you want to Go – Year 4 • Use your annual audit and your funding track record to start applying for larger pools of funding • Hire only as many employees as you need for as long as the grant will allow • Develop a new program for the upcoming year • Begin the strategic planning process again – include staff, board members, stakeholders, consumers, etc. Note: Your strategic plan should be developed with the parameters set by your agency mission statement!

  5. SMART Goals • S= Specific • M= Measurable • A= Attainable • R= Realistic • T= Time-specific Your goals should be developed within the parameters of your mission statement

  6. Resources Books: (APA style) • Grants • 33 Funder-Friendly Elements No Grant Proposal should be without Rogers, K. 2010 • Strategic marketing Lauffler • Adweek copywriter’s handbook Sugarman, Joseph 1999 Websites:

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