Org Strategy & Leadership / Strategy and Planning
Strategy Planning for Non-profits
Collection
Intermediate
IPN
This resource collection is designed to support your organisation in planning its overall strategy, including financial management, in a structured manner. It includes a strategy planning document and a roadmap to help articulate and define your organisation’s 3–5 year strategy and priorities. Additionally, a comprehensive tutorial on annual budgeting provides step-by-step guidance, along with a customisable annual budget template and clear instructions to help you develop a financial plan that aligns with your strategic goals. These resources will enable you to create a well-structured plan, ensuring financial sustainability and strategic growth.
List of Strategy Planning Resources
| Strategy planning for non-profits | This resource walks you through the different aspects of creating a robust strategy plan. It will help you articulate, define, chart and plan your organisation strategy in a well-defined and comprehensive manner. It can also be used as the standard strategy document that is circulated internally and referred to for key decision-making. |
| Creating a strategic roadmap | This resource provides: A template to think about your strategic objectives as an organisation and further define an operating plan around it. 1. The key sections covered are: a. Organisation overview which includes: vision/mission, impact, budget, etc b. Organisation assessment to reflect on internal strengths, areas of improvement, and external opportunities and threats c. Annual strategic objectives d. Translation of the objectives into an operational plan through the timeline, people, and resource mapping 2. A short tutorial video on how to fill and use the template. |
| Annual budgeting for non-profits | This resource will help you understand: 1. Budgeting processes & components, and statutory compliances 2. Expenses & cost allocation techniques 3. Best practices for effective budgeting This resource contains a sample budgeting template and a video explaining step by step how to use the template to create and plan their organisational budget. |
| Corpus building for non-profits | A corpus set aside by an organisation provides financial stability and operational independence to a non-profit. This resource will help you: 1. Understand what a corpus is and its importance 2. Learn about different types of corpus funds 3. Know who can contribute to corpus funds and corpus related compliance requirements 4. Discover strategies for investing and managing corpus funds 5. Explore the pros and cons of having a corpus fund |
