Audit Your Strategic Plan To Prepare For Annual Planning

Use this time of the year to do an audit of your long-term plan so that it can be a powerful tool in your annual planning.

For all the passionate nonprofit leaders out there, I cannot stress enough the importance of strategic clarity. In my experience, it's not the lack of effort or passion that derails organizations but the lack of a clear vision and set priorities. As we move into planning for 2024, take the time to revisit, refine, and refocus. Your organization, your team, and the community you serve will all benefit from this clarity.

That’s why, in this episode, as we approach the end of the year, I do a deep dive into the heart of effective annual planning: Your long-term strategic plan. Whether you’re an organization with a 5-year plan or a 3-year plan, your long term plan is your compass for developing a powerful annual plan.

You’ll learn:

1. How your strategic plan is not just a document; it’s your guiding star, helping you determine where to channel your energy, time, and resources.
2. The key attributes of an effective strategic vision statement.
3. Why focusing on 3-5 strategic areas can drive better results than spreading your efforts thin.
4. How to make sure your goals can guide your planning, using three parts of the SMART framework.