Non-Profit Planning Cycle Guide

GuidesWe all read annual reports from non-profits that have been around for years, and admire their successful programs, all the clients they serve, and the well-crafted strategic goals they develop and achieve each year. 

How do they do it?

There is a planning cycle that a non-profit can use each year to make the process easier. Not only easier to accomplish, but easier to repeat year after year.

Once the process is flowing smoothly, a non-profit can easily connect to the wants and needs of clients, stakeholders, and members. From there, goals and outcomes can be developed and used to plan the programs and services that will be run for the year. Feedback from programs and services can be collected and compiled along with other data to feed into the next planning session.

It becomes a beautiful, sustainable, cycle.

The steps in the planning cycle don’t need to be complicated or hard. Everything can be accomplished with guided questions and a basic understanding of the flow from one step to the next.

This FREE guide explains each of those steps.

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Governing Policies are the Rule Book for the Board

GuidesThe board of a non-profit has a complex job. It is accountable to the membership to meet the strategic goals, while at the same time governing the organization and monitoring management.

Non-profit board members rarely come to the position with a wealth of governance knowledge. Couple that with board members being employed in jobs not connected to the non-profit, and there will be little time to research, write, implement, and evaluate the policies needed to govern.

Rather than create a mixed bag collection of policies, a non-profit board can use a four-quadrant governing policies framework, to stay organized and to easily update policies as the non-profit grows or hires a paid staff team.

This FREE guide explains each of the four quadrants and the policies they might include.

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The Four Common Types of Non-Profit Boards

GuidesThere is a natural evolution as a non-profit ages. In the early years, board members themselves, along with other volunteers, will handle all the programs and services the non-profit offers. As the organization grows, budgets increase, and paid employees may join the team.

The relationship between a board of directors and a non-profit's staff team is most successful when roles and responsibilities are clear. Clarity starts with an understanding of the type of board the non-profit has now, and a plan for the type of board it wants to create in the years ahead.

This FREE guide explains four most common types of non-profit boards.

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