Non-Profit Planning Cycle Guide

Resources We 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 each 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 cycle.

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.

Download my free guide: The Non-Profit Planning Cycle.

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Governing Policies That Grow with You

Resources A non-profit has so many components, from the board’s governing function to the staff’s running of programs and services. The board is both accountable to its constituents while simultaneously responsible for delivering on its promised strategic plan. That’s a lot to ask and even more to keep organized.

Overlap is common, especially in smaller non-profits with few paid staff. That’s where confusion can happen. A board member has a specific role to govern the organization, but in smaller non-profits, they might very well be an operational volunteer. They might be responsible for both governing, but also for doing the work – making policies and sweeping the floors. A clear package of governing policies is a great place to keep everything organized but knowing how to sort it all out can feel overwhelming.

Governing Policies are separated into 4 sections, and when done correctly can grow with a non-profit over the years.

Want to learn more? Download my free guide: Governing Policies That Grow with You.

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What's Your Type? The Four Common Types of Nonprofit Boards.

Resources There are a minimum of four stages a nonprofit board experiences throughout its lifetime.

Each stage is closely tied to the growth of the nonprofit; from the early days just getting started to the first employee and later, a full staff team.

When board and staff have clarity on their respective roles and responsibilities, confusion and conflict can be avoided. That will have a positive impact on the organization.

For a board that maps out its own path, advancing to the next stage when it’s right for them, progression will feel natural and never forced.

It all starts with understanding the four most common types of nonprofit boards.

Want to learn more? Download my free guide: What's Your Type? The Four Common Types of Nonprofit Boards.

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