Strategic Planning Retreat Starter Kit
Nonprofit strategic planning can feel daunting, but it does not have to begin with a complicated process. This free resource offers nonprofit leaders a practical guide and toolkit for running your own focused planning session with your board, leadership team, or planning group.
This resource is designed to help your group:
Ground the conversation in mission, vision and values
Use real stories to connect those statements to lived experience
Build shared understanding around what matters most
Take an honest look at where the organization stands today
Turn what you learn into a focused set of strategic priorities
Close the session with clear next steps
Our free Strategic Planning Retreat Starter Kit includes:
What to determine before you begin
How to think about the strategic planning journey and principles for retreat flow
A sample agenda you can adapt to your own needs
Facilitator guidelines and printable participant worksheets for four key activities: appreciative interviews, environmental scan, priority-setting stations, and closing reflections and next steps outline
Facilitator tips and checklists
