Strategic Plan

Meet your mission and be in compliance.

We encourage organizations to think ahead to changes in funders’ standards. In that spirit, you are invited to participate in a strategic plan review. To get started, just complete the form, send us your strategic plan documents, and we’ll provide a strategic plan review. It's another way we can help you work toward meeting your mission and being in compliance.

First Name:

Last Name:

Title:

Company Name:

Name of organization's executive director/CEO:

E-mail Address:

Phone Number:

Briefly explain the organization’s reason for reviewing your strategic plan (e.g., it’s overdue, we’re planning right now, we’re about to plan, the offer was too good to pass up, etc.):

What are the organization’s mission, vision, and values?

Please provide a few sentences description of your last strategic-plan process (the steps the agency took to develop the plan [will attach in final step]):

On a scale from 1 to 10—with 1 being “not at all” and 10 being “to the word”—how closely does your organization use its plan to make decisions and conduct business?

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Strategic Plan Review

Strategy

Meet your mission and be in compliance.

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