We’ve collected a series of downloadable templates and references for you to use in your strategic planning.
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Non-Profit Resources
- Non-Profit Strategic Plan Template Looking for an easy-to-use template to create your own Strategic Plan? Look no further! This simple Word document will help you see what kind of information (and what level of detail) to include, and you can fill in the spaces with your own organization's...
- Non-Profit SWOT Analysis The SWOT analysis is the place to start when your non-profit organization (or small business) is preparing to do strategic planning. The SWOT (which stands for Strengths, Weaknesses, Opportunities, Threats) gives you situational awareness. It's a process ...
- DIY Marketing Plan Ever sat at your keyboard with the goal in mind "to create a marketing plan" and had no idea where to begin? Or are you daunted by all the sample marketing plans you see out there which seem to have been written by MBA students with nothing better to do? ...
- Values Words List Working out your personal and company values is an important step in strategic planning because those values guide what is important in your decision-making. We have used this list of values words many times to begin exploring what is important to indi...
- E-Book: Do-It-Yourself Strategic Planning The field of strategic planning is awash with literature and opinions. One can spend literally years sifting through all of the inherited wisdom of our ages, from the early luminaries like Henry Mintzberg to today’s gurus like Peter Senge and Peter Druc...
- Values Words List - for Brainstorming Working individually, circle up to 10 words on the list that you feel are important to you. Add in words if you feel something is missing. Then, discuss the words you chose with people you work or live with to discover what is important to each other. ...
- Friendly Guide to Budgeting for Non-Profit Organizations Directis offers this workshop for non-profit organizations through Volunteer Victoria. These are the spreadsheets that are provided as handouts during the workshop, downloadable as Excel files for use in your non-profit organization. Please do not distrib...
Small Business Resources (5+ Employees)
- SWOT Analysis Questions for Small Business SWOT SWOT SWOT... what is this all about? SWOT stands for Strengths, Weaknesses, Opportunities, Threats. Conducting a SWOT Analysis is the "gold standard" activity for starting a strategic planning process. From your SWOT analysis you'll figure out wha...
- E-Book: Do-It-Yourself Strategic Planning The field of strategic planning is awash with literature and opinions. One can spend literally years sifting through all of the inherited wisdom of our ages, from the early luminaries like Henry Mintzberg to today’s gurus like Peter Senge and Peter Druc...
- Values Words List - for Brainstorming Working individually, circle up to 10 words on the list that you feel are important to you. Add in words if you feel something is missing. Then, discuss the words you chose with people you work or live with to discover what is important to each other. ...
- Values Words List Working out your personal and company values is an important step in strategic planning because those values guide what is important in your decision-making. We have used this list of values words many times to begin exploring what is important to indi...
- SWOT Analysis How-To Getting started with your strategic plan can be a daunting task, there's just so much to be done! Your SWOT Analysis is a great place to get started. This video will walk you through the basics of developing a SWOT Analysis for your company. ...
- DIY Marketing Plan Ever sat at your keyboard with the goal in mind "to create a marketing plan" and had no idea where to begin? Or are you daunted by all the sample marketing plans you see out there which seem to have been written by MBA students with nothing better to do? ...