Leadership & Governance · Toolkit

3-Year Strategic Planning Toolkit

Facilitation guide, worksheets, plan format

LEADERSHIP & GOVERNANCE3-Year StrategicPlanning ToolkitTOOLKITCharity Search Group

A three-year plan without a two-month retreat.

Most nonprofit strategic plans are written by a consultant, filed by the board, and referenced twice before they expire. This toolkit gives you the facilitation guides, worksheets, and plan format for a lean process — three months, not nine, with a plan the staff will actually use.

What’s inside

  • Facilitation guide for the four core planning conversations
  • Worksheets for environmental scan, strategic priorities, and resource alignment
  • A plan-document template that fits on eight pages
  • Guidance on the two most common failure modes in nonprofit planning

You may not need this if: You have a strategic planning consultant you trust and a process that works.

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