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Organisational Strategy

A document for setting your organisation's strategic direction over the next 1-3 years. It helps you bring your mission, programs, finances, priorities, responsibilities and measures of success into one clear plan your board and team can use.
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When to use

When you are creating, reviewing or refreshing your organisation's purpose, priorities and direction.

How to use

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See How To Guide for details

Before you start

Gather your mission, vision and values, current plans, financials, annual reports, program data and stakeholder feedback. You may wish to talk with board members, staff or long-standing volunteers before drafting to help identify key programs and focus areas that matter most over the next 1-3 years.

What to do next

Use your finished organisational strategy document to guide board discussions, decisions, resource planning and the direction of your brand, marketing and fundraising work. Set a review date, then create your Strategy PoP (plan on a page) or a designed version if you need something easier to share.

Next topic

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