Strategic Planning: sustainability, effectiveness and funding

You want to organize and align all aspects of your org so it can become sustainable, effective and fully funded…

Because you want to be a well-balanced leader

Because you want to create and implement a successful long-term strategy

Because you want sound research and data to apply to any grant or funding opportunity

Because you want to build a strong, sustainable financial base 

Because you want to have an engaged and supportive board and volunteers

We have found for our organization that a well developed logic model is the foundation for many of these pieces. **Look for the Logic Model connections through this blog post. 

Here’s what having an organized and aligned organization looks like:

🌟 Balance Time Between Mission Work and Administration

A nonprofit’s core purpose is its mission, but without proper administration, even the most impactful mission can falter. Striking a balance between mission work and administration requires:


3 steps to streamlining operations to maximize time:

  1. Prioritize Tasks Weekly: Use the free tools to prioritize urgent and important tasks. This ensures mission-critical activities don’t get overshadowed by administrative tasks.

  2. Delegate and Automate: Identify which administrative tasks can be delegated to staff, volunteers, or automated systems, freeing up more time for mission work.

  3. Create a Weekly Schedule: Set designated times for mission and administrative work. Scheduling blocks of time for both ensures that each receives the necessary attention.

    Click here for a step by step guide and resources

 🌟 Create a Clear Roadmap for Strategic Planning

A strategic plan is essential to drive your organization’s mission forward but there is work that needs to be done beforehand. We have found that a well developed logic model is the best way to be ready for any planning. Whether or not you use a logic model, the following are necessary for a successful strategic plan. 

6 key areas needed before starting strategic planning

  1. Clarity: Clearly articulating program objectives and desired outcomes.

  2. Alignment: Ensuring programs align with our organization's mission and values.

  3. Planning: Strategically designing activities and allocating resources.

  4. Collaboration: Effective teamwork and stakeholder engagement.

  5. Evaluation: Measuring program success and identifying areas for improvement.

  6. Communication: Sharing our impact with donors, supporters, and the community.

Click here to learn more about logic models and a free checklist

🌟 Gather Comprehensive Data for Grant Writing and Reporting

To secure funding and demonstrate impact, data is critical. Here’s how to ensure you have the right data in place for grant writing and reporting:

3 ways to get data

  1. Track Key Numbers: Start by identifying the data points that matter most to funders, such as impact metrics, service delivery statistics, and financial health. ***Logic model connection-These are the outputs in your logic model!

  2. Implement Evaluation Tools: Use surveys, outcome tracking tools, and donor management systems to gather quantitative and qualitative data. ***Logic model connection-Look at your outputs to see how you can evaluate progress.

  3. Create Clear Reports: Develop a template that turns raw data into compelling reports for grant applications and annual reporting. Include success stories and testimonials to showcase your nonprofit's impact.

Click here for steps to start collecting data

 🌟 Secure Consistent Funding

Consistent funding is the backbone of any nonprofit’s sustainability. To establish a reliable funding stream:

3 ways to ensure you org is funded

  1. Diversify Revenue Sources: Don’t rely on one or two streams of revenue. Explore individual donations, grants, corporate partnerships, earned income, and events.

  2. Develop a Fundraising Plan: Create an annual fundraising plan with goals and timelines for each revenue source. Focus on building relationships with donors and funders.

  3. Cultivate Donor Relationships: Treat your donors like partners by engaging them consistently with updates and success stories. Personalized communication builds loyalty and long-term support.

  4. Measure Rate of Investment (ROI): Track the return on investment (ROI) of your fundraising activities to ensure your time and resources are being used effectively.

Click here to learn now to use a logic model for grants

Click here to visit BrandRaise and learn about the connection between fundraising and marketing

🌟 Communicate Your Mission and Goals Consistently

Consistent, clear communication builds trust with stakeholders, including donors, volunteers, board members, and the community.

Here’s how to ensure everyone is aligned

  1. Have clear messaging: Create core messaging around your mission, values, and goals. This framework should be adaptable for different platforms—email, social media, board meetings, and events.

  2. Create Regular Touchpoints: Communicate updates regularly with stakeholders via newsletters, social media, and meetings. Consistent communication keeps your nonprofit top of mind and reinforces your impact.

  3. Align Internal Communication: Make sure your team is aligned with your messaging so that everyone speaks with one voice. Regular internal check-ins ensure the team is updated and aligned with the organization’s goals.

Click here to read about 4 orgs who are nailing it with communication

In conclusion, by balancing time, creating clear strategic plans, tracking comprehensive data, securing consistent funding, and communicating effectively, you can create a sustainable, fully funded, and impactful nonprofit. Aligning these elements ensures that your nonprofit is not only organized but positioned for long-term success.


If you’re ready to build a more aligned and sustainable organization, let’s connect! Shoot me an email at Lesley@nonprofitorchard.com 


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Theory of Change examples: communication and sustained funding