Strategic planning has been long present and still is used today, be it for business, personal reasons, or nonprofit organization like a charity. Strategic planning for nonprofits provides numerous benefits that will ensure success. That is why doing strategic planning is essential for organizations. But first, you have to create an organized, useful, and effective strategic plan—an important investment for organizations, as stated in an article from Medium. In this article, you will be able to learn the importance of having a strategic plan, especially for nonprofit organizations such as charities.

FREE 10+ Charity Strategic Plan Samples & Templates in MS Word | PDF

Making a strategic plan for your charity may be difficult to start. That is why we have come up with sample charity strategic plans that you can use as a reference. These templates are provided with professionally written suggestive content and preformatted in PDF and MS Word file formats. Check them out!

1. Charity Strategy Plan Template

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2. Charity Funding Strategy Plan Template

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3. Trust Charity Strategy Plan Template

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4. Charity Funnds Strategy Plan Sample

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5. Small Charity Strategy Plan Template

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6. Simple Charity Strategy Plan

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7. Charity Investment Strategy Plan

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8. Charity Marketing Fundraising Strategy Plan

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9. Charity Fundraising Strategy Plan

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10. Charity and Marketing Strategy Plan

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11. Charity Marketing Strategy Plan in Word

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What is a Charity Strategic Plan?

According to an article from Forbes, nonprofit organizations must have effective and efficient strategies to ensure that every action they will make is useful and beneficial for their success. By this, nonprofit managers must successfully implement such strategies to achieve and fulfill their mission and goals. So, if you want to make sure that your charity organization will be at the peak of success, you must have strategic planning.

A charity strategic plan refers to a written document that sets out activities, plans, objectives for charities. This is a statement that establishes clear direction for an organization, whether in marketing, fundraising, campaign, etc.  With this, a charity will be able to set a benchmark to ensure sustainability and to balance short term and long term objectives that will secure its financial health and status. A strategic plan for charities can be single, double-page, or even longer, depending on the use of an organization. Nonetheless, it needs to be well-written and organized to serve its purpose.

How to Make a Charity Strategic Plan

A strategic plan is not only a document that outlines the right direction of an organization but also secures success. That is why it is imperative to make sure that the strategic plan is well-written. Below are some tips on how to make a winning strategic plan for your charity that you can follow. Here’s how.

1. Establish a Clear Mission

Just like any other organization, your charity has a mission that needs to be well-served. And, this mission will help an organization in the right direction. So, the first tip in making an effective strategic plan for your charity is to establish a clear and inspiring mission. Doing this allows you to set a great start in your strategic plan.

2. Point Out Goals

Once you have already established a clear and inspiring mission, the next thing you need to do is to point out the goals of your charity. The goals may differ on what your charity wants to achieve in time. But, whatever that is, make sure that it follows the SMART framework, which is specific, measurable, attainable, relevant, and time-bound. Following this framework helps you make your goals and objectives feasible.

3. Come Up with Concrete Strategies

After you have stated your charity’s goals and objectives, it is now time for you to come with concrete, winning, and effective strategies on how to accomplish it. To do so, you must take into account your charity’s strengths and competencies and demonstrate the things that your charity will do. Nonetheless, make sure that your strategies will be able to carry out your charity’s goals.

4. Set Measurable Action Items

In this section, you will need to set specific, accurate, and timely tasks that your organization must have and do to perform and implement your strategies to achieve your goals. The action items must be based on your strategies to ensure their effectiveness. Moreover, make sure that you present and elaborate this data effectively and efficiently.

5. Organize Your Strategic Plan

Since a strategic plan serves an essential role in maintaining a balanced operation of your charity, it is only fair to say that the whole plan should be organized and precise. Doing this makes the strategic plan statement accessible and understandable by the entire organization, and they will be able to get the information as quickly as possible.

FAQ’s

What are the benefits of a strategic plan in organizations?

A strategic plan is more than just a guide to an organization in its day-to-day decision-making and operations. It provides different helpful benefits—it allows organizations to prepare for the future, manages change, promotes accountability, ensures a high-performance team, determines organizations’ skills and strength, commits to further improvements, and serves clarity on the organizations’ mission and visions.

What should be in a strategic plan?

There are essential components that a strategic plan should have to ensure that management will be able to understand what the organization wants to achieve. An excellent and professional strategic plan will not serve its purpose if it does not include these components. These key elements include—vision, mission, goals and objectives, and action plan.

What are the methods of strategic planning?

There are 16 strategic planning methods that can be used in making a strategic plan, and organizations may apply. These are balanced scorecard, strategy map, SWOT analysis, PEST model, gap planning, blue ocean strategy, porter’s five forces, VRIO framework, Baldrige framework, objectives and key results (OKRs), Hoshin planning, issue-based strategic plan, goal-based strategic plan, alignment strategic planning, organic model of strategic planning, and real-time strategic planning.

What are the levels in making a strategic plan?

A strategic plan is made to develop a concrete plan that organizations and businesses can use to keep sustainability and success. And, doing so requires the following stages—goal-setting, analysis, strategy formation, strategy implementation, and strategy monitoring. These are necessary to make the strategic plan effective.

Indeed, a nonprofit organization without a proper strategic business plan will cease to achieve its desired goals and objectives. Hence, it is a necessity. So, if you want to have an effective and winning strategic plan, you might want to browse the sample templates we provide above. Download now!

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