No matter how large or small, all organisations need to plan. Strategic and business planning helps to highlight opportunities and challenges, and try to see in advance what needs to be done to achieve the best for your beneficiaries. Planning provides your organisation with space to think about the direction of the organisation and provides a road map for getting there. It helps you to get funding, articulate why you exist, measure your value, and enables you to use resources effectively.
Planning can be simple and straightforward. It can be a creative process that brings demonstrable benefits. There is a direct link between effective planning and long-term sustainability. As such, it is the first step towards a more robust and sustainable organisation.
In planning it is important to consider questions such as: what impact do you want to have? What services do you want to provide? Do you want to expand? Will you need to incorporate?
If you need support with your organisational planning contact our Development Team, firstname.lastname@example.org. We can:
Facilitate strategic away days
Offer 1:1 support and advice, signposting you to useful resources
Provide tools and techniques to enable you to plan more effectively
Provide training and other consultancy, supporting you to develop and implement plans
Support you to involve your staff and beneficiaries in the planning process
Sustainability Surgeries – talk us through your plans for practical feedback
Community Southwark Useful Resources
Community Southwark Resources - Evaluation & Impact: Fact sheets and resources to help you evaluate the impact of your programmes, helping you plan for the future
Community Southwark Resources - Governance & Leadership: fact sheets and resources to ensure good governance & leadership and support planning.
Community Southwark Resources - Managing your finances: no future can be secure without good financial management. Here are fact sheets and resources to help you plan.
Community Southwark Resources - ForeCASt: Preparing for the future: fact sheets, resources and information to help you understand the environment in which you are working and to support future scoping exercises
Assessing & Managing Risk: a brief factsheet providing an insight into risk management and introducing some tools that can be used for assessing and managing risk.
Questions to consider when writing a business plan: some quick qestions to get you started on your business plan
Theory of Change - A quick overview: A diagram outlining how the Theory of Change process works to create stategic planning with Impact at its heart.
The Strategy Tree: A visual guide to strategy and the links between each aspect.
Charities Evaluation Services: Provide tools, resources and training on monitoring, evaluation and outcomes measurement. Useful when planning outcomes you want to achieve as an organisation and how you will measure them.
New Philanthropy Capital: Provide indepth guidance on using the 'Theory of Change' process which can be used to identify the impact you want to achieve and how you can measure and show progress towards impact.
KnowHow NonProfit: Has some interesting pages on strategy for non-profits and strategic analysis tools.
CASS Business School Centre for Charity Effectiveness: These 'tools for success' guides provide useful introductions to key areas of organisational sustainability for charities. The guide on 'Direction' has useful tips on Strategic planning.