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STRATEGIC
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 PLANNING







 A  n active strategic plan is a critical puzzle piece for the success of a

 nonprofit  organization.  This  is  the  document  that  should  include   ALISON LA FERLITA                              DR. CHRIS ROSA
 guideposts  for  your  organization’s  future,  a  foundation  for  alignment,   EXECUTIVE DIRECTOR                       PRESIDENT & CEO
 and a clear picture of your priority areas. Many organizations have been   NONPROFIT RESOURCE HUB                         THE VISCARDI CENTER
 functioning in crisis management over the last 5 years or so. Nonprofits
 should use 2025 as the year to once again think strategically.
     Nonprofits  need  to  adopt  strategic  approaches  to  remain  sustainable  in  the  coming   As we move into 2025, with a new federal administration  and new
 Here  are  the  some  of  the  most  significant  challenges  –  and  areas  to  be   Addressing these challenges requires intentionality, ongoing communication,   year. Diversifying revenue streams is essential to reduce reliance on government grants   Congress, we must closely monitor social service policy and funding trends
 particularly cognizant of in planning for 2025:  and a commitment to creating a culture of continuous improvement. One   and single-source funding. This can be achieved by developing mission-aligned earned   to anticipate how nonprofits can best position ourselves to address unmet
 of  my  favorite  nonprofit  leaders  likes  to  say,  “Culture  eats  strategy  for   income ventures, pursuing corporate sponsorships, or launching fee-for-service models.
     Capacity & Resource Constraints  –  Stating  the  obvious  here...but   breakfast!” But the good news is there are reliable best practices to stem   For  instance,  nonprofits  could  offer  consulting  services  in  their  area  of  expertise  or   needs in our communities. For example, if there are reductions in federal
 nonprofits often operate with limited financial, human, and time resources,   the tide of challenges – I’ll leave you with a few:  collaborate with businesses on cause-marketing campaigns. These approaches generate   support for key social programs and services, there will be greater demand
 making it difficult to dedicate sufficient effort to robust planning processes.   unrestricted funds that can support operational expenses, including staff salaries.  and opportunity for not profits to fill service gaps.
 This makes the need to prioritize and define your mission pillars even more   ►  Engage Stakeholders: Involve all relevant parties in strategic planning
 critical.  to build buy-in and ensure diverse perspectives.  To  provide  competitive  salaries,  nonprofits  should  consider  creative  compensation   In  light  of  anticipated  challenges  facing  nonprofits,  our  organizations
     strategies.  Offering  flexible  hours,  remote  work,  and  professional  development   need to be nimble to quickly adjust to changing economic and regulatory
     Mission Creep -  Balancing  innovation  with  the  core  mission  can  be   ►  Prioritize Capacity Building: Invest in staff and board training, including   opportunities can help attract and retain talent without significantly increasing salary   conditions and to address emerging needs of those we serve. As a sector,
 challenging. External funding pressures or shifting community needs may   leadership and fundraising skills.  budgets. Non-traditional perks, like wellness stipends or childcare assistance, can also be   nonprofits  must  be  more  willing  to  collaborate  and  work  in  coalition  to
 tempt organizations to pursue opportunities outside their original mission.  powerful incentives. Additionally, shared services models—where nonprofits collaborate
 ►  Use Data-Driven Approaches: Leverage technology and partnerships to   to share resources, such as HR or financial management—can alleviate budget constraints   address the complex needs of those we serve.
    Access to Data & Evidence - Limited access to accurate data for decision-  access the data necessary for informed decision-making.  and allow for higher staff compensation.
 making  can  hinder  the  development  of  realistic  and  impactful  strategic   Stronger advocacy efforts are vital, but many nonprofits with lean, overworked teams   Nonprofits’  reliance  on  public  funding  to  finance  their  missions  poses
 goals.  ►  Foster Board Accountability: Set clear expectations and conduct regular   must be strategic. Small organizations can collaborate with others to build coalitions,   significant risk to program sustainability. Indeed, given uncertainty about
 assessments (and self-assessments!) of board performance.                             public funding, it is more important than ever for nonprofits to diversify their
     Stakeholder Alignment -  Engaging  diverse  stakeholders  (e.g.,  board   share resources, and amplify their collective voice. Engaging board members, volunteers,   revenue streams to expand donor giving, foundation support, corporate
     and  community  partners  in  advocacy  work  can  also  extend  reach  without  straining
 members, staff, funders, and the folks you serve) is essential, but it can also   ►  Plan  for Flexibility:  Design  strategic  plans  with  adaptability  and   staff. Advocacy efforts could include attending local government meetings, participating   partnerships, and income through social enterprises.
 lead to conflicting priorities or visions for the future.  monitoring practices in mind, allowing for adjustments in response to   in  sector-specific  roundtables,  or  using  digital  platforms  to  mobilize  supporters  and
 external changes.
 ☑  Implementation  & Accountability  -  Translating  a  strategic  plan  into   influence policy.
 actionable steps often falters due to unclear roles, lack of accountability, or   ►  Strengthen  Recruitment  Pipelines:  Develop  targeted  recruitment   Taking these proactive measures will equip nonprofits to face the challenges of the coming
 difficulty in monitoring progress.  strategies  to  find  board  members  who  align  with  the  organization’s   year head-on. By diversifying funding, adopting innovative compensation strategies, and
 mission and needs.  engaging in strategic advocacy, organizations can enhance their operational sustainability
    Rapidly Changing External Environment – Think: The “Threats” in your   CHRISTINE DESKA  while continuing to fulfill their missions. These changes will not only address immediate
 SWOT Analysis – the external factors that are out of your control; the most   PRESIDENT & CO-FOUNDER  pressures  but  also  strengthen  nonprofits’  ability  to  adapt  and  thrive  in  an  evolving
 daunting. These are typically the economic, political, and social shifts that   BELLESBOARD &   landscape, ensuring they remain resilient and effective in serving their communities.
 can wreak havoc on your strategic plan.  NONPROFIT SECTOR STRATEGIES
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