How do we create and live into well-informed strategy in purpose-driven organizations?
This learning guide provides resources to do just that. Tools include how to draft and launch a strategic plan, planning for transitions and unexpected changes, and how to integrate DEI into your overall organizational planning from the start.
Get started
TREC’s learning guides serve as your personal tour guide to our expansive free resource library. Each guide allows you to quickly explore a curated group of resources, webinars, or topical collections on a specific subject to help you dive in.
Introduction to Strategic Planning
Strategic planning can be the most valuable investment of time and energy your group ever makes. With TREC’s Strategic Plan guide, we offer ideas for making the most of your next strategic planning process.
What is Strategic Planning Anyway?
This webinar will help your team clarify what strategic planning means for you, and to explore different options to design a process which will address the challenges that matter most.
Strategic Planning Guide
Developing your organization’s strategic plan can be the most valuable investment of time and energy your group ever makes. This collection guides you through the planning, design, and implementation process for your personalized strategic plan.
Theory of Change Overview and Approach
A TOC (Theory of Change) describes the overall focus and approach for creating change. This TREC resource will give you a greater understanding of the role a Theory of Change plays for your organization and how to develop and apply one for your organization.
Organizational Health Review Assessment & Model
Use TREC’s Organizational Health Review self-Assessment tool and Org Ecology Model to gain clarity on the status of your organization – both in your strengths & opportunities to improve.
Dig Deeper
Explore the resources below to learn more about this topic.
Looking for something else?
Change Management
Organizational Health – Function Effectively, Cope with Change, and Experience Growth
In this webinar, we run through TREC’s Organizational Effectiveness model, touching on key people, program, and money systems and how these three critical pieces can set your organization up for stability and sustainability.
Leveraging Change Instead of Being Leveled By It
Change is a constant in our organizations. In this webinar, learn how to proactively address change in a way that supports your values and vision, rather than feeling reactive and disempowered.
Planning for DEI
SOAR Strategy Screen for Diversity, Equity, and Inclusion Planning
A strategy screen is a list of criteria against which you can test various strategic options, particularly when navigating crises, opportunities, growth, or change. A strategy screen can be particularly useful to clarify your DEI priorities and scope in a large field of possible activities.
Align Finances with Vision
Financial Management Essentials
Responsible stewardship of financial resources is critical for non-profits to achieve their missions. This collection is a roadmap for non-profit financial management including budgeting, reporting, and policy.
Marrying Financial Planning to Strategic Planning
This tutorial reviews the key components of linking strategic planning to financial planning. We’ll examine approaches to strategic planning from Good Enough to The Works; and also how to budget for revenue gaps and surpluses, determine where to put your fundraising focus, and determine the sustainability of each of your programs.
Strategic Program Planning
TREC’s program planning matrix helps you consider mission alignment along side funding and staffing considerations to evaluate your programs. This tool can be especially useful to hone your focus if you are having to make budgetary cuts.
Upcoming Webinars
Strategic Planning webinars coming soon.
Recent Webinars
Our most recent Strategic Planning webinars.
Recent Blog Posts
Our latest updates on Strategic Planning.