SWOT Analysis Worksheet
A SWOT analysis–reviewing your organization’s current strengths, weaknesses, opportunities, and threats–is a strategic planning tool that can be a quick and simple activity with your staff or leadership team.
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.
Mitigating Risk Matrix
This matrix is a tool as part of TREC’s three-part strategy of Mitigating Risk, Enduring & Sustaining and Visioning Forward. The following matrix can help organize your thinking about current and future risks and/or transitions. This matrix can be done individually or with a group.
Reflect, Pivot, Lead: Aligning Leadership and Well-Being for the Future
As the winter solstice approaches, our attention is often pulled instinctively toward introspection and reflection. While hibernation is not on the menu for most passionate and busy change-makers, we can turn to nature to guide us in slowing down, taking stock, and focusing on the essentials. We are in the season of reflection.
Strategic Planning
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…
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.
Milestones for DEI Change Teams
Use this guide to assess and track the progress of cultural change initiatives that are guided by a DEI change team. It is organized in three common phases: the foundational phase, the experimentation phase, and the integration phase. In all three phases, it is critical to keep the staff and board informed of progress and to eliminate roadblocks. The Executive Director, senior leadership team, and Board of Directors must also sponsor and support in all phases.
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.
Change Team DEI Development Plan Template
DEI team workplans or development plans bring clarity to expectations, enrich feedback and review processes, and help align each team member’s tasks with the DEI team goals. Create a work plan using this sample DEI Development plan template.
Achieving Your DEI Vision and Goals: Change Team Strategy
This webinar introduces the concept and practice of an internal DEI change team. These teams are comprised of current employees who create guideposts and steps along the path to meet organizational equity and inclusion goals.