Results
Creating a Multi-Year Fundraising and Communications Plan
This resource provides a step-by-step process for leaders and fundraising teams to create a three-year fundraising and communications plan that aligns with their strategic priorities and long-term sustainability goals.
Testing the Strength of Your Theory of Change
This worksheet is designed to help you test whether your strategy is built on a credible and evidence-informed theory of change (TOC).
Anchors and Sails: Strategic Planning in Turbulent Times
This webinar will orient you to a strength-based framework for assessing whether to nimbly revise your plans, root into a committed course of action, or develop a radically new path forward. You’ll be introduced to several easy-to-use tools and will leave with more confidence to help your team adapt, persist, and move resiliently with change.
Mission Effectiveness Assessment
This Mission Effectiveness Assessment is designed to help Executive, Programs, Advocacy, and Policy Director level staff quickly gain a collective impression of your mission related activities as part of an organization-wide planning effort.
Capacity Assessment Activity
One of the key limiting factors for your work is your team’s collective capacity to carry things out. This tool is designed to provide definitions and a way to quickly assess collective capacity at the programmatic and team level.
Organizational Landscape Analysis Tool
An Organizational Landscape Analysis is a way to develop a bird's eye understanding of the major players in your sector and can be particularly helpful for strategic planning, campaigns, and programs. Customize and fill out this chart to assess and compare other organizations' focus areas and avenues for influence.
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.
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.
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.
Planning for Uncertainty
This tutorial walks you through critical steps and scenario planning to take now to prepare during uncertain times such as the COVID-19 pandemic.
Building Organizational Strength in a Time of Growing Opposition Attacks
Is your organization increasingly facing opposition attacks? Do you know what you can do to be better prepared? Join RoadMap for this interactive webinar which will address the 8 types of attacks organizations are currently facing, from digital to regulatory agency investigations to legal challenges, and more.
Prepare for Uncertain Times: Stress Test Your Organization
Many economists say that a recession is looming–and that we are starting to see early signs of a downward turn. The time to get prepared is before the worst of it hits. In this session, we’ll talk about stress-testing your financial position. We’ll show you how to do financial scenario planning so you can create your own contingency plan. And because we are facing more than just financial uncertainty, we’ll walk through stress-testing your staffing, board, program, and more.
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 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.