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Strategic Planning Guide

Strategic planning can be the most valuable investment of time and energy your group ever makes. This toolkit brings together TREC’s essential strategic planning resources to guide you from your organization’s first thoughts about implementing a new plan to having it a living plan in your organization’s daily life.

If you’re starting from scratch, we recommend reviewing the resources in order. If you are at a specific step in the process or refreshing your knowledge, feel free to jump to the area you need.

Toolkit Resources

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 […]

Strategic Planning Retreats

If you have the resources and time, a full team retreat in the middle of the planning process is desirable. This resource can help guide you through the logistical and […]

The Basics of Drafting Your Strategic Plan

When you are ready to draft your strategic plan, it is advisable to have a plan and approach prepared for tackling the actual task of documenting the organization’s thinking and […]

Adopting Your Strategic Plan

Formally adopting a strategic plan is one of the most fundamental responsibilities of a board of directors. This resource reviews the process between the planning committee, staff, and board from […]

Putting Your Strategic Plan to Work

You’ve completed your strategic plan, congratulations! Now what? How much do you communicate with your funders and when? How do you pay for and staff the new programs? This resource […]

Your Living Strategic Plan

Once you’ve completed your strategic plan, it’s important to treat it like a living resource through regular reporting, monitoring, and renewal. This brief resources will help with a clear path […]

Supplemental Resource: 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.

Supplemental Resource: Theory of Change Overview and Approach

A TOC (Theory of Change) describes the overall focus and approach for creating change: a process of planned social (or other) change, from the assumptions that guide its design to the long-term goals it seeks to achieve. 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.

Supplemental Resource: 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. Strategy screens help you apply your values and can provide clear rationale so that all staff members feel better equipped to either make or support decisions that align with your organization’s principles, mission, identity, and goals. A strategy screen can be particularly useful to clarify your DEI priorities and scope in a large field of possible activities. We recommend using the DEI Strategy Screen for group processes to clarify a shared vision or rationale for your choices. You can use this for individual or group decisions.

Background Image: American Rivers | Scott Bosse

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