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Nonprofit Strategic Plan Document Template

A planning document outlining goals, strategies, and actions for nonprofit growth.

Nonprofit Strategic Plan

Purpose: This strategic plan outlines the mission, vision, strategic goals, and action framework for guiding the growth and impact of the nonprofit organization over the defined planning period.

Organization Overview

Organization Name: {organizationName}

Planning Period: {planningPeriod}

Date Prepared: {datePrepared}

Prepared By: {preparedBy}

Mission & Vision

Mission Statement: {missionStatement}

Vision Statement: {visionStatement}

Core Values

{#coreValues}

  • {title}: {description}

{/coreValues}

Strategic Goals

{#strategicGoals}

  1. {goalTitle}: {goalDescription}

{/strategicGoals}

Key Initiatives

Initiative Owner Timeline Expected Outcome
{#initiatives}{initiativeName} {owner} {timeline} {expectedOutcome}{/initiatives}

SWOT Analysis

Strengths

{#swotStrengths}

  • {item}

{/swotStrengths}

Weaknesses

{#swotWeaknesses}

  • {item}

{/swotWeaknesses}

Opportunities

{#swotOpportunities}

  • {item}

{/swotOpportunities}

Threats

{#swotThreats}

  • {item}

{/swotThreats}

Stakeholders

Name Role Engagement Strategy
{#stakeholders}{name} {role} {engagementStrategy}{/stakeholders}

Monitoring & Evaluation

Progress Review Frequency: {reviewFrequency}

Responsible Parties: {evaluationResponsible}

{#evaluationMetrics}

  • {metricName}: {description}

{/evaluationMetrics}

Appendices

{#appendices}

  • {title}: {note}

{/appendices}

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Use Cases

Automate Nonprofit Strategic Plan Using Forms

collect nonprofit strategic plan inputs from staff using a web form
gather board member feedback to auto-generate strategic planning documents
create nonprofit growth plan by collecting goals and KPIs via online form
streamline data collection for nonprofit vision and mission updates
generate customized strategic plan drafts using donor program input forms

Generate Nonprofit Strategic Plan Using APIs

generate nonprofit strategic plan from CRM data via API
auto-create strategic documents from grant management system
trigger strategic plan generation after annual goal setting API call
build nonprofit planning documents from external fundraising platform via API
generate updated strategic plan from program management software via API

Integrations / Automations

auto-generate nonprofit strategic plan from Google Sheets using Zapier
create strategic plan PDFs from Airtable submissions via Make
generate planning documents after form completion in Typeform using Zapier
automate strategic plan creation from Trello board updates using Make
sync Salesforce data to auto-create nonprofit strategic plans using Zapier

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