Mid-term strategy review for nonprofits
You are halfway through your strategic period but have no structured way to assess whether you are on track or need to course-correct.
What you'll achieve
An honest, evidence-based assessment of where you stand against your strategy, with clear recommendations for the second half.
How a Nonprofit Builder consultant helps
- Review your results data, interview key stakeholders, and facilitate a reflective session with leadership to agree on adjustments.
Key deliverables
- Mid-term review report, progress scorecard, recommendations memo, updated priorities for the remaining period.
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Often paired with
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From the resource library
Free tools and guides to get started
- 2.1C018
Agile Strategy Canvas
A one-page canvas that holds an organisation's whole strategy in 3 layers. Strategic Direction covers vision, mission, core strategic insight, a big hairy audacious goal, economic drivers and values. Strategic Signals records internal insights and external opportunities and threats. Strategic Sprints lists an ideas backlog, active time-boxed sprints and completed sprints with what was learned. Teams update it every quarter as conditions change.
EmergingTool or templateFreeNonprofit Builder tool - 15.3C198
The Matrix Map
An article setting out a 4-step method for judging programmes and fundraising activities on both mission impact and profitability. Teams list every business line, score impact on a 1 to 4 scale, work out whether each line makes a surplus or needs a subsidy, then plot the results on a grid. The 4 quadrants, Stars, Hearts, Money Trees and Stop Signs, guide what to grow, contain, nurture or close.
ClassicTool or templateFree
All 21 resources on strategy and planning All 12 resources on networks and partnerships All 7 resources on starting a nonprofit All 15 resources on social entrepreneurship and earned income