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Strategy & strategic planning

Strategic review and refresh for nonprofits

Signs you need a strategy refresh

Your strategy is mid-cycle but the context has shifted — it no longer feels relevant and the team has quietly stopped referring to it.

What you'll achieve

A refreshed strategic direction that reflects new realities while preserving continuity and team buy-in.

How a Nonprofit Builder consultant helps

  • Conduct a rapid review of your current strategy, assess what has changed internally and externally, and facilitate a targeted refresh process.

Key deliverables

  • Strategic review report, updated strategic priorities, revised results framework, communication plan for sharing the refresh internally.

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
  • 2.1C017

    Strategic planning: a toolkit for small NGOs

    A short, step-by-step strategic planning toolkit for small NGOs, including those that fund partners and those that work directly with communities. It is one of 5 toolkits from INTRAC's Strengthening Small Organisations with Big Ambitions project (2021 to 2022), funded by the UK Foreign, Commonwealth and Development Office. It comes as a PDF and as a lighter online version for low-bandwidth and mobile users. It is licensed CC BY-NC-SA 4.0.

    Start hereCurrentKey manual or guideFree