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Strategic Planning - Where to Start?

Posted By Anne Hindrey, Tuesday, May 1, 2018

Now that it’s time to update your strategic plan, how do you get started?


NAM reached out to our business partners to get their take on the best way to proceed.  We heard that RFP’s are a time suck, and several vendors have felt burned by that process. Moving to more of a “Request for Qualifications” with an interview process, much like you’d hire an architect or employee, may be a more effective way to go.


That said…here’s what we heard:

Invest the time to understand what you want to get out of a strategic planning process.  In other words, are you ready?


If it’s been awhile you may want to consider updating your organization's Guidelines and Principles assessments.  This will give you a clear understanding of where your organization is and help you decide where you want to go.  To help you get started here are a few steps we recommend.


  • Develop a scope of work that clearly outlines what you are interested in accomplishing. 
  • Share this with some consultants that do this type of work.  
  • Ask them for nonprofit references and get feedback from some of their other clients.  
  • Ask for their qualifications to do this work
  • Set up some interviews with a few that peak your interest.  


As in so much that we do, this work is about building relationships so take the time to make sure you find a good fit.  Once you’ve chosen your vendor, now you/they can develop a scope of services to ensure your expectations are met.





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