The Charity & Nonprofit
Strategic Plan Check-In
This free worksheet provides you with:
- Short prompts beneath each question.
- Space to record progress, changes, and barriers.
- An action table with owners and due dates.
- A place to set your next check-in and identify who needs an update.
This worksheet will help you...
Recognize progress
Connect accomplishments to strategic priorities, celebrate contributions, and capture what your team is learning.
Respond to change
Consider changing conditions, emerging opportunities, and barriers that may affect your approach.
Move forward with clarity
Agree practical next steps, assign owners, and set dates for follow-through.
Four questions. A useful conversation.
You do not need a lengthy planning exercise every time you review progress. You need space to consider what is happening and make deliberate choices.
The Charity and Nonprofit Strategic Plan Check-In gives that conversation a simple structure.
Make strategic plan progress conversations part of your regular rhythm.
Your strategic plan deserves a place in the conversations happening throughout the year. A leadership meeting, department discussion, or planning session can provide the opportunity to step back and consider whether your approach is still moving you towards your goals.
Choose one strategic priority, bring the people responsible together, and use the worksheet to guide a focused conversation. Keep your notes so the next check-in builds on what you agreed.
- Make room for honest discussion. Give your team space to raise concerns, share ideas, and ask for the support they need.
- Connect decisions between meetings. Keep a brief record of what you agreed and why, so you can return to it without reconstructing the conversation.
- Build a habit your team can sustain. Use the same four questions regularly, without adding a lengthy reporting process to everyone’s workload.
A practical framework your team can start using today.
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