This blog post is part of five articles on organizational sustainability. Related articles are noted at the end of the post. Stage 4: Aspirations, Results, and Strategic Goals & Objectives When considering sustainability, where you are going and the results you want to deliver are a key component of creating a sustainable organization. If you don’t know what you are working towards or the results you want to achieve, it is difficult to set a direction and move towards it.

This blog post is part of five articles on organizational sustainability. Related articles are noted at the end of the post. Stage One: Organizational Audits An organizational audit evaluates areas of your organization that are considered vital to its functioning. It compares an element's performance to the desired performance to meet your business needs or goals. The focus of your audit may vary depending on your specific key issues or concerns. The three most common organi

Invest in an Annual Report that catches your readers attention and provides them with the important facts... It's about telling your organization's story so invest some time in this irreplaceable marketing document.

Your organization’s annual general meeting report is an information and marketing tool. It’s an opportunity to showcase and celebrate what has been achieved in the past 12 months and to bring members, community champions, funders, and partners up-to-date. While “standard” items need to be included in your annual report, the best annual reports tell a story using data, statistics, stories, images, videos, and facts. When you begin to think about your annual report, consider t

As with most AGMs, the ones I’ve attended often follow a standard agenda: updates on what’s happened throughout the year, progress made toward goals, presentation of financials and financial audit, voting in of new board members, and awards to recognize key volunteers, staff, or leaders. It’s standard fare, and this can be a little mundane for those active in the non-profit sector. So, how does a non-profit add excitement to its AGM agenda to make it more attractive an

Strategic board recruitment is essential. Too frequently, this strategic board priority is overlooked, and the opportunity to ensure a diverse, dynamic, healthy board is missed. Whether your Board is functioning optimally or needs improvement, spring is an excellent time for board member recruitment planning.

Whether you are new to a Board of Directors or have been on a Board for a long time, you’ve likely heard about the two “types” of boards in the non-profit sector: working or governance boards. In this blog post, I’d like to examine the differences between the two and showcase the situations in which each type of board shines.

When a Board acts in the organization's best interest, makes rational and strategic decisions, and ensures the organization is managed thoughtfully, a Board fulfills its purpose. In short, it is functioning as it should. If only reality were that simple.

Building on the need to invest time and energy into action planning as outlined in the blog post, "Committing to Action: The Missing Step...

A strategic plan shouldn’t sit on a shelf. When the non-profit Board and Executive Director stay connected to the plan, clear KPIs, accountability, tracking and reporting make it easier to see what’s working, what’s not, and where it’s time to adjust. What do you do at your Board meetings to keep the strategic plan front and centre?

The Board of Directors has passed the non-profit's Strategic Plan, Goals and Objectives. The Management Team understands what direction...

So, specifically in the context of non-profits, what do we mean when we make a “strategic decision?” We mean making decisions that align with the strategy (or direction) that we set overall: how we choose to operate, how we use our resources (people, time, money, or knowledge), what objectives we set for our teams (specific success metrics), and the actions or activities we focus on. What types of strategic decisions does your board make regularly?

When choosing KPIs and performance metrics for your non-profit strategic plan, start by asking your management team what they already track. Use existing data wherever possible, then add a few simple, measurable indicators that help your Board and Executive Director track progress, measure results, and strengthen accountability.

A good non-profit strategic plan needs goals people can actually understand and use. By getting clear on what’s behind each goal, Boards can turn big ideas into SMART goals, measurable objectives and KPIs that support accountability, guide implementation, and keep the plan moving forward—even when leadership changes.

A strong non-profit strategic plan does more than set direction—it defines where you’re going and how you’ll know you’re getting there. Clear strategic goals and measurable objectives help the Board, Executive Director and management team turn vision and mission into action, accountability and results. If your goals don’t clearly define where you’re going, how will anyone know when you’ve arrived?

Getting ready for non-profit strategic planning can feel like a lot. Your Board needs to decide why you’re planning, who to involve, which strategic planning process and model to use, and whether you need an outside facilitator or consultant. Asking the right questions before you begin can make all the difference. Before you start creating your strategic plan, has your Board stopped to ask what you actually need from the process?

When everything feels important, how do non-profit leaders decide what comes first? The Eisenhower Matrix is a simple priority-setting tool that helps Executive Directors balance urgent demands with strategic planning, leadership, delegation and organizational development. Because being busy isn’t always the same as moving your mission forward. What important work keeps getting pushed aside because something “urgent” always comes first?

Non-profit strategic planning is about more than creating a plan. Strong interest holder engagement, honest conversations, clear action planning and regular progress reviews help Boards and Executive Directors turn strategy into meaningful results. The strategic plan should become a living tool that guides decisions, accountability and organizational growth. Is your strategic plan actively guiding your organization—or gathering dust on a shelf?

Is your non-profit strategic plan guiding decisions—or gathering dust? Strategic planning only creates value when Boards, Executive Directors and teams regularly review, update and implement the plan. Whether your strategy needs a refresh or a complete rethink, keeping it relevant turns goals into action, accountability and results. If your strategic plan disappeared tomorrow, would anyone notice a difference in how your organization operates?

When was the last time your non-profit reviewed its strategic plan? Regular strategic plan reviews, annual action planning and progress tracking help Boards, Executive Directors and teams understand what’s working, what needs attention and where priorities need to shift. Building these reviews into your organizational calendar keeps strategy active and accountability visible. If reviewing your strategic goals isn’t on the calendar, how will you know whether you’re actually ma