Audit Your Strategic Plan To Prepare For Annual Planning

Join Brooke in this pivotal episode as she explores the essential role of strategic clarity in nonprofit success. As 2024 approaches, Brooke emphasizes the transformative power of revisiting, refining, and focusing your organization’s long-term plan. For nonprofit leaders passionate about making a lasting impact, this episode is a must-listen, offering deep insights into turning your strategic plan from a static document into a dynamic compass for your organization’s journey. Dive into the nuances of strategic vision, the magic of prioritizing, and the effectiveness of SMART goal setting to chart a course for a year of remarkable achievements and focused efforts.

What Listeners Will Learn:

  1. Strategic Plan as a Guiding Star: Understand how a comprehensive strategic plan directs your organization’s energy, time, and resources.
  2. Crafting Impactful Vision Statements: Discover the key elements that make a strategic vision statement effective and inspiring.
  3. Prioritization for Greater Impact: Learn why focusing on 3-5 strategic areas yields more significant results than spreading efforts thinly.

Key Takeaways:

  • Strategic Planning as a Roadmap: The importance of a long-term plan in guiding your organization’s direction and focus.
  • Vision vs. Strategic Vision: Distinguishing between organizational vision and strategic vision for clearer goal setting.
  • Jargon-Free Vision Statements: The significance of using plain, inclusive language in vision statements.
  • Importance of Prioritization: The impact of focusing on a limited number of strategic priorities for depth and alignment.
  • SMART Framework in Goal Setting: Employing the SMART framework to create clear, measurable, and achievable goals.

Step-by-Step Process:

  1. Audit Your Long-Term Plan: Review your strategic plan for relevance and alignment with current priorities.
  2. Develop a Clear Vision Statement: Create a compelling and inclusive strategic vision statement.
  3. Identify Strategic Priorities: Choose 3-5 key areas to focus your organization’s efforts for maximum impact.
  4. Set SMART Goals: Utilize the SMART framework to establish clear and measurable goals aligned with your vision.
  5. Engage Stakeholders: Effectively communicate your vision and goals to donors, funders, and your team for greater engagement and support.

Resources Mentioned:

Episode Hooks

  1. Strategic Clarity Matters: Dive deep into why a long-term strategic plan is your not-so-secret weapon for focused impact.
  2. Redefining Vision: Uncover the difference between organizational and strategic vision and why it’s a game-changer.
  3. Priority Magic: Why focusing on 3-5 key areas can elevate your organization’s impact and clarity.
  4. Your Vision Statement: Is it clear, jargon-free, and genuinely inspiring? Tune in for a comprehensive guide.
  5. Plan Like a Pro: Harness the power of the SMART framework for goals that lead to tangible results in 2024 and beyond.

Connect With Brooke:

Connect with Brooke Richie Babbage at

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