VolunteerBadge

Free · Certificate included

Strategic Planning for Nonprofits

Turn your mission into a clear, fundable plan your whole team can rally around.

38 min Intermediate 7 modules Pass 80%
For: Executive directors and nonprofit managers

What you’ll learn

  • Translate your mission into measurable goals and SMART objectives
  • Run a SWOT analysis and build a theory of change for your programs
  • Prioritize initiatives with limited time, talent, and dollars
  • Build a roadmap — and a monitoring rhythm — that funders and boards trust

Screen your volunteers for $5

VolunteerBadge runs FCRA-compliant background checks for just $5 — with identity verification built in. No monthly fees, no contracts.

Create a free account →

Course outline

  1. 1

    Why a strategic plan is worth the trouble

    Most nonprofits run on urgency. The grant is due, the event is Saturday, the freezer broke. In that mode it is easy to dismiss strategic planning as a luxury for…

    5 min Quiz Interactive
  2. 2

    Read the terrain: SWOT analysis

    Before you decide where to go, you have to know where you stand.

    6 min Quiz Interactive
  3. 3

    Theory of change & the logic model

    A SWOT tells you where you stand. A theory of change tells you how you believe your work creates impact. It is the causal story at the heart of your plan: if we do…

    7 min Quiz Interactive
  4. 4

    From mission to goals to SMART objectives

    Now you translate direction into commitments.

    6 min Quiz Interactive
  5. 5

    The planning process & who is in the room

    A plan written by one person in a back office rarely gets implemented, because no one else owns it.

    6 min Quiz Interactive
  6. 6

    Turning the plan into action

    The graveyard of nonprofit strategy is the shelf.

    5 min Quiz Interactive
  7. 7

    Monitoring, KPIs & keeping the plan alive

    A plan you never check is a wish. Monitoring is what turns a strategic plan into a management tool. The organizations most effective at implementation, Bridgespan…

    5 min Quiz Interactive

Sources & further reading

VolunteerBadge Academy courses are provided free for general educational and informational purposes only. Every course is researched from reputable, authoritative sources (cited on the course), but VolunteerBadge and ScreenForge Labs, LLC make no representations or warranties of any kind — express or implied — as to the accuracy, completeness, currentness, reliability, or suitability of the content for any purpose. Content may contain errors or omissions and may become outdated, and laws, regulations, standards, and best practices vary by jurisdiction and change over time. This material is not legal, medical, mental-health, clinical, financial, safety-certification, or other professional advice, and completing a course or earning a certificate creates no professional relationship, license, accreditation, or endorsement and is not a substitute for training, certification, supervision, or policies required by law, your organization, your insurer, or a licensing body. Always follow your organization's own policies and applicable law, use your own judgment, and consult a qualified professional (such as an attorney, licensed clinician, or medical provider) about your specific situation. In an emergency, call 911 (or, for a mental-health crisis, 988). To the fullest extent permitted by law, VolunteerBadge and ScreenForge Labs, LLC disclaim all liability for any loss or harm arising from reliance on this content or participation in any course.