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Strategy & Planning

Sample page of case statement activity sheet

Developing a Case Statement

This worksheet focuses on six guiding questions that staff and board members should be able to answer when developing a case statement. Questions included can be integrated into meetings and onboarding for new board members.

Sample page of unique organization activity sheet

What Makes Your Organization Unique

This is a great resource to use when developing a case statement or if your organization is re-imagining its mission and vision. The ability to express what makes your organization unique helps define programs and services and will help your organization attract new donors, supporters, and board members.

Sample page of setting goals activity sheet

Looking Forward: Setting Your Goals

Set yourself up for success in achieving goals. Take the time to reflect on how you are going to get there and the small steps you have to take to achieve the goal.

Year-End Campaign Sample Timeline 

Sample page of year-end campaign activity sheet

Year-end campaigns are very important for nonprofits in attaining their anticipated yearly revenue. Nonprofits must begin planning for a year-end campaign before October or November. This document provides a timeline to help prepare development professionals for the variety of tasks that go into a year-end campaign.

Sample page of fundraising plan activity sheet

Creating a Fundraising Plan 

This worksheet focuses on several guiding questions, fundraising challenges, and organizational goals, which is important to the process of developing a fundraising plan. Staff members and fundraising committee members should be able to answer most of these questions prior to developing a yearly fundraising plan.


Anchor 3
Sample page of donor cultivation activity sheet

Donor Cultivation and Stewardship 

This worksheet focuses on determining strategies for donor cultivation and stewardship. These strategies provide an opportunity for organizational leaders to determine cultivation and stewardship methods that they would like to implement or improve upon.

Sample page of donor prospecting activity sheet

Donor Prospecting

This worksheet helps staff members and board members prepare for donor solicitations. Understanding where donors are, in terms of affinity and capacity to an organization, is essential before a direct solicitation. 

Activity Book, Volunteer Appreciation and Retention Action Plan

Volunteer Appreciation & Retention Action Plan

Volunteer recognition and appreciation are essential to retention. Keeping volunteers engaged and part of your community helps to build a dedicated base of volunteers. This document helps you plan out what your volunteer recognition plan is for the year.

Volunteer Management

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Sample page of setting goals activity sheet

Volunteer Recruitment Action Plan 

Volunteer recruitment is an ongoing effort. Nonprofits rely on volunteers to support and implement programs and services. You want to develop a plan for recruiting individuals to serve in volunteer positions.

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