1. How to Develop a 3 Year Strategic Plan A course of action for the start-up nonprofit agency

2. Where to start Assets: YOU Your Experience Your Contacts Your Existing Relationships Liabilities: Limited/No Funds Limited/No Staff Limited/No Time Limited/No “juice” e.g. “rep” reputation Track record Associations

3. Where you are now – Year 1Where you Want to Go – Year 2Where you want to Go – Year 3 HERE w/ Limited Assets & Liabilities Program/Project you can do for maximum publicity & minimal to no cash i.e. information fair, focus groups for a future project or initiative consult or partner on someone else’s project Establish relationships Position yourself/your agency Start planning 1 major event, project/partnership that will take place in year 2 that has Annual Event potential Learn the Nonprofit Business Get out in the community Still some limited Liabilities Seek funding commensurate with your experience, reputation, etc. Incorporate a funding specific program Continue with first project or program if feasible Work on expanding Annual Event Begin to evaluate the cost of expansion: Employees/consultants, annual audit, insurances, location, rent, utilities * Funding needs to be established in advance to cover these costs for 1 year Continue to seek funding before you really need it Re-apply for funding if applicable Continue with the no/low cost original program or project Add an additional “funded” program Hire a consultant on a per program basis Save 8 – 10 % of your grant funding for operating expenses Perfect your Annual Event

4. Where you want to Go – Year 4 Use your annual audit and your funding track record to start applying for larger pools of funding Hire only as many employees as you need for as long as the grant will allow Develop a new program for the upcoming year Begin the strategic planning process again – include staff, board members, stakeholders, consumers, etc. Note: Your strategic plan should be developed with the parameters set by your agency mission statement!

5. SMART Goals S = Specific M = Measurable A = Attainable R = Realistic T = Time-specific Your goals should be developed within the parameters of your mission statement

6. Resources Books: (APA style) Grants 33 Funder-Friendly Elements No Grant Proposal should be without Rogers, K. 2010 Strategic marketing Lauffler Adweek copywriter’s handbook Sugarman, Joseph 1999 Websites: