Nonprofit Strategy Homework Nonprofit Strategy Session – Homework & Discovery Questionnaire Please complete all sections before your strategy session. Step 1 of 6 - Your Organization 16% EmailThis field is for validation purposes and should be left unchanged.Name(Required) First Last Organization Name(Required)Email(Required) PhoneWebsite Tell Us About Your OrganizationWhat programs/services does your organization offer?Or let us know where we can find more information.What is your greatest challenge when it comes to your overall organization?What is your greatest challenge when it comes to marketing and outreach?What is your greatest differentiator? VisionWhat is your vision for the organization in 3–5 years?Consider: Why was this organization founded? What are you most excited about in the next 3–5 years? What energizes you about your work? What depletes you?What do you want your organization to do for the community, cause, or people you serve?ValuesWhat do you value most about your organization?PeopleWhen you think about people (those you serve, volunteers, donors, partners, staff) how important are they? What do you value about people related to your mission?ImpactHow does making an impact drive your organization? How do you want to make an impact in your community, cause area, or beyond?ProcessesHow do processes play a part in your organization and what do you value about them?SustainabilityWhat do you value about financial sustainability? How important is funding and revenue relative to other aspects of your mission?People – Rank (1 = most important)Rank each value from 1–4. Use each number only once.Select rank1234Impact – Rank (1 = most important)Select rank1234Process – Rank (1 = most important)Select rank1234Sustainability – Rank (1 = most important)Select rank1234What are you most proud of in your organization? GoalsWhat are the top 3 goals you have for your organization over the next 12 months?What goals does your vision inspire? What goal protects your mission? What goal focuses on funding? What goal focuses on processes?How do you measure success?How do you celebrate success?SWOT AnalysisWhat are your top strengths as an organization?What are your top weaknesses as an organization?What are the top opportunities for your organization?What are your top outside threats related to your organization? AudienceWho is your primary stakeholder?This could be donors, volunteers, program participants, community partners, or other key stakeholders you are currently targeting. Tell us in detail: specific community, profession, or group; technology comfort; demographics; characteristics.What keeps your primary stakeholder up at night?What is your primary stakeholder's goal when they engage with your organization?What is their biggest roadblock to engagement or involvement?How do you help them reach their goals or connect with your mission?BrandTell us about your brand.How would you describe your organization's brand as if it were a person?What are the top adjectives you would use?What problem do you solve or what need do you meet for those you serve?What causes, movements, affiliations, or community organizations are important to your brand?Who are your top 3–5 referral sources for new stakeholders?People, industries, professions, community groups, etc.Besides engaging with your programs or donating, what do you want prospects to do?For example: sign up for your newsletter, follow you on social media, attend an event, volunteer, advocate, etc. Marketing & Outreach ContentWhat are you doing to create new content and how often?Do you have a newsletter?If so, tell us about what you send and how often. How do you grow your subscribers?How do you distribute marketing and outreach content, if at all?How do you prospect for new stakeholders?How do you reach out to potential donors, volunteers, or partners?Do you have any email automation in place for new leads or prospective stakeholders?If so, what does that look like?What are you currently doing to build your brand and establish authority in your cause area?For example: podcasts, speaking engagements, workshops, community events, etc.Networking & Community EngagementHow do you currently utilize networking groups or community organizations?What groups are you involved with?Do you host or attend any events that lead to new stakeholders or partnerships?What collateral (digital or print) do you use for networking or events?What is your follow-up process when you meet a new contact at an event?Anything else we should know related to networking or events?Paid AdvertisingDo you currently have any digital paid advertising or have you done any in the last 3 years? Yes No If yes, please tell us more about your paid advertising.Google Ad Grants, Facebook, other.Development & Stakeholder Growth ProcessWhat does your process look like for cultivating new prospects?Whether donors, volunteers, or other key stakeholders.What do you use to present your organization and its impact to a prospective stakeholder?Digital, print, other.What is the process after you make an initial ask or present to a prospect?How do you follow up? What do you send? How often?What is the process when a prospective stakeholder doesn't engage or declines?How do you stay in front of them?What does your process look like for asking your network for referrals to new donors, volunteers, or partners?Do you send any kind of thank you to those in your network who refer new stakeholders to you? Yes No Do you have any specific follow-up process for referrals?How do you make sure no one falls through the cracks?Onboarding New StakeholdersDo you have any type of process in place for how you onboard new donors, volunteers, or program participants?Is this process automated in any way?What does onboarding look like for your key stakeholders? Numbers That MatterWhat was your total revenue/funding last year?What is your projected revenue/funding this year?What is your 2025 funding goal?What is your estimated monthly or annual marketing and outreach budget?(Required)RequiredHow many hours a month can your team dedicate to marketing and outreach?(Required)RequiredYour Marketing GoalsWhat do you want marketing to do for your organization this year?What is your number one marketing goal?What does growth look like for you?Are you focused on increasing donors, recruiting volunteers, expanding program participants, or growing community partnerships? Tell us about the key stakeholders you are targeting and what success looks like.
