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Clear thinking on fundraising, planning, boards, and technology. Written to be acted on, with the cost in view.
Fundraising Strategy · Essential
A fundraising plan you can write in two weeks from last year's actuals, with one target and one owner per line, the retention math, and what the board signs.
Nonprofit Strategy Editors · 17 September 2026 · 11 min read
Decide your revenue mix, growth lines, retention target, and board role before you write a plan. The numbers that matter and the order the decisions come in.
Strategic planning for nonprofits that produces decisions instead of a binder. Process, timeline, theory of change, scenario planning, and what the board signs.
Board governance for working nonprofits. What the board owns, the three documents that keep it useful, composition, fundraising expectations, and where to start.
Technology strategy for nonprofits with no IT department. The roadmap on one page, picking systems by criteria, free security basics, and what to budget.
Nonprofit Strategy WeeklyOne email every Tuesday: the newest piece, one template, nothing else. No vendor money, unsubscribe in one click. Replies are read and answered.
A one-page technology roadmap you can write in two weeks. Every system with an owner and a renewal date, three moves for the year, a stop list, and a free template.
A board matrix template with the columns worth scoring, a 0 to 2 scoring rule, a worked gap analysis, and the script for telling current members what it says.
A two-page strategic plan template, the twelve-week process that fills it in four meetings, what the board signs, and when to skip planning this year.
An hour-by-hour one-day board retreat agenda for twelve to eighteen people, the three decisions it must produce, and the record everyone signs before leaving.
A feasibility study only works once readiness passes: the twenty items to check first, what a study tests and costs, and the five gates that follow it.
A fully loaded event ROI worksheet that counts staff hours, a by channel cost comparison, and the keep, fix, or cut thresholds for your next gala decision.
A board attendance policy with a threshold that holds, the enforcement sequence a chair actually uses, and the bylaws clause the whole thing depends on.
A six-document recruitment packet, a one-page prospectus, role description, expectations summary, calendar, and financial page, plus the script for the ask meeting.
A twenty question scorecard with three verdicts, the expected value math per application, and the four rules that cut your grants pipeline before writing a word.
A four page nonprofit succession plan template with interim authority limits, a critical access sheet, a 30 day communications plan, and a planned departure timeline.
A one-page technology roadmap template with a system inventory, three moves, a stop list, five security checks, a budget line, and a sign-off. Docs and Word files.
A three-tab board matrix spreadsheet with one row per member, 0 to 2 scoring, a gaps tab that does the sums, and a recruitment brief tab. Sheets and Excel.
A two-page nonprofit strategic plan template with priorities, owners, measures, a stop-doing list, risk triggers, and a board sign-off block. No email required.
A one-page attendance policy with fill-in thresholds, the half-page enforcement procedure the chair follows in order, and a bylaws clause ready to paste in.