This section is about mapping out what your organisation wants to achieve over the next few years and how you will get there. If you have not yet agreed on detailed plans, take some time to meet with your team, board and community to shape these plans collaboratively.
The Charity Excellence Framework has some useful guidance.
- Organise around focus areas: Lay out your plans for each year based on the different areas of work your organisation is focusing on. This helps keep things clear and makes sure activities support your overall vision.
- Set timelines and milestones: Agree to set realistic timelines and identify key points along the way to track your progress. Identified milestones will act as markers to keep you moving forward and allow you to measure impact.
- Create clear and achievable targets: Break your plans into manageable goals that feel reachable with a clear sense of direction provided. This helps everyone understand what success looks like and how to work toward it.
- Share responsibilities across the team: Instead of leaving everything to one person, make sure roles and tasks are shared among your team. Assigning leads for specific activities can keep things moving while sharing the workload.