Nonprofit Strategic Plan Template

Mission, vision, baseline, theory of change link, goals and objectives with targets, financial plan with reserves range, people, risks, monitoring

非営利標準strategic plan更新 2026/10/29

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使い方: Use it when a charity or nonprofit sets a three to five year strategy. Agree the theory of change and the baseline first, then the goals and the financial plan that pays for them. The main pitfall is targets with no baseline and no money behind them.

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Strategic Plan [YYYY to YYYY]: [Organisation name]

A three to five year strategic plan for a charity or nonprofit: mission and vision, where the organisation stands now, the theory of change the strategy rests on, strategic goals and objectives with measures and targets, the financial and people plan, risks, and how the board will monitor delivery. Based on common nonprofit strategy practice; it links to the organisation's theory of change and reserves policy. The example, Brackenfold Reading Trust's plan for 2027 to 2031, is fictional and reports in USD. Replace every [bracketed] value and every row marked Example.

Document control

Field	Value
Document ID	[STR-YYYY-YYYY]
Organisation	[Legal name, registration number]
Plan period	[YYYY to YYYY]
Version	[1.0]
Status	[Draft / Consultation / Approved]
Owner	[@chief-executive]
Approved by	[Board, minute reference]
Last updated	YYYY-MM-DD
Mid-term review	YYYY-MM-DD
Classification	[Public summary; full plan internal]

Approvals

Role	Name	Date
Chief executive	[Name]	YYYY-MM-DD
Chair of the board	[Name]	YYYY-MM-DD

Revision history

Version	Date	Author	Change
1.0	YYYY-MM-DD	[@author]	Plan approved
1.1 (Example)	YYYY-MM-DD	[@chief-executive]	Mid-term review: G3 target revised

1. Mission, vision and values

Item	Statement
Purposes (from governing document)	[Legal objects]
Mission	[What we do, for whom]
Vision	[The change we want to see]
Values	[Three to five values with one line each]
Example: Mission	Brackenfold helps children in [Region] become confident readers, working with their families and schools
Example: Vision	Every child in our districts leaves primary school reading with understanding

2. Where we are now

2.1 Context

[Need, policy environment, funding environment, other providers.] Example: about one in three children in the three districts leave primary school unable to read with understanding; local library hours were cut in YYYY.

2.2 Baseline

Measure	Baseline (year)	Source
[Measure]	[Value]	[Source]
Example: Children reached a year	2,150 (2026)	Programme database
Example: Children improving at least one reading level	68% (2026)	Pre and post assessment
Example: Total income	2,400,000 (2026)	Audited accounts
Example: Unrestricted share of income	65% (2026)	Audited accounts
Example: Active volunteers	410 (2026)	Volunteer records

2.3 How this plan was developed

[Consultations held, with whom and when, and what changed as a result.]

3. Theory of change link

Full theory of change: [link to the theory of change document].

4. Strategic goals, objectives and measures

ID	Goal and objective	Measure	Baseline	Target (final year)	Owner
[G1.1]	[Objective]	[Measure]	[Value]	[Value]	[@owner]
G1.1 (Example)	Reach more children through volunteer reading partners	Children reached a year	2,150	3,500	[@programme-lead]
G1.2 (Example)	Serve estates with no library	Estates served weekly by reading vans	10	22	[@programme-lead]
G2.1 (Example)	Family reading sessions in every partner library	Families attending three or more sessions	640	1,100	[@family-lead]
G2.2 (Example)	Improve outcomes	Children improving at least one reading level	68%	75%	[@evaluation-lead]
G3.1 (Example)	Diversify income	Total income	2,400,000	3,200,000	[@chief-executive]
G3.2 (Example)	Keep reserves in range	Free reserves within the reserves policy range	Within range	Within range every year	[@treasurer]
G3.3 (Example)	Retain volunteers	Volunteers active after 12 months	58%	70%	[@volunteer-lead]

Annual milestones for G1.1 (Example): 2,400 (2027), 2,700 (2028), 3,000 (2029), 3,250 (2030), 3,500 (2031).

5. Financial plan

Year	Total income	Unrestricted expenditure	Reserves range (3.5 to 4.5 months)
2026 baseline (Example)	2,400,000	1,560,000	455,000 to 585,000
2027 (Example)	2,540,000	1,650,000	about 481,000 to 619,000
2028 (Example)	2,690,000	1,750,000	about 510,000 to 656,000
2029 (Example)	2,850,000	1,850,000	about 540,000 to 694,000
2030 (Example)	3,020,000	1,960,000	about 572,000 to 735,000
2031 (Example)	3,200,000	2,080,000	about 607,000 to 780,000

Example assumptions: income grows about 5.9% a year (from 2,400,000 to 3,200,000 over five years); unrestricted expenditure stays at about 65% of income; the "Every Child a Reader" campaign raises 1,200,000 restricted funds over three years for G1.1, G1.2 and G2.1. Ranges are rounded to the nearest thousand.

6. People and capabilities

Need	Change	When
[Need]	[Change]	[Year]
Example: Volunteer coordination for 300 more volunteers	Two more coordinators	2027 to 2028
Example: Outcome data	New assessment database	2027
Example: Board skills	Recruit a trustee with fundraising experience	2027

7. Risks

ID	Risk	Goal	Likelihood	Impact	Mitigation	Owner
[STR-R01]	[Risk]	[G]	[L/M/H]	[L/M/H]	[Mitigation]	[@owner]
STR-R01 (Example)	Campaign falls short of its goal	G1, G2	Medium	High	Quiet phase must reach 60% before launch; phase the second van	[@head-of-fundraising]
STR-R02 (Example)	Volunteer recruitment stalls	G1	Medium	High	Partner with employers for volunteering days	[@volunteer-lead]
STR-R03 (Example)	Safeguarding incident	All	Low	High	Safeguarding policy, checks, training	[@safeguarding-lead]

8. Monitoring, review and reporting

Activity	Who	When
Annual operating plan and budget from this plan	[Chief executive]	Each year before the budget
Progress report on section 4 measures	[Chief executive to board]	[Quarterly]
Mid-term review of goals and targets	[Board away day]	[Year 3]
Public progress summary	[Chief executive]	Annual report

9. Related templates

Theory of change for the pathway in section 3
Reserves policy for the reserves range in section 5
Fundraising case for support for the campaign in section 5
Impact report for annual results against section 4
KPI scorecard for the board progress report
PESTLE analysis for the context in section 2
OKR for quarterly team goals under each objective

Glossary

Goal: a broad result the organisation wants by the end of the plan.
Objective: a specific, measurable step towards a goal.
Baseline: the value of a measure at the start of the plan.
Theory of change: the explained pathway from activities to long-term change.
Free reserves: unrestricted funds freely available to spend.

Standard and licence note

Based on common nonprofit strategic planning practice; no single standard governs strategic plans. For board responsibilities in setting strategy, see the Charity Governance Code (2025 edition, eight principles, https://www.charitygovernancecode.org/en) and your regulator's guidance. The structure, text and fictional Brackenfold figures are original. Template licence: MIT.