Strategic Planning

Zen Consulting LLC

We provide fractional CFO services as well as business consulting, risk management, grant management, and strategic planning assistance to nonprofits. We have over 20 years of experience in the nonprofit management field and love working with clients to help them meet their goals and pursue their missions. We also provide advising and support to individuals seeking to form their own nonprofit organizations.
We work remotely with clients all over the globe, as well as in-person for any clients within the NC Triangle area.

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Creating a Fundraising Plan: Step-by-Step Guidebook

This Nonprofit Learning Lab* resource entitled, Creating a Fundraising Plan: Step-by-Step Guidebook, offers an in depth review of the process to create a fundraising plan, fundraising strategies, details on how to draft a plan and sample templates. This guidebook also includes activities and worksheets to help staff, board members, and fundraising committee members with developing their fundraising plan. 

 

 

Nonprofit Strategic Technology Planning Guide

Nonprofit Strategic Technology Planning Guide offers a step-by-step approach to designing a long-term technology plan for your nonprofit. It identifies specific meetings you would need to have with your technology steering committee and other stakeholders in each phase, deliverables to achieve at each step of the strategic planning process, and tools for needs such as calculating Total Cost of Ownership.

HIGOL

Teri and her experienced team at HIGOL help nonprofit leaders increase revenue and community impact by an average of 50% within twelve months of working together. The team has over 200 combined years of experience in the nonprofit and entrepreneurial sectors. We support leaders every step of the way as they unleash their organization’s true potential.

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Nonprofit Strategy and Planning by the Numbers

Increasingly, nonprofits are turning to more flexible strategic frameworks instead of formal strategic plans to guide their board and staff. BoardSource's infographic, Nonprofit Strategy and Planning by the Numbers, outlines this evolution and describes different strategy and planning options, key qualities of strategic frameworks, and tips on how boards can monitor their progress towards organizational goals.