Strategic Tools
Ready-to-use tools that transform insights into action.
Strategic Planning Checklist
A comprehensive step-by-step checklist to guide your organization through the strategic planning process. From initial assessment to final implementation, this tool ensures nothing gets missed.
What's Included:
- Pre-planning assessment
- Stakeholder engagement guide
- Mission & vision refinement
- Goal-setting framework
- Implementation timeline
Strategic Pitfalls Cheat Sheet
Keep this guide handy when building or reviewing your strategic plan. Identify potential problems before they derail your momentum with this comprehensive reference covering the five most common strategic planning pitfalls.
What's Included:
- Detailed breakdown of each pitfall: what it looks like, why it happens, and the cost of ignoring it
- Actionable fixes with step-by-step implementation guidance
- Quick check questions to assess your current planning process
- SMART goal examples to transform vague objectives into measurable outcomes
- Prevention checklist and emergency assessment tools
- Conversation starters for your next team meeting
Mission-Vision-Strategy Alignment Guide
Use this comprehensive guide to ensure your organization's mission, vision, and strategy work together. Perfect for leadership retreats, board meetings, or any moment when your organization needs to recalibrate and refocus.
What's Included:
- Clear definitions and examples of mission, vision, and strategy
- The Alignment Test with step-by-step instructions
- Mission Match Test framework for evaluating new opportunities
- 90-minute Realignment Workshop guide for teams
- Signs of strong alignment vs. signs of misalignment
- Monthly, quarterly, and annual maintenance checklists
- Conversation starters for staff, leadership, and board discussions
- Quick reference card to print and keep handy
Coaching Culture Quickstart Guide
Build a culture of coaching that strengthens teams and develops leaders without formal training or big budgets. This comprehensive guide provides everything you need to introduce coaching habits into your organization's rhythm.
What's Included:
- Powerful coaching questions for team meetings and one-on-ones
- 15-minute coaching conversation structure you can use today
- Step-by-step peer coaching circle guide with ground rules
- 30-day coaching challenge to build new habits
- Coaching prompts for common situations teams face
- Best practices checklist and psychological safety framework
- Self-coaching questions for daily reflection
- Clear distinctions between coaching, managing, and mentoring
Strategic Tech Toolkit
Practical resources for implementing technology tools to support your strategic planning process. Choose the right tools, avoid common pitfalls, and build adoption that sticks—without overwhelming your team or budget.
What's Included:
- Tool comparison charts for ClickUp, Asana, Trello with accurate free tier limits and nonprofit pricing
- Google Workspace vs Microsoft 365 comparison for nonprofits
- Implementation checklist broken down by phase (pilot, rollout, adoption)
- Training session template with time breakdowns for 60-90 minute sessions
- Realistic evaluation timeline: what to look for at 3, 6, and 12 months
- Common pitfalls to avoid based on real implementation failures
- Quick start guide: your first 30 days broken down by week
- Best practices checklist and signs of successful adoption
Theatre-to-Leadership Toolkit
Practical tools and exercises for bringing theatre principles into leadership. Use these frameworks to prepare for high-stakes moments, strengthen team culture, and develop authentic executive presence—no theatre background required.
What's Included:
- Rehearsal preparation checklist for presentations and difficult conversations
- "Yes, And" meeting template with momentum prompts when conversation stalls
- Presence-building exercises and quick 2-minute reset techniques
- Ensemble-building activities with timing and facilitation guides
- Crisis adaptation playbook for when things don't go according to plan
- Leadership reflection questions by principle category
- Signs these principles are working in your organization
- Step-by-step guides for immediate implementation
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