Playbooks

Strategic Planning Simplified

This collection of resources will help nonprofit leaders develop a focused approach to set the stage for a successful strategic plan.

Getty Images

February 9, 2026 | Read Time: 1 minute

Strategic planning can feel like an onerous undertaking, but a focused approach keeps nonprofit leaders from feeling overwhelmed by the sheer number of decisions that surface during the process. 

Rather than trying to tackle everything at once, leaders should clarify what truly matters and direct their energy where it will have the greatest impact, say experts.

“Pick the one or two questions you really need to focus on, and the one or two areas where analysis and deeper dives are really important,” says Preeta Nayak, partner and head of leadership and community services at the San Francisco office of the Bridgespan Group, a nonprofit and philanthropic advisory firm. 

This kind of discipline not only streamlines the process but also builds alignment across staff and board members, making it easier to define goals and chart a clear path forward. “You have to be strategic about strategic planning,” Nayak adds.

This collection of resources will help you set the stage for a successful strategic plan.

Editor’s note: Chronicle playbooks are updated on an ongoing basis as new advice becomes available.

advice-hamlynconsultants-istock-1947499362.jpg

Hiring a Consultant? 4 Steps to Success

Before you sign a contract with a consulting service, check out these tips to help you get the most value out of the relationship.

advice-wheelerstrategicplanning-istock-1711505456.jpg

Strategic Planning Without the Stress: 6 Ways to Streamline

Experienced consultants and nonprofit leaders share their advice on optimizing the strategic-planning process.

opinion-reismanconsultants-istock-1163079602.jpg

How to Ensure the Consultants You Hire Help — Rather than Harm — Your Nonprofit

Consultants’ assumptions about what constitutes success could exacerbate the problems nonprofits aim to solve. These three steps can help.

Smart and Strategic Planning in Uncertain Times

Smart and Strategic Planning in Uncertain Times

With a potential recession looming, nonprofits executives must adjust their budgets and strategic plans yet again – after multiple years of shifting and adapting in…

On Demand