Name
Email
Organization
I. Organizational Foundation & Context (The "What")
Before determining where you need to go, clearly define where you are and who you serve.
A. Core Mandate:
Mission Statement (What we do):
Vision Statement (What the world looks like when we succeed):
B. Primary Beneficiary & Stakeholders:
Who is the primary community or group your mission serves?
List 3-5 critical stakeholders (e.g., Board, Staff, Key Donors, Community Leaders).
C. Current Strategic Goal (Check one):
II. Core Organizational Pain Points (The "Why")
Identify the top 3-5 blockers keeping your organization from achieving its vision.
A. Financial Sustainability
Describe: E.g., over-reliance on a single grant, inability to forecast cash flow, funding gap between programs and overhead.
B. Impact Measurement
Describe: E.g., We measure activities (outputs) but cannot articulate our long-term change (outcomes) to funders. KPIs are non-existent or ignored.
C. Governance & Alignment
Describe: E.g., Lack of clarity between Board and Staff roles, frequent staff burnout/turnover, or key departments operating in silos.
D. Operational Scalability
Describe: E.g., Outdated technology, processes rely too heavily on one person, or infrastructure cannot support growth.
E. External/Market Position
Describe: E.g., High competition, political shifts, or community needs are evolving faster than our programs can adapt.
III. The Strategic Hypothesis (The Future State)
Based on the challenges above, describe the ideal state you aim to achieve in the next 3 years.
A. Financial Objective:
(E.g., Achieve a 3:1 funding diversification ratio; establish a 6-month operational reserve.)
B. Impact Objective:
(E.g., Show a 20% increase in measurable, sustainable client outcomes using a validated Theory of Change.)
C. Organizational Objective:
(E.g., Implement a framework that ensures 90% of staff activities directly align with the top 3 strategic pillars.)
Next Step: Turn Insight into Action
You have completed the essential pre-work. The next stage is translating this self-analysis into an actionable, measurable strategic framework.
Cynotex Strategy Partners specializes in taking Executive Directors and Board Members from confusion to clarity.
Click here to instantly book your FREE 45-minute consultation
During this session, we will:
1. Validate your critical pain points (Section II).
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