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Planning & Operations

The process of organizational planning is a critical process that defines the overall direction, activities and strategies to be employed to fulfill missions and tie planned activities to the annual budgeting process and a sustainable future. Planning should include input from constituents and all stakeholders and should be intentional and ongoing to position organizations to achieve their outcomes. The operational plan should be developed annually by the staff, based on the board-approved strategic plan, and used as a management tool for tracking and evaluating activities and outcomes. At every level of planning, nonprofits and philanthropies should affirm and value diversity, racial equity, and inclusion. Nonprofits and philanthropies are obligated to understand their role as entities that engage and inspire individuals and communities for public benefit, and to conduct their activities with transparency, integrity, and accountability.

Checklist Start a Nonprofit Chart

A Guide to Nonprofit Disaster Preparedness

Text or Phone Tree Template

Nonprofit Hub Mission Statement Workbook

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CHECKLIST: THINGS TO BE DONE WHEN STARTING A 501(C)(3) NONPROFIT ORGANIZATION