What is an Action Plan for Non-Profits?
Learn how non-profits can use action plans in sharevision.app to keep staff, volunteers, and funders aligned. Break down goals into clear steps,...
Learn what strategic planning for non-profits means and how to put it into action. With sharevision.app, you can set goals, assign tasks, track progress, and show measurable impact while keeping your mission at the center.
Strategic planning defines where your organization wants to go and how to get there. For non-profits, charities, and community centers, it’s about translating your mission into clear goals, programs, and measurable outcomes.
With sharevision.app, strategic planning becomes practical: you can connect goals to projects, assign responsibilities, and track progress in one system.
Why It Matters
Non-profits often operate with limited staff, tight budgets, and urgent needs. Without a clear plan, it’s easy to get reactive instead of proactive.
A strategic plan in sharevision.app helps you:
- Keep your mission at the center of daily work
- Allocate staff, volunteers, and funds wisely
- Track measurable impact for your board and funders
- Communicate clear direction to your community
Core Elements of Strategic Planning
A strong strategic plan includes:
- Vision & Mission — Long-term purpose and values
- Goals & Objectives — Concrete, measurable targets
- SWOT Analysis — Strengths, weaknesses, opportunities, threats
- Action Plans — Step-by-step tasks linked to your goals
- Monitoring & Evaluation — Review, adjust, and report on progress
How Strategic Planning Works in sharevision.app
- Define vision and mission
Document why your organization exists and where it’s headed. Link your mission statement to your program folders in sharevision.app. - Set measurable goals
Example: “Provide 100 families with food assistance by year-end.” Add these goals into your project dashboard. - Assess strengths and challenges
Capture SWOT notes in sharevision.app to keep internal and external factors visible to staff and board members. - Build action plans
Break down each goal into smaller tasks. Assign responsibilities and deadlines directly in your workspace. - Track and adapt
Use sharevision.app dashboards to follow progress, adjust plans, and keep reports aligned with funder requirements.
5-Step Strategic Planning Template
|
Step |
What to Do in sharevision.app |
|
1. Define your mission and vision |
Capture this in your organization profile |
|
2. Assess your situation |
Log strengths, weaknesses, opportunities, and threats |
|
3. Choose priorities |
Identify 3–5 goals with measurable targets |
|
4. Create action plans |
Assign tasks, people, and dates inside project boards |
|
5. Review and update |
Track progress in dashboards and adjust regularly |
Example: Community Youth Program Strategic Plan
Vision: A safe, supportive after-school program serving 150 youth by next summer.
SWOT Snapshot:
- Strength: strong volunteer base
- Weakness: limited staff hours
- Opportunity: municipal grant funding
- Threat: lack of transportation for some youth
Goals:
- Secure $15,000 in funding by May
- Recruit and train 25 volunteers by June
- Launch after-school activities in September
Action Plan in sharevision.app:
- “Write grant application” — Development Lead (Due: March 15)
- “Recruit volunteers” — Volunteer Coordinator (Due: April 30)
- “Purchase supplies” — Program Manager (Due: August 1)
- “Launch program” — Program Manager (Due: September 10)
Track each step in your sharevision.app project dashboard. Update progress, manage risks, and generate outcome reports for your board.
Making Strategic Planning Work
- Keep the plan concise and practical
- Involve staff, volunteers, and board members in goal-setting
- Use sharevision.app templates to save time
- Tie goals directly into your reporting tools so outcomes flow seamlessly into funder reports
👉 With strategic planning built into sharevision.app, your organization can stay mission-focused, improve accountability, and show measurable impact — without adding more admin work.