PURPOSE & INSTRUCTIONS

Gathering input from the organization’s key leaders, such as board members, key staff, volunteers, partners, and others who are in a position to observe the organization will keep you updated as to how the organization is doing and help inform decisions and annual planning. This is especially helpful in times influenced by crises like COVID-19.

Ask key stakeholders such as current and past board members, key staff, and volunteers to answer the questions in part one. Have a board, committee or staff member compile the information and identify themes.


Part One: Key Stakeholder Input

Ask key staff, volunteers, current and past board members, and other partners to thoughtfully answer the following questions using the worksheet.

    • Do you consider the organization to be in a stable period? If not, what concerns you the most?
    • What do you feel are the main strengths of the organization?
    • What do you feel are the main weaknesses of the organization?
    • What opportunities do you think the organization should capitalize on in the coming year?
    • What challenges do you feel the organization will be facing in the next year?
    • What three things would you like to see the organization accomplish in the next year?
      • What resources are needed to achieve #1?
      • What resources are needed to achieve #2?
      • What resources are needed to achieve #3?
    • Is there anything you think the board should take into consideration as they plan for the coming year?

Part Two: Identify the Main Themes

Have a board, committee or staff member compile the information gathered in Part 1 and determine the main themes using the worksheet.


Part Three: Board Exercise

  • From the main themes of the compiled analysis from Part 2, rank the top two or three that you think the organization should focus on in the coming year.
  • What else needs to be taken into consideration as you plan for the next year?

FOLLOW-UP

Use the information to create an action plan for the year ahead. You can use our Action Plan Template to guide you.


You can download this exercise FREE as a PDF to distribute to your board. The exercise is from our workbook, Board Management: 10-minute exercises to get your board working.