Stage 2: Builder

I have a Board in place and we are working together to define the nonprofit and become the nonprofit we envision. This stage begins defining and building the nonprofit.


Milestone #1: Create a Strategic Plan

  • Action Item #1
    • Download the Strategic Plan Template and fill out what you can immediately.
  • Action Item #2
    • Download and fill out the Gap Spreadsheet. This is the bulk of your plan.
  • Action Item #3
    • Write the plan.

Milestone #2: Create a Tactical Plan and Budget

  • Action Item #1
    • Download the Tactical Plan template.
  • Action Item #2
    • Use your Strategic Plan to fill out your Tactical Plan and budget.
  • Action Item #3
    • Write the Plan

Milestone #3: Create a Signature Program

  • Action Item #1
    • Download the Signature Program Worksheet and fill it out.
  • Action Item #2
    • Download the Signature Program template.
  • Action Item #3
    • Write out your program in the Signature Program template.

Milestone #3: Expand Your Board

  • Action Item #1
    • Create a Vetting Process and a Governing/Nominations Committee.
  • Action Item #2
    • Create a Running List of Prospects.
  • Action Item #3
    • Have the Governing/Nominations Committee begin following the process.


Related Lessons

Major Donors and the New Nonprofit

Nonprofit organizations rely on major donors to help them achieve their goals. These donors are often individuals or organizations who are willing to give a large amount of money to a particular cause. While there are a variety of reasons why someone might donate to a nonprofit, the main reasons are to help others and to make a difference.

General Operating and Program Budgets

A budget is a tool used in financial planning that allows the organization to predict its income and expenses. It is one of the cornerstones of financial stability and a key component to sound financial management. In this lesson, we talk about the two budgets needed- General Operating and Program. The lesson includes a Video explanation of budgets, Implementation Guide, General Operating Budget template, and Program template.

Weekly Fundraising Routines to Add in The New Year

Fundraising routines are things we do every day, week, month, quarter, or year that helps us with our fundraising goals. Most fundraising activities are cumulative, meaning they build on each other. Doing little things will slowly build to larger things. This lesson gives a checklist of 9 things you can start doing today to help boost your fundraising efforts. The lesson includes a Video explanation and  Implementation Guide.

Create Your Grant Ready Signature Program

A signature program is the program or service the community knows you by. Being grant-ready is the process where an organization assesses, plans for, and executes its plan to research/find, apply for, win, and manage a grant successfully. Combine the two and you get a powerful way to fulfill your mission and get funding. Included in the lesson: a video on the topic, Implementation Guide, and Grant Ready Program Template.