Connect need to programs
Use credible evidence to define the need and explain how each program responds to it. Avoid promising outcomes the organization cannot measure.
- Name the population served
- Describe program activities
- Select useful outcome measures
Plan people and operations
Clarify board oversight, staff responsibilities, volunteers, facilities, technology, partners and policies required for delivery.
- Assign decision rights
- Estimate operating capacity
- Document essential policies
Build a revenue model
Map realistic income sources such as grants, sponsorships, contributions, dues, program revenue or contracts. Match timing and restrictions to expenses.
- Diversify responsibly
- Track restricted funds
- Prepare cash flow scenarios