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The first pages of the Nonprofit Strategic Plan template

Nonprofit Strategic Plan

Document template for Google Docs and Word

Make a copy in Google Docs
Type
Document
Price
Free
Pages
9 · US Letter
Style
Editorial
Difficulty
Beginner
Updated
October 30, 2026

Every page (9)

Overview

Charity strategic plans often list ten goals with no order, no baseline and no budget, then sit unread after the away day. This template keeps to four ranked aims, starts from mission and beneficiaries, shows where income comes from and where it must change, and ends with a scorecard that trustees can review every quarter.

The sample follows Kingfisher Row Works, a charity that moves young people into work. It plans for 630 job outcomes by 2030, income up 35% to £4.6M and its largest funder falling from 41% to under 30% of income. Replace the mission and facts first, cut the aims to what you can fund, then rebuild the targets.

Useful for

  • A board away day agreeing three-year priorities and what the charity will not do
  • A chief executive presenting an income diversification plan to trustees and funders
  • A school, social enterprise or community group turning a plan on a page into a funded plan

What's included

  • Cover, mission and vision page with a summary strip and a list of what the charity will not do
  • Context page with a trend chart, income mix donut and the reasons change is needed
  • Beneficiary page with survey results and two persona cards
  • Four ranked strategic aims with a review and escalation process
  • Income plan with a growth chart, 2030 mix and a key figures table
  • Measures scorecard with targets, trends and RAG status, plus a guide page

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the mission and vision with your agreed wording, and delete anything you could not defend in front of staff.

  3. 3

    Fill the context page with three sourced facts, including one uncomfortable one, then cut the aims to the number you can fund.

  4. 4

    Rewrite the income plan and scorecard with a baseline and a year-3 target for every measure, and set the review rhythm.

  5. 5

    Delete the guide page, then share the plan with your trustees or present it.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Are the charity, people and figures real?

No. Kingfisher Row Works, the people named and every figure are fictional sample content. Replace them with your own organisation's mission, facts and targets.

How many aims should a strategic plan have?

Three to five, ranked in order, each with a baseline and a target. The sample has four, and funds them in priority order so nothing important goes without resources.

Can a school or social enterprise use it?

Yes. Change the beneficiary page to pupils or customers, keep the aims, income and scorecard pages, and swap the measures for attainment, attendance or sales.

  • #strategic-plan
  • #charity-strategic-plan
  • #nonprofit
  • #three-year-plan
  • #board-pack
  • #income-diversification
  • #google-docs
  • #trustees

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