DIY Strategy Improvements: 10 Activities for Community Foundations

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We’ve put together a set of activities that The Giving Practice has used with all kinds of community and private foundations. Our clients have used these activities to support an ongoing strategy practice, versus a discrete strategic planning process. Some activities we created with our clients. Others we’ve adapted from the field.

You can customize each for use during routine meetings or even informal conversations as well as designated learning opportunities like retreats and strategy reviews. Most of what you’ll find here is for everyday use, when there is no consultant and not a lot of time for preparation or write-ups.

That doesn’t mean there is no work involved! But because your organization is already living its strategy, your staff, board and other stakeholders already know a lot more than has been expressed about its goals and objectives and how it’s doing in relationship to them—without a single retreat, report or slide deck. Imagine what you’ll find when you start talking!

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Content Partner: Philanthropy Northwest

Content Partner Website

What are the main takeaways or key points from this resource?:

This guide aims to guide a strategic process that emerges in a more organic, inclusive way.

Publication/Event Date:

November 2015

Is your resource available to the public or only your members?:




Organization Learning and Evaluation 
Strategy and Evaluation

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