Resources for You

Our favorite and most effective planning exercises, tools and templates are here and available to you as PDFs. Just click on the drop down box above to go to the resources in each category. Feel free to download and use any one or collect them all. 

We ask only that you give credit as: Reprinted with Permission
© 2012 Center for Strategic Planning and cite our website www.centerforstrategicplanning.org as your source.

Here is a current list of what you will find in each category.

Strategic Planning Resources

SP Tool #2           Core Values Exercise
SP Tool #3           Goal Setting Worksheet
SP Tool #4           Initiative Drafting Template
SP Tool #5           Implementation Grid
SP Tool #6           Strategy Crafting Worksheet
SP Tool #7           Strategic Planning Assessment Tool
SP Tool #8           Visioning Exercise

Nonprofit Marketing Planning Resources

NPM Tool #1      4 Must-Know Growth Strategies Applied
NPM Tool #2      Defining Brand
NPM Tool #3      Identifying Core Competencies
NPM Tool #4      10 Best Marketing Practices for Independent Schools
NPM Tool #5      Building Your School Marketing System
NPM Tool #6      Leveraging Your Assets: Modified SWOT Analysis

Leadership Transition Planning and Board Development Resources

LTP Tool #1         Inventory of Features Worth Preserving
LTP Tool #2         Top Threes Transition Worksheet
LTP Tool #3         SWOT Transition Worksheet
LTP Tool #4         Chief Executive Goal Setting
LTP Tool #5         Strategic Thinking about Leadership Transitions
LTP Tool #6         Leadership Transition Goal Setting

Planning Exercises

PE Tool #1           Appreciative Inquiry
PE Tool #2           Decision-Making Methods
PE Tool #3           Open Space Technology
PE Tool #4           Reconstitution Exercise
PE Tool #5           Sample Ground Rules
PE Tool #6           Strategic Thinking Session Format

Check back often for updates.