{
 "schema": "aiblocks-page/1",
 "id": "nonprofit-strategy-cycle-planner",
 "type": "skill",
 "name": "Nonprofit strategy planner",
 "summary": "Turn program and funding evidence into a few priorities, owners and a board plan.",
 "headline": "Nonprofit strategy planner",
 "subhead": "Bring mission goals, program results, funding trends and stakeholder input. Set a focused planning cycle and draft priorities, owners, resource needs and a board plan.",
 "job": {
  "id": "plan-strategy",
  "name": "Plan your strategy"
 },
 "level": "intermediate",
 "thinking": "medium",
 "tested": true,
 "updated": "2026-10-28",
 "first_published": "2026-10-25",
 "inputs": [
  {
   "type": "question",
   "required": true,
   "label": "Question",
   "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like"
  },
  {
   "type": "document",
   "required": true,
   "label": "Document",
   "what": "a finished document, such as a Word file, a PDF or a page of notes"
  },
  {
   "type": "dataset",
   "required": true,
   "label": "Dataset",
   "what": "data files to process or analyse, such as a CSV or JSON export, logs, lab or sensor files, with their format and where they came from"
  },
  {
   "type": "financial_statements",
   "required": false,
   "label": "Financial statements",
   "what": "a company's income statement, balance sheet and cash flow statement, with notes, for one or more periods"
  },
  {
   "type": "plan",
   "required": false,
   "label": "Plan",
   "what": "a dated plan: what to do, in what order, with a decision rule for each step"
  }
 ],
 "outputs": [
  {
   "type": "plan",
   "required": true,
   "label": "Plan",
   "what": "a dated plan: what to do, in what order, with a decision rule for each step"
  },
  {
   "type": "document",
   "required": true,
   "label": "Document",
   "what": "a finished document, such as a Word file, a PDF or a page of notes"
  }
 ],
 "you_give": [
  "Planning horizon, decision owners and available process capacity",
  "Program and funding trends, stakeholder evidence and prior strategy"
 ],
 "you_get": [
  "Five-phase planning calendar and retreat structure",
  "Draft priority framework, resource implications and a one-page plan"
 ],
 "use_when": [
  "Your current strategic plan is about to run out.",
  "You have a new executive director and need to reset direction.",
  "Your board wants a retreat to set priorities.",
  "Your board has too many priorities and wants a short list."
 ],
 "skip_when": [
  "You need a logic model or theory of change for one program: use the Nonprofit program design skill.",
  "You want weekly habits to run the plan, like scorecards and team meetings: use the Nonprofit EOS traction skill.",
  "You want to test a new revenue stream, like earned income: use the Nonprofit revenue diversification skill."
 ],
 "output_sample": {
  "input": [
   "Your planning horizon, who owns decisions and how much time and staff you can give the process",
   "Your last strategic plan, if you have one (optional)",
   "Three to five years of revenue and program results",
   "Names of board, staff, funders, partners and participants to ask for input",
   "Your board meeting calendar"
  ],
  "output": [
   {
    "name": "Planning calendar",
    "contains": "A five-phase timeline from scoping to board adoption, with the scan limited to a set number of weeks."
   },
   {
    "name": "Environmental scan",
    "contains": "A SWOT, a PEST scan, stakeholder questions and a review of money and program trends."
   },
   {
    "name": "Priority-setting retreat agenda",
    "contains": "A session plan that clusters findings, narrows to 3 to 5 priorities and names what you will stop doing."
   },
   {
    "name": "Strategic plan draft",
    "contains": "Mission, process summary, and each priority with its rationale, goal, yearly objectives, metrics and owner."
   },
   {
    "name": "Resource implications",
    "contains": "A flag on hires, systems or fundraising the plan needs, to hand to budget planning."
   },
   {
    "name": "Plan on a page",
    "contains": "A one-page summary of the priorities for sharing with all staff."
   },
   {
    "name": "Adoption and review plan",
    "contains": "Board vote steps, staff rollout, a quarterly check-in and a yearly refresh."
   }
  ]
 },
 "how_to_use": [
  "Open your AI tool and paste the skill instructions, or add the skill folder if your tool takes files.",
  "Gather your last plan, 3 to 5 years of revenue and program data, survey contacts and board calendar.",
  "Paste in your planning horizon, who decides and how much time your team has.",
  "Ask for the planning calendar and scan first. Check them, then move on to the retreat agenda and plan draft.",
  "Fix anything marked missing. Your AI should not invent facts about your group.",
  "Have your board and senior staff review the draft before it goes to a vote."
 ],
 "checks": [],
 "next": [
  {
   "name": "Marketing strategy reviewer",
   "url": "https://useaiblocks.com/skills/marketing-plan-law-checker",
   "why": "Plan your strategy"
  },
  {
   "name": "Long-term strategy impact reviewer",
   "url": "https://useaiblocks.com/skills/long-run-effects-checker",
   "why": "Plan your strategy"
  },
  {
   "name": "Nonprofit program outcome planner",
   "url": "https://useaiblocks.com/skills/nonprofit-program-outcome-planner",
   "why": "Plan your strategy"
  },
  {
   "name": "Nonprofit executive board report writer",
   "url": "https://useaiblocks.com/skills/nonprofit-executive-board-report-writer",
   "why": "Lead the team"
  }
 ],
 "source": {
  "by": "sector-skills",
  "repo": "sector-skills/nonprofit-skills",
  "url": "https://github.com/sector-skills/nonprofit-skills/tree/7d8a2ca9d471fc975d0e9ccd02fcdd66520fd1c8/nonprofit-skills-library/skills/strategy-growth/nonprofit-strategic-planning",
  "licence": "MIT",
  "original_name": "nonprofit-strategic-planning",
  "commit": "7d8a2ca9d471fc975d0e9ccd02fcdd66520fd1c8"
 },
 "credits": [
  {
   "title": "nonprofit-strategic-planning skill",
   "by": "sector-skills",
   "url": "https://github.com/sector-skills/nonprofit-skills/tree/7d8a2ca9d471fc975d0e9ccd02fcdd66520fd1c8/nonprofit-skills-library/skills/strategy-growth/nonprofit-strategic-planning",
   "used": "Original instructions and supporting files, with attribution and the MIT licence. Display copy describes the task."
  },
  {
   "title": "AI Blocks catalogue guidance",
   "by": "AI Blocks",
   "url": "https://useaiblocks.com",
   "used": "We added Before you start and After this sections that link to other AI Blocks steps. We refreshed those generated sections from the catalogue inputs and next-step links."
  }
 ],
 "files": [
  "LICENSE"
 ],
 "links": {
  "page": "https://useaiblocks.com/skills/nonprofit-strategy-cycle-planner",
  "markdown": "https://useaiblocks.com/skills/nonprofit-strategy-cycle-planner.md",
  "json": "https://useaiblocks.com/skills/nonprofit-strategy-cycle-planner.json",
  "instructions": "https://useaiblocks.com/skills/nonprofit-strategy-cycle-planner/SKILL.md",
  "download": "https://useaiblocks.com/skills/nonprofit-strategy-cycle-planner.zip",
  "api_item": "https://useaiblocks.com/api/v1/items/nonprofit-strategy-cycle-planner",
  "api_document": "https://useaiblocks.com/api/v1/documents/skill/nonprofit-strategy-cycle-planner",
  "mcp": "https://useaiblocks.com/mcp"
 }
}