Step 0, before Module 01
Intake.
This is where your original information lives. Every beat in the course pulls from these answers, and by Module 06 the workbook has rewritten them into your Strategic Plan. Save it once, edit any time.
Strategic Planning Intake
Strategic Planning Intake, saved 10/17/2026
Organization at a glance
The baseline facts your plan will be measured against.
As it appears on your 990.
Nine digits, no dashes needed.
e.g. July 1, June 30.
e.g. FY26, FY28, a three-year plan.
Neighborhoods, cities, counties, or regions.
People on the plan
Who owns this work, and who has to approve it.
Name and email.
Name and email.
Whoever is driving this course internally.
Board and staff names, one per line.
Money on the table
The financial reality your plan has to work inside.
Total expenses, current fiscal year.
Approximate percentages: grants, individual, earned, government, other.
Cash on hand divided by monthly expenses.
Funder name, amount, restricted or unrestricted.
What you do today
The current-state snapshot. Module 01 will rewrite the language; this is the raw input.
Copy and paste exactly as it appears on your website.
Leave blank if you do not have one.
One per line.
Name, who it serves, annual budget, primary outcome.
Unduplicated count plus the unit (clients, families, students, etc.).
Why now
Plans without pressure get shelved. Name the pressure.
New ED, expiring plan, funder demand, board ask, crisis, opportunity.
Real date.
Things this plan cannot touch or must include. One per line.