Module 03 · Strategic Planning

Strategic Priorities

Choose the few things that actually move the mission.

What this module does

Most plans fail because they try to do everything. Module 03 forces the cuts, naming the three to five priorities that will define the next chapter.

Watch first
Why business can be good at solving social problems
Michael Porter

A frame for choosing where your org's strategy creates the most leverage.

Worked example
HEAL NH, Strategic Plan 2011, 2014, Direction for the Future.
Five priorities: (1) Expand the network of community coalitions, with special effort in communities with the largest health disparities. (2) Build convergence among multi-field partners (schools, land use, transportation, food systems). (3) Focus HEAL messaging on policy and environmental change. (4) Focus on work doable with existing revenues while building a long-term sustainability plan. (5) Use evaluation results to make informed decisions.

What to copy: HEAL cut to exactly five priorities and named where each one bites (which sectors, which communities, which resources). Notice priority 4, an explicit choice to live within current revenue. Naming the no is as important as naming the yes.

Read the full HEAL NH plan (PDF) →
The beats
  1. 01

    Inventory the options

    Surface every strategic bet on the table, staff, board, funder asks.

    Open beat
  2. 02

    Score against the scan

    Rate each option against the environmental scan and mission fit.

    Open beat
  3. 03

    Cut the list

    Force the list down to no more than five priorities.

    Open beat
  4. 04

    Write the rationale

    For each priority, write the funder-facing case in plain language.

    Open beat
  5. 05

    Name the no's

    Publish what you're choosing not to do, so the org stops chasing it.

    Open beat