The Tools
Gathering Needed Internal and External Information

If our objective is:

  • Strategic Planning
  • Development
    • Funds
    • Staff
    • Board
    • Program
    • Volunteers
  • Marketing/Communications
  • Facilities Management

The appropriate first step is a review of what we know and what we need to know inorder to make informed decisions.

We can gather information as follows: 

  • Internal Information
    • Staff interviews
    • Board interviews
    • Financial data
    • Customer/Consumer/Client "counts" by appropriate demographics
    • Annecdotal Information
  • External Information
    • Focus Groups, In-depth Interviews and Surveys
      • "Target Market" : current and "not-yet" customers/consumers/clients
      • Funders
      • Suppliers
      • Regulatory agencies
      • Local community leadership - elected and "un-official" community leaders

Assembling the information into a cogent form that will enable us to understand the: Strengths, Weaknesses, Opportunities and Threats which provide us with the basis for planning ahead.