A practical, ready-to-use strategic planning package designed to help nonprofit healthcare organizations move from analysis to board-approved action.

This package includes three coordinated documents that support the full strategic planning lifecycle, from internal assessment and priority setting to board presentation and approval. It is suitable for organizations conducting strategic planning internally or preparing materials for facilitated sessions. What’s Included?

Strategic Planning Workbook (Word)

• Step-by-step guidance for conducting a strategic planning process

• Structured worksheets for environmental scans, SWOT analysis, strategic priorities, goals, and action planning

• Healthcare-specific prompts and metric examples for FQHCs, hospitals, behavioral health organizations, and clinics

• Designed to be completed by planning teams over multiple sessions

  
  

Excel Companion Workbook

• Fillable tables for data collection, goal tracking, and action planning

• Supports accountability, timelines, and progress monitoring

• Useful for ongoing implementation after plan approval

  
  

Board Presentation Template (PowerPoint)

• Board-ready slide deck outlining the full strategic plan

• Covers environmental scan findings, mission and SWOT review, strategic priorities, goals, implementation approach, and approval motion

• Structured for a 75–90 minute board discussion and vote4

  
  

Best For

• Nonprofit healthcare organizations preparing a 3–5 year strategic plan

• Executive teams and program directors leading internal planning efforts

• Boards seeking clear, structured materials for review and approval

Format: Digital download (Word, Excel, PowerPoint)

Focus: Practical planning, board alignment, and implementation readiness