Nonprofit / Free editable template

Charity strategic plan on a page template

A strategic plan on a page gives staff, volunteers and trustees one picture of where the charity is going. This example draws a three-year strategy as a house: the vision as the roof, the mission as the beam, four strategic goals as pillars with their priorities and a measure for each, values as the foundation and people, money and digital as the enablers underneath. Progress bars show how far each measure has come.

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Charity strategic plan on a page example showing vision, mission and four goal pillars, priorities and a progress bar for each goal, values and enablers as the foundation
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Write the vision and mission

    Keep the vision to one sentence about the world you want, and the mission to one sentence about what you do.

  2. Choose three to five goals

    Give each goal a pillar with no more than three priorities and one measure you can report every quarter.

  3. Add the foundations

    Name the values that guide decisions and the enablers, such as people, money and systems, that hold the goals up.

Questions about this template

Can I have three or five goals instead of four?

Yes. Delete or duplicate a goal column and spread the rest across the page, keeping the priorities and a measure in each one.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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