Strategic Plan
Model Performance Report for Charitable Organizations
Insert Your Organization's Name Here (Insert Your Organization's Acronym Here)
If you'd like, you may briefly describe your organization here.Plan period: from 01/01/2017 to 31/12/2017
In support of Charity Navigator's 3.0 initiative, focusing on results, this is a template charities can use to render their missions, visions, values, goals, objectives, stakeholders, and performance indicators in open, standard, machine-readable Strategy Markup Language (StratML) format. You can edit this template to replace its content with the text (and numbers) for your own report using StrategicLearningApp by:
- Login or register on the app at https://www.StrategicLearningApp.com.
- Click on the "Project" pulldown near the top right of the screen, and select "All Projects".
- On the screen that follows, click on the "gear" icon near the top right and select "Create from StratML".
- On the following screen, enter the URL for this template - in this case:
https://www.strategiclearningapp.com/Report/StratML/c8363c24-a33d-4aab-9bf5-8e0307500bee?StratMLPart=Part2&IncludeStylesheet=true
all on one line. - Once the import is complete, you can click on and edit each of the elements from the template.
- When you're plan is ready you can publish it by select "Edit this Project" and then ticking "Make StratML public".
If you require further assistance, please feel free to contact Chris at http://www.chriscfox.com/Home/Contact .
In your report, a brief description of the report can be provided in this field.
Plan submitted by:
First and last name of the submitter of the report
The URL where your report will be published on your website should be included in the Source of Plan field. The start, end, and publication dates of your report should be designated in the date fields. If you'd like to provide additional general information about your report that is not accommodated in other, more explicit elements below, it can be provided here.
Analysis
Competitive Environment
Competitors
Insert Your Organization's Name Here (Insert Your Organization's Acronym Here)
Direction
Vision
The organization's vision statement may be included here. Ideally, vision statements should be brief (e.g., a single sentence or phrase) and inspirational. However, it is up to your stakeholders themselves to determine the quality and value of your vision.Mission
Your mission statement should briefly describe the basic, overall purpose of your organization. Again, however, it is your own stakeholders who will decide the quality and value of your mission, in relation to their own values.Values
[To be named]
Values are basic principles that are important and define the character of the organization, against which its performance can be evaluated. As many of them as appropriate may be named and described, but it may be appropriate to designate three to five of them that may distinguish the organization from others.
GAAP Compliance
Generally Accepted Accounting Principles (GAAP)
Scorecard
| Perspective | Goals | Objectives | Performance Indicators | Commentary | ||
|---|---|---|---|---|---|---|
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Goal
[To be named]
|
Objective
[To be named]
|
KPI
unnamed performance indicator
|
0 |
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The actual result can be described here. If it is quantitative, the number should be included in the Number of Units element immediately below. The dates the measurement period actually began and ended should be indicated in the Start Date and End Date fields below. | |
|
Goal
GAAP Compliance
|
Objective
Prior Year Compliance
|
KPI
Net Assets with Donor Restrictions
|
500 USD (000's) to 31/12/2016 |
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Annual Allocation (1x) | |
|
KPI
Net Assets without Donor Restrictions
|
500 USD (000's) to 31/12/2016 |
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Annual Allocation (1x) | |||
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KPI
Total Net Assets
|
1,000 USD (000's) to 31/12/2016 |
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Annual Allocation (1x) | |||
Goals
[To be named]
Goal Statement: Goals are results to be achieved over more than a single budgetary allocation and performance reporting period. As many of them as appropriate may be named and described, and the Sequence Indicator element can be used to indicate their serial order. The Identifier element will be automatically populated with a globally unique identifier (GUID) unless the organization has its own system of identifiers for its goals and objectives.
This element can be used to provide addition information about the goal if desired.Objectives:
- [To be named]
GAAP Compliance
Goal Statement: Goals are results to be achieved over more than a single budgetary allocation and performance reporting period. Source : Financial Accounting Standards Board (FASB)
See Also Accounting Standards Update No. 2016-14Objectives:
- Prior Year Compliance