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Pre-Strategy Assessment Survey

About This Tool

A Pre-Strategy Assessment Survey is a diagnostic tool used before developing a new organizational strategy. It helps gather baseline information and insights from key stakeholders to inform the strategic planning process.

Description

A Pre-Strategy Assessment Survey is a diagnostic tool used before developing a new organizational strategy. It helps gather baseline information and insights from key stakeholders to inform the strategic planning process.

Mission & Impact Assessment

Question: How effectively are we fulfilling our mission?

Type of anwser:Scale
  • 1
  • 2
  • 3
  • 4
  • 5

Question: Please explain your rating:

Type of anwser:Open text

Question: Which of our current activities have the greatest positive impact on our mission?

Type of anwser:Open text

Question: Which activities should we consider stopping or changing?

Type of anwser:Open text

SWOT Analysis

Question: What are our organization's greatest STRENGTHS?

Type of anwser:Open text

Question: What are our key WEAKNESSES?

Type of anwser:Open text

Question: What OPPORTUNITIES should we pursue?

Type of anwser:Open text

Question: What THREATS should we prepare for?

Type of anwser:Open text

Resource Assessment

Question: Which resource gaps most urgently need addressing? Select the top THREE.

Type of anwser:Select
  • Financial resources
  • Staff capacity
  • Technology/systems
  • Facilities/equipment
  • Partnerships/networks
  • Leadership capacity
  • Technical expertise
  • Operational efficiency

Question: Explain impact

Type of anwser:Open text

Stakeholder Needs

Question: Select the stakeholder groups where we have the strongest relationships:

Type of anwser:Select
  • Beneficiaries/clients
  • Staff
  • Board
  • Funders/donors
  • Partners
  • Community

Question: What makes these relationships particularly effective?

Type of anwser:Open text

Question: Select the stakeholder groups where relationships need the most improvement:

Type of anwser:Select
  • Beneficiaries/clients
  • Staff
  • Board
  • Funders/donors
  • Partners
  • Community

Question: What specific improvements are needed?

Type of anwser:Open text

Strategic Priorities

Question: Which areas should be our top strategic priorities? Select up to 5

Type of anwser:Select
  • Expanding impact
  • Improving program quality
  • Building financial sustainability
  • Strengthening operations
  • Developing partnerships
  • Building staff capacity
  • Improving systems/technology
  • Enhancing communications
  • Geographic expansion
  • New program development
  • Advocacy/policy change
  • Research/knowledge building
  • Other [specify]

Question: For your top 3 priorities, what specific changes would you like to see?

Type of anwser:Open text

Innovation and Adaptation

Question: What should we do differently to increase our impact?

Type of anwser:Open text

Question: What successful approaches from other organizations should we consider adopting?

Type of anwser:Open text

Question: How could we better adapt to changes in our operating environment?

Type of anwser:Open text

Additional Insights

Question: What else should we consider in our strategic planning?

Type of anwser:Open text