Sustainable Growth Strategy Workbook
A 60-page workbook for mapping the next three years of sustainable growth.
What this guide is — and isn't.
A long-horizon planning workbook for charities and social enterprises that want to grow without burning out their team, their reserves, or their mission.
- Charity CEOs planning the next three years
- Boards weighing a major growth or scale decision
- Social enterprises diversifying income beyond grants
- Leadership teams designing a quarterly planning rhythm
Every section, in order.
- 01Eight-dimension organisational health assessment
- 02Three modes of growth — depth, reach, scope
- 03Income and funding diversification frameworks
- 04Strategic partnership mapping and governance for growth
- 05Leadership, community engagement and resilience pillars
- 06Strategic, annual and quarterly planning templates
- 07Goal tracking, progress reviews and reflection exercises
- 08A twelve-week action plan to put the strategy into practice
What you will walk away with.
- A baseline of organisational health you can return to annually
- A growth decision made deliberately, with eyes open to the trade-offs
- A diversified income mix that reduces single-funder risk
- A planning rhythm — annual, quarterly, weekly — that holds the strategy
A glimpse of the design and detail.
Questions, answered.
Is "growth" the right word for charities?+
We use it carefully. The workbook recognises depth, reach and scope as three different kinds of growth — and helps you choose deliberately.
Do we need a strategy already in place?+
No. Chapter 11 walks you through writing a one-page strategy from scratch, and the rest of the workbook builds on it.
Can we use it without external support?+
Yes. It is designed to be used independently by senior teams. Many also use it as a structured agenda for a facilitated away-day.
How often should we revisit it?+
Annually for the assessment and planning sections. Quarterly for the progress reviews and reflection exercises.
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