Strategy in a Box for Not-for-Profits

WELCOME TO STRATEGY IN A BOX.

This is the same strategic planning methodology IntraWork uses with funded clients across the

not-for-profit, community, and government-facing sectors. We have packaged the full workflow

— the prompts, the templates, and the guidance — into a self-serve product so that

organisations of any size can build a strategic plan that holds up to board, funder, and

stakeholder scrutiny.

You do not need to be a strategist to use this. You do need to commit the time, gather the

evidence, and follow the process. The structure is here. The thinking is yours.

WHAT YOU WILL PRODUCE.

By the end of the eight-prompt workflow, you will have:

A board-ready strategic plan, presented as a 20–25 slide PowerPoint document, ready for board

approval and publication on your organisation's website. The template is included with this product.

A complete Outcomes and Indicators Framework, structured as a working spreadsheet that becomes your live monitoring tool throughout the life of the plan. This template is also included.

A Working Document — your scratch file containing every detailed AI output from the workflow. The full template is included with this product. It becomes Appendix 2 of the final strategic plan and the evidence trail you refer back to during implementation.

The strategic plan you produce is impact-led and outcomes-measured. It is the same architecture used in funded grant applications, board approvals, and government-facing strategic work across the not-for-profit and community sector. It is not a generic strategic plan template. It is a specific type of strategic plan, and the next page explains why that matters.

The product is yours to use indefinitely. You can run the workflow once for your current strategic plan, or come back and run it again at the end of your strategic plan cycle to build the next one. Many organisations run a refreshed version every three to five years.