

320: From Paper to Progress: 4 Steps to Actionable Strategy (Rebecca White)
13 snips Jun 12, 2025
In this engaging conversation, nonprofit strategist Rebecca White, known for her expertise in actionable strategic planning, shares insights on transforming static plans into impactful actions. She discusses her four-step approach: auditing existing plans, defining decision filters, aligning capacities with goals, and ensuring weekly accountability. Rebecca emphasizes the importance of avoiding burnout through realistic planning and introduces tools like the capacity calendar and strategy-to-action funnel, designed to make nonprofit planning both grounded and effective.
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Plans Fail From Lack Of Realism
- Strategic plans often fail because they are too aspirational and not grounded in current realities.
- Without aligning plans to available resources, they are set to fail or gather dust unused.
Audit Plans For Clarity and Focus
- Audit your strategic plan to check if goals are specific, measurable, and serve as decision filters.
- Avoid broad goals that don't clarify success or help decide yes or no on new ideas.
Use Decision Filters To Say No
- Define decision filters in your plan to help say yes or no to ideas efficiently.
- Use your strategic plan as the objective basis to decline ideas, relieving pressure on leaders.