Sarah - Planning for Big Picture Success

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This week Sarah is flying solo as she brings you some in-depth strategic planning processes and tools. She discusses her methods for creating goals for Technopath and tracking our progress towards them as well as how she used to do this for several small nonprofits before she transitioned into her Salesforce consulting career.

Often times it’s easier to help other people or organizations get their goals and measurements in order than it is for your own organization or life. In this episode Sarah commits to planning out Technopath’s goals and benchmark measurements strategically, the same way she helps her nonprofit clients. Come along for the journey and get your organization squared away too!

Below you'll find all the links she mentioned in the show:

V2Mom links:
https://www.salesforce.com/blog/how-to-create-alignment-within-your-company/

https://trailhead.salesforce.com/content/learn/modules/innovation_project_definition?trailmix_creator_id=rturtle&trailmix_slug=v-2-mom-innovation


Visioning Exercise links:
PDF: https://drive.google.com/file/d/14BJKh8dgtHlfBramoVYXC5gv17lxRIGJ/view?usp=sharing
Online Form: https://form.jotform.com/210025289842050
Extended 3 step plan free packet including cultivation and marketing mapping:
https://technopath.podia.com/fundraisingplan

Word doc of marketing task calendar: https://docs.google.com/document/d/1APCLoB30EtftZySBVnoTu8fsyBMe4Sgd/edit?usp=sharing&ouid=100113876094977149787&rtpof=true&sd=true

Project management tools articles:
https://www.causevox.com/blog/free-project-management-tools-nonprofits/