What is a Multi-year Strategic Planning Model for Nonprofits?

Strategic Planning models are considered planning tools and are often used by budget managers and executives to capture financial metrics to plan the funding of  programs and initiatives for the coming years. Some of the key functionality in this type of template is that it displays history and current year forecast as a guideline, and then provides input columns for the next eight years. In the rows, the initiatives are grouped by program. You find an example of this type of template below.

Purpose of Long Term Strategic Planning Models

Nonprofit organizations use Long Term Strategic Planning Models to have a single web-based template where the essential financial estimates for program funding can be captured. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a nonprofit can improve its strategic planning and analysis capabilities as well as reduce the chances that managers lack visbility and easy access to long term targets.

Long Term Strategic Planning Model Example

Here is an example of Multi-year Strategic Planning Form for Nonprofit Organizations.

Multi-year Strategic Planning Model for Nonprofits Example

Multi-year Strategic Planning Model for Nonprofits Example

You can find hundreds of additional examples here

Who Uses This Type of Template?

The typical users of this type of template are: Budget managers, program managers and executives.

Other Templates Often Used in Conjunction with Long Term Strategic Planning Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Long Term Strategic Planning Models, along with annual budget models, reports, dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples