Strategic planning isn’t meant to be a one-and-done process. Yet, too many organizations treat their strategic plan like that — setting it once and then ignoring it for years. The reality? A strong strategy should be reviewed and adjusted regularly to ensure it still aligns with your mission, goals, and challenges.
If your plan is feeling a little stale (or worse, forgotten), it’s time to consider a strategic plan refresh. Not sure if you need one? Here are six clear signs your plan is due for an upgrade.
1. Your Goals Feel Outdated or Misaligned
Are you still chasing priorities that made sense three years ago but don’t fit today’s reality? If your organization has pivoted, expanded, or evolved, your strategic plan should reflect those changes. A strategic plan refresh ensures your focus is aligned with where you are and where you want to go.
2. You’ve Had Major Organizational Changes
New leadership, a shifting team, or a change in funding can all throw an existing plan off course. A strategy built for an organization that no longer exists in the same form is unlikely to be effective. A strategic plan refresh realigns your team with a vision that actually makes sense for today.
3. No One Is Using the Plan
Say it again for the people in the back: your strategic plan shouldn’t be a binder on a shelf. If your board, staff, or stakeholders never reference the plan when making decisions, that’s a major red flag. A strategic plan refresh creates a roadmap your team can actually use — one with clear priorities and actionable steps.
4. You’re Struggling with Funding, Engagement, or Growth…or all 3.
If you’re constantly scrambling for funding, struggling to engage donors, or feeling stuck in place, your strategy may not be serving you. A strategic plan refresh can help clarify your impact, refine messaging, and make it easier to attract the right resources.
5. You’re Missing Key Stakeholder Input
A plan created in a vacuum won’t get far. If your strategic plan doesn’t include input from key stakeholders — staff, board members, donors, or the people you serve — you’re missing valuable perspectives. A strategic plan refresh brings those voices back into the process, creating stronger buy-in and a more effective roadmap.
6. Your Plan Lacks Clear, Measurable Action Steps
A strategic plan without specific action steps is just a wishlist. Every goal should have a clear path forward, with assigned responsibilities and deadlines. If your plan is vague or difficult to implement, it’s time for a strategic plan refresh that prioritizes clarity and accountability.
Is It Time that Refresh? Let’s Talk.
If any of these signs sound familiar, your organization could benefit from a strategic plan refresh. The good news? You don’t have to tackle it alone.
📅 Let’s create a strategic plan that actually works. Schedule a call today, and let’s get started!
About mkw+co
If you don’t travel anywhere else on my website, you should know this: mkw+co is a boutique consulting firm specializing in strategic planning, executive coaching, marketing, and custom solutions for non-profits and small businesses.
