Resource: Strategic Direction Setting Checklist

RESOURCE

Strategic Direction Setting Checklist: See where your organization is strong and where you need support

You’re making decisions, responding to change, and trying to move forward, but it’s not always clear if everything is aligned.

Priorities shift and new pressures emerge. Plans get outdated quickly, or sit on a shelf while the real work moves in a different direction.

Strategic direction setting offers a different approach. Instead of locking into a fixed plan, it helps you stay oriented, so you can move with intention, even as conditions change.

Strategic Direction Setting Checklist helps you step back and assess where you are. Use it to:

  • Reflect on whether your purpose and values are guiding your work
  • Explore how prepared you are for multiple possible futures
  • Consider how flexible and collaborative your strategy is
  • Examine how equity and power show up in your approach
  • Assess your organization’s resilience in the face of change

This checklist is a starting place – a way to notice patterns and take stock of where you are. It’s not a shortcut to equity or transformation. That work requires relationships, context, lived experience, and ongoing conversation.

Download the guide to reflect on where you are and where you may need to strengthen your approach.


Used by facilitators, nonprofit leaders, and networks
to sense where they are, what’s needed, and how to move next.


Related Reading

An abstract digital illustration of a black road with yellow dashed lines that curves upward and transforms into the nib of a fountain pen. The pen appears to write or carve through a cloudy, deep blue sky, creating a lighter blue pathway through it.

Strategic Planning in 2025: Five Ways to Navigate Chaos with Clarity

By Amy Casso and Miriam Messinger

July 22, 2025

Alt text: Illustration of a person lying on their back in a field at night, gazing up at the stars. The sky glows with shades of blue and pink, and a shooting star arcs above.

Clarify Your North Star: A Practice for Strategic Direction

By Amy Casso and Miriam Messinger

October 20, 2025

Want deeper support?

These tools are a starting place. Sometimes a download isn’t enough and that’s okay.

We offer customized facilitation, consulting, and training for organizations or networks ready to go deeper.