Resource library · Leadership and Organization
How to create a 12-month organization plan
A year roadmap your board can fund - the same standard CMI Field School leaves behind.
Preview below · Full guide for CMI members
Organizations without a 12-month plan live in reaction mode. Elections, fundraisers, and crises arrive as surprises even when the calendar was public.
A real plan sets quarterly priorities for membership, money, message, and mobilization - then assigns owners.
The full guide includes a planning worksheet, quarterly themes, and how to keep the plan alive after the retreat enthusiasm fades.
Members only
Unlock the full guide
This preview is free. The complete guide - checklists, scripts, templates, and board-ready scorecards - is included with CMI Membership.
The full guide covers
- 12-month planning worksheet
- Quarterly priority framework
- Owner and budget assignment
- Monthly review that keeps the plan alive
← All resources · More in Leadership and Organization