Examples of what it might look like:
1
Discovery and strategic positioning: This might include a review of your current performance, assets, and opportunities. Examining your long-terms goals, building a roadmap that is conscious of the context in which you operate. Refining your messaging for funders. Fundraising strategy is almost always downstream of this sort of discovery work.
2
Relationship strategy: Who’s on your side, and who’s in your space? Who might be interested in joining your coalition, and what would it take to entice them? We’ll want to identify the right people and institutions, then create an outreach and cultivation plan. After that, we’ll line up some early validation conversations.
3
Impact metrics and milestone design: Develop a short-term impact and outcomes framework, if you don’t already have one. Keep it simple. Have one goal. Measure the things that bring you closer to that goal. Set milestones that give us plenty of time to learn and pivot, based on where we’re landing. Assume that your first hypothesis isn’t perfect yet.
4
Launch planning and messaging: What would a pilot look like to launch a pilot that is *just* big enough to validate or dispel the assumptions that we’re making about this opportunity? How can we maximize learning while minimizing risk to the organization, and — this is the most important part — providing real value to the people who’ve invested their time in it?
5
Future visioning: Develop a multi-year roadmap, if possible, communicating to stakeholders a pathway to sustainability and outcomes. If it’s not yet possible to write a coherent, credible multi-year strategy, communiticate a more protracted exploratory process, outlining the work we have yet to perform to validate the model.