Download ebooks file (Ebook) Strategic FUEL for Nonprofits; How to Create a Strategy That Is Focused, Understandable, Embedded, and Living; First Edition by Charles Moore ISBN 9781003499619, 1003499619 all chapters
Download ebooks file (Ebook) Strategic FUEL for Nonprofits; How to Create a Strategy That Is Focused, Understandable, Embedded, and Living; First Edition by Charles Moore ISBN 9781003499619, 1003499619 all chapters
ebooknice.com
ebooknice.com
https://ebooknice.com/product/sat-ii-success-
math-1c-and-2c-2002-peterson-s-sat-ii-success-1722018
ebooknice.com
ebooknice.com
(Ebook) Master SAT II Math 1c and 2c 4th ed (Arco Master
the SAT Subject Test: Math Levels 1 & 2) by Arco ISBN
9780768923049, 0768923042
https://ebooknice.com/product/master-sat-ii-math-1c-and-2c-4th-ed-
arco-master-the-sat-subject-test-math-levels-1-2-2326094
ebooknice.com
https://ebooknice.com/product/piano-adventures-performance-3b-52393612
ebooknice.com
ebooknice.com
ebooknice.com
Strategic FUEL for Nonprofits How to Create a Strategy
That Is Focused Understandable Embedded and Living
First Edition Charles Moore Digital Instant Download
Author(s): Charles Moore
ISBN(s): 9781003499619, 1003499619
File Details: PDF, 4.15 MB
Year: 2024
Language: english
Strategic FUEL for Nonprofits
Most nonprofits approach strategic planning in ways that take too much time
and effort, focus on the wrong issues, and set up the plan to be something that
gathers dust on a shelf rather than being implemented. If you want a different
approach, this is the book for you.
This book shows nonprofit leaders and organizations how to conduct stra
tegic planning processes that deliver both a great strategy and an organization
that can drive strategic change and continually refresh its strategy. It introduces
a new framework—Strategic FUEL—and shows leaders how to map their
organization’s strategic situation to a planning approach that addresses the
most important opportunities and challenges, without wasting time and effort.
It also shows the actions leaders can take during strategic planning to increase
the odds of successful strategy implementation. The core content of this book
was developed while working with nonprofit leaders on strategic planning, so it
converts the best research and ideas to practice and step-by-step guidance.
This book will be a valuable resource for nonprofit CEOs and their teams,
foundations looking to support their nonprofit grantees, and students in non
profit management courses and programs. While the book is focused on the
nonprofit world, the lessons are also applicable to any leader trying to drive
strategy effectively.
Charles Moore is the CEO of Thrive Street Advisors and a trusted advisor and
strategy consultant to nonprofit and for-profit leaders. He is an adjunct faculty
member at the Georgetown Center for Public & Nonprofit Leadership and has
served on the boards Father’s Uplift, EdFuel, SchoolTalk, and Monument
Academy. Charles holds a bachelor’s degree in Economics from Harvard and
an MBA and master’s degree in Education from Stanford.
“Good strategy for uncertain environments, I’ve always suspected, should be
more “search algorithm” than ‘itinerary.’ In this book, Charles provides a
compelling plan for organizing around that principle, full of hard-won wisdom
on how to rally your team to make it happen.”
Paul Niehaus, Ph.D., Founder, Give Directly
“As much as we might want a strategy to be ‘done’ and crossed off our to-do
lists, it must constantly evolve to deliver value. This book offers an insightful
framework for elevating your organization’s approach to strategy and keeping
it relevant.”
Clarence Wardell III, Ph.D., Senior Program Officer, Gates Foundation
Strategic FUEL for Nonprofits
Charles Moore
Designed cover image: Getty
First published 2025
by Routledge
605 Third Avenue, New York, NY 10158
and by Routledge
4 Park Square, Milton Park, Abingdon, Oxon OX14 4RN
Routledge is an imprint of the Taylor & Francis Group, an informa business
© 2025 Charles Moore
The right of Charles Moore to be identified as author of this work has been
asserted in accordance with sections 77 and 78 of the Copyright, Designs and
Patents Act 1988.
All rights reserved. No part of this book may be reprinted or reproduced or
utilised in any form or by any electronic, mechanical, or other means, now
known or hereafter invented, including photocopying and recording, or in any
information storage or retrieval system, without permission in writing from the
publishers.
Trademark notice: Product or corporate names may be trademarks or
registered trademarks, and are used only for identification and explanation
without intent to infringe.
Library of Congress Cataloging-in-Publication Data
A catalog record for this title has been requested
Typeset in Galliard
by Taylor & Francis Books
This work is dedicated to all those who labor to create a better
world.
Contents
List of Illustrations ix
Acknowledgments x
About the Author xi
Figures
I.1 The Elements of Strategic FUEL 2
3.1 A Traditional Planning Process 34
3.2 Planning with Priming and an Action-Orientation 35
4.1 Roles in the Strategic Planning Process 45
5.1 Steps 1 and 2 of Crafting the Strategy 59
5.2 Strategy Map for a Social Justice Organization 63
6.1 Steps 3 and 4 of Crafting the Strategy 73
14.1 The Elements of Strategic FUEL 154
A1 Net Promoter Score Responses 160
A2 Share of Promoters by Department 160
A3 Employee Reports of Psychological Safety 161
A4 Employee Engagement and Intention to Stay at the
Organization 162
A5 Employee Value Proposition Attribute Map 162
A6 Employee and Leader Ratings of Leadership Effectiveness 164
A7 Leader Ratings of Organizational Capabilities 165
B1 Analysis of Current Forums 171
Acknowledgments
Thanks to you, the reader, for taking the time to read and engage with this
book. Your interest, feedback, and support make writing a truly rewarding
experience.
This book required the contributions of many people.
Thanks to the colleagues and friends who shared their experiences and
provided feedback as I developed and refined the ideas for this book. They
include Amir Ali, Anne Marie Burgoyne, Lindsey Cooksen, Mary Kate Cun
ningham, Abby Davidson, Rick DeJarnette, Kevin Dowdell, Suzanne Ehlers,
Erin Fiaschetti, Erin Frackleton, Adriane Gamble, Natalie Guillen, Alix
Guerrier, Tara Hofmann, Monica Hopkins, Steph Itelman, Roshni Jain,
Brooke Jones, Justina Lai, Simmons Lettre, Mark Lockwood, David Osei,
Bisi Oyedele, Mason Pan, Amit Patel, Erica Phillips, Jacqui Purcell, Guilia
Salieri, Shalini Shybut, Liz Simmons, Norm Smith, Spencer Smith, Rebecca
Taber Staehelin, Jonathan Tate, Aoife Toomey, Anika Warren Wood, David
Williamson, and Jessica Wodatch.
Thanks to those brave and generous souls who read rough—sometimes,
really rough—drafts. I appreciate their candor, encouragement, and thought
partnership in refining the core ideas. These folks include Jessica Bieligk,
Martha Blue, Noah Eisenkraft, Lauren Hult, Melissa Kessler, Kofi Kumi,
Gerard McGeary, Garrett Ulosevich, Jeremy Utley, and Clarence Wardell.
Thanks to this book’s editorial and publication team for their guidance,
artful nudges to keep going, and for helping me sound like a reasonably intel
ligent person who paid attention to grammar lessons in grade school. The
team includes Trisha Giramma, Maura Grace Harrington Logue, Bethany
Nelson, Meredith Norwich, and Kammy Wood.
Finally, thanks to my wife, Erin, for indulging the effort and giving grace for
the evening and weekend writing sessions.
Thank you all for your invaluable contributions and for making this book
possible.
About the Author
DOI: 10.4324/9781003499619-1
2 Strategic FUEL for Nonprofits
What do customers say when you ask them for feedback about what they value
most in the service? What else do they want from you?
For what specific reasons do customers choose you over competitors?
Can you show me the last few quarterly employee surveys that indicate what the
employees need from the organization?
In the body, metabolism is the process by which the body converts the fuel
of food and drink into energy. When we have high-quality fuel and efficient
conversion, we have the energy to achieve our goals.
In strategy, the high-quality fuel comes from consuming ideas from outside of
the organization and understanding the needs of customers and other stake
holders. That creates a continual source of ideas for effecting strategic impact—if
you build routines to do so.
That means adopting tactics like:
The “efficient conversion” in strategy comes from all of the processes that help
the organization turn those ideas and insights into action. For the most stra
tegic organizations, these are embedded in organizational routines. That’s
what helps those organizations be truly dynamic.
When I was a kid, my sister and I would spend several weeks each summer
with my grandparents in Selma, Alabama. Unfortunately, my grandfather—the
first Charles Moore—didn’t believe in using air conditioning, even as the
temperatures reached oppressive levels, and he’d turn on the oven and stove at
3:00 p.m. to cook dinner. His instruction to deal with the stifling environment
was to “let up the window.”
Strategic FUEL is fundamentally about helping your organization let up the
windows, enable the fresh air of ideas to come in and circulate, and keep its
strategy dynamic and relevant as a result.
Leaders hold special “strategic planning You build strategic thinking into ongo
meetings” to build the strategy ing organizational routines
Planning committees focus on building You create a healthy debate that helps
consensus, which can result in watered- people wrestle with the challenges and
down or confusing strategy make clear strategic choices
Leaders develop a “rollout plan” for You create an ongoing dialogue in which
communicating the final strategy leaders share what they are learning,
share emerging strategy ideas, and ask for
feedback. By the end of the planning
process, everyone understands both the
what and the why of the strategy
The organization waits until next year (or You continue to evolve the strategy as
five years from now) to engage strategy you learn so that it is always relevant
questions again
When a team uses the planning process to practice new ways of working
together and starts to build strategy into its existing organizational routines, it
is set up for greater success. These are not mere “implementation” issues to
shoehorn at the end of the planning process. Indeed, they are central to
creating a more strategic organization.
In this approach, the consultant plays a support role like a fitness trainer—i.e.,
facilitating, coaching, and training team members where relevant—but the
organization’s leaders have to lift the weights.
If you’re doing the work well, you shouldn’t have to hire a consultant next time!
truly excel in the future will be the organizations that discover how to tap
people’s commitment and capacity to learn at all levels in an organization.”2
As you implement this approach, you’ll likely find that it:
1 Most nonprofits approach strategic planning in ways that take too much
time and effort, with uncertain impact
As a consultant, I regularly read nonprofits’ requests for proposal (RFPs) for
creating a three- or five-year strategic plan. Too often, my reaction is, “These
folks are about to waste a lot of time and money on a long document with
fancy words that never gets used.”
The first giveaway is that the RFP lists requirements for the project that reads like
the “Steps in the Process” section from a Wikipedia page on strategic planning. But
the most important sign of a potentially wasteful process is when there’s no clear
sense of the opportunities the organization wants to pursue or the challenges it most
needs to address. Often, our last plan was five years ago is the primary motivating
factor. A process based on that rationale is likely to create a confusing strategy.
If that’s your motivation, you can close this book now.
This book will help you design a planning process that directly addresses the
most important opportunities and challenges—with the right amount of effort.
This book will help you diagnose your organization’s strategic situation and
show you alternatives to the time-consuming big process approach that also
achieve better answers. If you still need the big process approach, this book will
show you how to achieve the political aims of alignment without the downside
of a confused strategy.
It is worth stipulating that every sector and industry has unique strategy
dynamics. How technology companies compete to win in cloud computing
vastly differs from how nonprofits “compete” for their clients, employees, and
donors. Similarly, a nonprofit running a soup kitchen will have different stra
tegic concerns than a nonprofit running schools, as their funding and opera
tional models differ substantially.
But despite those technical differences, my experience is that the core ideas of
strategy and the human experience of setting strategy are similar across sectors.
First, every organization should have a clear purpose and a crisp definition of
success. Still, many organizations and teams, regardless of sector, struggle to
keep their purpose and strategic vision front of mind. It is easy for everyone to
get caught up in their day-to-day to-do lists, what their colleagues want from
them, and organizational politics—everything happening today and everything
inside the organization. This is a phenomenon of humans and groups, not
specifically a function of the sector.
Moreover, nearly every organization struggles with keeping its “customers”
at the center of its work. When I talk to nonprofit leaders, the language of
“customers” does not always resonate. That’s partly because it has a commer
cial ring to it and partly because nonprofits have multiple stakeholders—the
people they serve, the people who fund them, and the larger community they
are trying to improve with their services.
But it’s worth thinking with a customer lens for this simple reason: If the
people you need to join the effort have a choice, then it’s worth understanding
what matters to them and how they will make that choice.
This applies equally to those you serve, donors, and critical suppliers.
For all those reasons, throughout this book, you will see examples and lan
guage from the nonprofit and for-profit sectors. The terms “CEO,” “executive
director,” and “top leader” are interchangeable. “Customers” and “clients” are
both used for the people who consume your organization’s product or service.
Notes
1 Peter Senge, The Fifth Discipline: The Art and Practice of the Learning Organization
(New York: Crown Business, 2006), 14, e-book.
2 Ibid.
References
Peter Senge, The Fifth Discipline: The Art and Practice of the Learning Organization
(New York: Crown Business, 2006), 14, e-book.
Chapter 1
If I’m going to argue that you should take a different approach to strategy
than you are probably using now, I figured it would be helpful to outline the
reasons why.
In this chapter, you will see the four elements of Strategic FUEL, why
each is important, questions to help you assess how your organization is
doing, and how you can start to build them during your strategic planning
process.
DOI: 10.4324/9781003499619-2
The Elements of Strategic FUEL 13
Long story short: I like to keep things simple. When there are fewer things
cluttering my space, mind, and to-do list, it is much easier to make progress on
the things that matter most.
Beyond my personal affinity for simplicity and focus, it is one of the most
important parts of effective strategy. For example, in the book In Search of
Excellence, strategy consultants Tom Peters and Robert Waterman write, “One
of the key attributes of the excellent companies is that they have realized the
importance of keeping things simple despite overwhelming genuine pressures
to complicate things.”1
In a completely different context, the former head of the U.S. Special
Operations Command, Admiral William McRaven, wrote a master’s thesis on
what allows a smaller military force to defeat a larger one. One of the six
components was having a plan that limits “the number of tactical objectives to
only those that are vital.”2
Why is focus so important for strategy?
In the book Unleashed, Harvard Business School professor Frances Frei and
scholar Anne Morriss write that a major lesson of their research “is that orga
nizations that resist and try to be great at everything usually end up in a state
of ‘exhausted mediocrity.’”3
Nonprofit work is already hard enough—there’s no need to set yourself up
for exhaustion and mediocrity.
In the case of special operations, there are two benefits of focus that are
relevant for any team. The military reason to limit the number of objectives is
to achieve “relative superiority” where it matters most. You squander this
advantage by spreading resources thin.4 Moreover, McRaven’s research shows
that limiting objectives focuses the training and “decreases the number of
‘moving parts.’”5
Those benefits are relevant to teams in all contexts because they are related
to the fact that it is humans who are coordinating the moving parts. If your
organization has humans, you need a focused strategy!
If you answered Yes to almost all the questions above, your organization
likely has a focused strategy. Of course, having a focused strategy does not
necessarily mean the current strategy is optimal for the future. However,
having clarity on the strategy helps you better identify where it needs to be
altered or evolved to be more effective.
If there are elements for which you answered No or I Don’t Know, a
helpful first step would be for you and each member of the leadership team
to write down the current strategy. The conversation will likely surface
insights on where the challenges are and where the team is aligned or
misaligned.
The important part of taking these steps during the planning process is that
they mirror the mindsets and behaviors that help the organization maintain a
focused strategy during the implementation.
1 We regularly solicit feedback from the people we serve about what they
value most (and least) about our programs and services.
2 We regularly solicit employees’ feedback about their experience and how
we can improve things for them.
3 We regularly solicit feedback from partners, donors, and other external
stakeholders about how well we’re doing and how we can improve.
4 When we learn something—from within or outside—we are good at
sharing the lessons across the organization.
5 We have routines that help us identify the most important activities, and
then we follow through on that prioritization.
The more you answered Yes to the prompts above, the more likely your
organization has the raw ingredients to enable your strategy to evolve.
18 Strategic FUEL for Nonprofits
This is what it means to have a living strategy. A living strategy is part of the
lifeblood of how the team operates.
A living strategy refreshes itself.
A living strategy is a learning strategy.
Unfortunately, the actions that enable the organization’s strategy to
adapt also require individuals to show vulnerability, and our human
instincts tell us to do the exact opposite. In The Fearless Organization,
Harvard professor Amy Edmondson describes why people hold back to
avoid being negatively judged at work. She writes, “Our image is perpe
tually at risk. At any moment, we might come across as ignorant, incom
petent, or intrusive, if we do such things as ask questions, admit mistakes,
offer ideas, or criticize a plan.”8
The Elements of Strategic FUEL 19
The more you answered Yes to the prompts above, the more likely your
organization can evolve its strategy over time. Regardless of your strategic
planning approach and what strategy your organization pursues, this is a cri
tical capability to achieve the impact you desire.
KEY TAKEAWAYS
1 The four elements of Strategic FUEL:
WHAT’S NEXT
The rest of this book is organized around the four elements of Strategic
FUEL. The first two elements are what most people think of as strategic
planning—developing and communicating the strategy. However, the organi
zation’s ability to do something with the strategy requires the routines and
culture of the final two elements.
All four components of Strategic FUEL are part of a holistic system to drive
progress. The elements represent a multiplication problem—when one factor is
zero, it risks slowing overall strategic progress to zero. That’s why you should
address all of the elements in parallel. In the next section, you will see how to
design a planning process that helps you do so.
Notes
1 Thomas Peters and Robert Waterman, Jr, In Search of Excellence: Lessons from
America’s Best-Run Companies (New York: HarperCollins, 2012), 63, e-book.
2 William McRaven, “The Theory of Special Operations” (Master’s thesis, Naval
Postgraduate Institute, 1993).
3 Frances Frei and Anne Morriss, Unleashed: The Unapologetic Leader’s Guide to Empow
ering Everyone Around You (Boston, MA: Harvard Business Review Press, 2020), 126,
e-book.
4 McRaven (1993).
5 Ibid, 18.
6 Frei and Morriss (2020), 125.
7 Chip Heath and Dan Heath, Made to Stick: Why Some Ideas Survive and Others Die
(New York: Random House, 2007), 57, e-book.
The Elements of Strategic FUEL 21
8 Amy Edmondson, The Fearless Organization: Creating Psychological Safety in the Work
place for Learning, Innovation, and Growth (Hoboken, NJ: Wiley, 2019), 13, e-book.
References
Amy Edmondson, The Fearless Organization: Creating Psychological Safety in the Work
place for Learning, Innovation, and Growth (Hoboken, NJ: Wiley, 2019), 13, e-book.
Frances Frei and Anne Morriss, Unleashed: The Unapologetic Leader’s Guide to
Empowering Everyone Around You (Boston, MA: Harvard Business Review Press,
2020), 126, e-book.
Chip Heath and Dan Heath, Made to Stick: Why Some Ideas Survive and Others Die
(New York: Random House, 2007), 57, e-book.
William McRaven, “The Theory of Special Operations” (Master’s thesis, Naval Post
graduate Institute, 1993).
Thomas Peters and Robert Waterman, Jr, In Search of Excellence: Lessons from Amer
ica’s Best-Run Companies (New York: HarperCollins, 2012), 63, e-book.
Designing a Planning Process That
Generates Strategic FUEL
Chapter 2
DOI: 10.4324/9781003499619-4
24 Strategic FUEL for Nonprofits
Strategy Situations
A New Opportunity
We’ve been offered a new opportunity—e.g., potential new funding or a
merger or acquisition offer—and we need to decide what to do. Because the
opportunity was unexpected, the team likely has not fully reasoned through
the implications.
B Time to Grow
We are doing well, but want to reach more people, work in new geographies,
or achieve scale. To grow sustainably, we must figure out how to adjust our
programs and organizational capabilities.
G Unexpected Tsunami
Forces outside our organization are creating an urgent need for us to change.
We’re in uncharted waters.
Determining What Strategic Planning Approach Your Organization Needs 25
H Gathering Storm
Everything is mostly OK today, but we can see a storm gathering on the hor
izon that we must prepare for now. This might come from a new competitor, a
technological change, or shifting priorities for customers and funders. The
leadership team may already be seeing early indications of the storm, but it’s
not yet visible to everyone in the organization.
I Stuck in Neutral
We’re stuck in our ways, or we’re not getting better as an organization. We
will eventually get left behind if we cannot become more dynamic.
J We’re Misaligned
The departments or units of our organization are working on different strate
gies, are not working well together on organization-wide strategies, or are
working at cross purposes.
K Out of Control
Significant growth or change in the recent past has made things feel out of control.
We need to keep going in the same direction but make things feel more manageable.
products, or services. This section outlines how you might use the reflection you did
earlier and identify what planning approach is most relevant to your organization.
� Forming a cross-functional planning team that will spend months on the effort
� Conducting employee surveys and listening sessions
� Conducting extensive outreach to stakeholders
� Analyzing “competitors”
� Undertaking an inclusive, consensus-based decision-making process
� Creating a detailed implementation plan and financial model
what the change might mean for the organization. In these cases, going more
slowly and being more inclusive at each step may ease the route.
Another reason to do the big process is because the potential change may
require a deeper analysis of its impacts, and this work requires many perspectives.
For example, if the question is How do we pursue this new opportunity (e.g., pro
gram, geographic expansion, service) while keeping our existing work strong?, having
everyone who might be affected by the change share their perspectives may be
critical to understanding whether the opportunity is as attractive as it seems.
Of course, all of that perspective gathering takes time—some organizations
spend six to eighteen months(!) on strategic planning—so it is most relevant to
those strategy situations where there is sufficient time to decide and to act.
Finally, the big process approach may also be relevant where external factors
demand that the process appear robust and deliberate. I once worked with a
nonprofit that works on affordable housing on a new five-year strategic plan.
The organization had the good fortune of securing most of its revenue from
government earmarks. The funding dynamic required the organization to stay
within the middle-of-the-road consensus of its Congressional backers. Hence,
we knew the organization’s new five-year strategy would almost surely match
its previous strategic plan. Bold was not an option.
But even though it could have done a copy-and-paste strategic plan, the orga
nization had to conduct a deliberate planning process with heavy stakeholder
engagement to legitimize the new plan. So, while the big process approach is not
ideal for every strategic situation, it was a reasonable choice for that nonprofit.
Because of the time and effort involved in the big process approach, you
should not pursue it if you can get away with other, more tailored approaches
discussed in this section.
Updated editions will replace the previous one—the old editions will
be renamed.
1.D. The copyright laws of the place where you are located also
govern what you can do with this work. Copyright laws in most
countries are in a constant state of change. If you are outside the
United States, check the laws of your country in addition to the terms
of this agreement before downloading, copying, displaying,
performing, distributing or creating derivative works based on this
work or any other Project Gutenberg™ work. The Foundation makes
no representations concerning the copyright status of any work in
any country other than the United States.
• You pay a royalty fee of 20% of the gross profits you derive
from the use of Project Gutenberg™ works calculated using
the method you already use to calculate your applicable
taxes. The fee is owed to the owner of the Project
Gutenberg™ trademark, but he has agreed to donate
royalties under this paragraph to the Project Gutenberg
Literary Archive Foundation. Royalty payments must be
paid within 60 days following each date on which you
prepare (or are legally required to prepare) your periodic tax
returns. Royalty payments should be clearly marked as
such and sent to the Project Gutenberg Literary Archive
Foundation at the address specified in Section 4,
“Information about donations to the Project Gutenberg
Literary Archive Foundation.”
• You comply with all other terms of this agreement for free
distribution of Project Gutenberg™ works.
1.F.
1.F.4. Except for the limited right of replacement or refund set forth in
paragraph 1.F.3, this work is provided to you ‘AS-IS’, WITH NO
OTHER WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED,
INCLUDING BUT NOT LIMITED TO WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR ANY PURPOSE.
Please check the Project Gutenberg web pages for current donation
methods and addresses. Donations are accepted in a number of
other ways including checks, online payments and credit card
donations. To donate, please visit: www.gutenberg.org/donate.
Most people start at our website which has the main PG search
facility: www.gutenberg.org.
Our website is not just a platform for buying books, but a bridge
connecting readers to the timeless values of culture and wisdom. With
an elegant, user-friendly interface and an intelligent search system,
we are committed to providing a quick and convenient shopping
experience. Additionally, our special promotions and home delivery
services ensure that you save time and fully enjoy the joy of reading.
ebooknice.com