SAMPLE WORKSHEET FOR CASE STUDY: COUNTY LEGAL AID SOCIETY (CLAS) . wWoRKSHEET 1.3 Develop a Preliminary Plan for Gathering Information from Internal and External Sources 1 Using the strategic issues you identified in Worksheet 3.1, start to develop a plan for gathering information from both internal and external sources so as to answer those questions and get greater buy-in and support for the planning process and your plan. Data Collection from Internal StakeholdersHow Might We Engage the Board and Staff and Other Internal Stakeholders? Outcome of Contact with Them? (Such | How Best to Involve as perceptions Them (Such as about the surveys, discussions Internal organization, at regularly Stakeholders specific answers to | scheduled meetings, strategic questions, | retreats, in-depth greater buy-in and | program evaluation support for SP worksheets, etc.) decisions, etc. TimingWhat might be the best point in the process to engage this stakeholder group? Any early outreach required? Staff Do we want to engage: AllL of the staff Management team Some staff (specific) Volunteer staff Entire department/ program units Others Do we want to engage others, such as advisory board members, former staff members, former board members, etc. (continued) Strategic Planning for Nonprofit Organizations: A Practical Guide for Dynamic Times, Third Edition. . WORKSHEET 1.3 (continued) Data Collection from External StakeholdersHow Might We Involve External Stakeholders? External Stakeholder Group: (List specific names if possible) Constituents/ Clients (current, past) Institutional Funders (foundations, corporations, government agencies) Individual Outcome of Contact with Them? Questions to answer? What information do we want to gather from this stakeholder? Is relationship building the primary reason to engage this stakeholder? How Best to Involve Stakeholders (i.e., questionnaires, interviews [face-to- face or phone], focus groups, meetings, TimingWhat is the best point in the process to engage this stakeholder group? Any early outreach required? . WORKSHEET 1.3 (continued) External Stakeholder Group: (List specific names if possible) Government Organizations Others to Outcome of Contact with Them? Questions to answer? What information do we want to gather from this stakeholder? Is relationship building the primary reason to engage this stakeholder? How Best to Involve Stakeholders (i.e., questionnaires, interviews [face-to- face or phone], focus groups, meetings, TimingWhat is the best point in the process to engage this stakeholder group? Any early outreach required? (continued') . worKsHEET 1.5 Create an Organization Profile 1 Make sure you have an overview of your arganization's profile including key programs. Current Mission Statement: Then & Now: * First Year of Operation (Date, Services and Numbers Served; number of staff) * Current Operations: (Date, Services and Numbers Served) Executive Director: Number of Board Members: Number of Staff (full time, part time, volunteers): Current-Year Budget: Current Programs: Overview of Key Programs 1. * Short Description of Program: * Program Budget: * How Funded: * Number Served: * # of Staff: * Short Description of Program: * Program Budget: * How Funded: * Number Served: * j of Staff: (continued) . WORKSHEET 1.5 (continued) 3. Short Description of Program: * Program Budget: * How Funded: * Number Served: * # of Staff: Short Description of Program: * Program Budget: * How Funded: * Number Served: * j of Staff: Short Description of Program: * Program Budget: * How Funded: * Number Served: * of Staff: Short Description of Program: Program Budget: How Funded: * Number Served: * # of Staff