Nonprofit organizations are always trying to better service their constituents and create programs that further their mission. Unfortunately this can lead to a proliferation of programs and services. And each has an impact on your organization's business model. Do your programs fit today’s reality?  

Strategic portfolio review

​It can be challenging to try and sort out what is really working and what it is time to let go of. A strategic portfolio review is a step by step process to work through these tough issues.

​By engaging in a strategic portfolio review, you will:​

• Walk through a rigorous process to get clearer about what you’re trying to achieve;
• Learn how each program contributes to the organization both from a mission perspective and its financial impact;
• Make strategic choices about what programs you will continue to invest in, those that need to be adapted and those that it is time to let go of;
• Feel confident in your decided direction, knowing you have the evidence and rationale for your strategy.

Fits your Unique Situation

Your situation is unique and Grace Social Sector Consulting, LLC will partner with you to customize our approach.  The strategic portfolio review typically includes three phases.

1. Gather Insights: Gather information on the range of programs, initiatives and services that your organization offers.  Work with stakeholders to decide how to evaluate program mission alignment. Survey stakeholders to evaluate each program's alignment. Gather financial data to assess program investment vs. revenue.
2. Analyze Results: Review the findings from the discovery process with key stakeholders. Consider what this means for your organization’s sustainability. 
3. Create Action Steps: Come to agreement on implications and next steps.

Who Benefits

Organizations that benefit from a strategic portfolio review the most are:

• Ready to assess its programs and services including legacy initiatives and confront conventional wisdom;
• Willing to invest energy into making the organization more strategic and aligned;
• Open to feedback from stakeholders and willing to take action.

Download

Download a free strategic portfolio review worksheet to get started.