Skip to content
Fundraising Playbook
Project Overview
Organization Overview
This section provides a concise summary of the organization’s mission, vision, and objectives, ensuring that everyone remains focused on the broader, long-term goals. The organization’s vision drives all decisions and actions, offering guidance for both the initial development and long-term growth. It’s crucial for all team members, stakeholders, and collaborators to understand and align with the organization’s purpose.
The mission, vision, and objectives define the organization’s direction and guide actions across departments and projects. These elements should be regularly referenced during decision-making and collaboration. The vision serves as a compass, ensuring that all efforts remain aligned with the organization’s goals. When clarity is needed, or if the team loses focus, refer back to the vision to maintain alignment and ensure all initiatives are moving in the right direction.
Effective communication of the vision is key to engaging and inspiring the team, stakeholders, and external partners. Consistently incorporate the vision into presentations, discussions, and collaborations to ensure everyone shares a unified understanding of the organization’s purpose.
Functional Guide
Review the Mission, Vision, and Goals
Carefully read through the organization's mission, long-term vision, and objectives. This will ensure that all team members and stakeholders understand the overarching purpose of the organization, aligning efforts with strategic goals.
Align Efforts with Organizational Goals
When making decisions, ensure they align with the organization's objectives. Whether it's internal planning or external outreach, all actions should support the mission and vision.
Use as a Reference
Return to this section whenever clarification is needed regarding the organization’s purpose, especially during key decision-making moments or when bringing new team members on board.
Communicate Clearly
Use this section as a basis for communicating the organization's mission and goals to external contributors like donors, partners, and collaborators to ensure everyone understands the bigger picture.
Organization Overview Template (Ready-to-Use)
This template is designed to help you quickly and effectively compile the key details of your organization. It covers essential areas such as the organization’s mission, vision, objectives, and milestones, providing a structured format to ensure that all important aspects are addressed.
Each section is accompanied by a description to guide you in providing clear and concise information. Once completed, this overview will serve as a valuable resource for presentations, stakeholder communications, and internal alignment.
1. Organization Name
Description: Provide the official name of the organization.
Input:
[Enter the organization name.]
2. Mission
Description: Describe the core purpose and reason for the organization’s existence.
Input:
[List multiple mission statements if needed.]
3. Vision
Description: Summarize the long-term vision and the impact the organization aims to achieve.
Input:
[Provide different visions or outcomes.]
4. Objectives
Description: Outline the specific, measurable goals the organization intends to accomplish.
Input:
[List several organizational goals.]
5. Problem Statement
Description: Briefly state the problems or challenges the organization addresses.
Input:
[List all relevant challenges.]
6. Solution
Description: Explain how the organization provides solutions to the identified problems.
Input:
[Provide multiple solutions if applicable.]
7. Target Audience
Description: Identify the main audience or stakeholders the organization serves.
Input:
[List multiple audience or stakeholder groups.]
8. Key Features/Offerings
Description: List key features or services that make the organization unique.
Input:
[Enter multiple features or services.]
9. Milestones
Description: Highlight key milestones or phases of the organization’s development, with relevant dates.
Input:
[List multiple milestones with dates.]
10. Financial Summary
Description: Provide a summary of the financial projections, including funding needed and sources of income.
Input:
[Break down financial projections and funding sources.]
11. Team Overview
Description: Introduce the core team members and their roles within the organization.
Input:
[List all team members and their roles.]
12. Call to Action
Description: State the next steps or key asks, such as funding needs, partnership opportunities, or collaboration prospects.
Input:
[List multiple next steps or asks.]
This Organization Overview Template helps structure and communicate key information about the organization, ensuring that all areas are addressed in a clear and concise manner.
Organization Overview Data Chart
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.