What is a tactical plan?

Tactical plans break-down an organization’s goals and needs for a short period of time, usually 12 to 18 months. They can work as a support to an overall strategic plan (three to five year goals) or they can work as a catalyst to get an organization’s board on-track to tackle major issues that need to be handled before a strategic plan is considered.

Many organizations don’t know where to start and feel overwhelmed by all the seemingly immediate and urgent items on their to-do list. Tactical plans lay out a clear strategy by breaking down goals into manageable actions with realistic expectations and outcomes.

All tactical plans should have the following items:
  • Goal (relating to the issues at hand)
  • Projects needed to accomplish that goal
  • Description of what needs to occur (i.e. action steps)
  • Owner (person responsible for management of each action step and/or project)
  • Due date
  • Expected outcome

By breaking down the issues at hand for an organization into these parameters, a board is able to feel in control of their organization once again. Each action step accomplished brings them closer to the end goal, building trust and enthusiasm for building a better, smarter, more efficient organization that can focus on their programming and mission.

If, at any point of the process you would like additional guidance, please feel free to reach out to our office to schedule a phone call or meeting. We provide one-on-one coaching for non-profit leadership and professional staff in addition to a full curriculum of board trainings. Emails can be sent to: jennifer@urbanaskew.com.

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