Why Your Annual Plan Must Help You Say No
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Why Your Annual Plan Must Help You Say No
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We’re heading into planning season—and if you’re anything like the nonprofit leaders I work with, your to-do list is already growing. But here’s a question we don’t ask enough: “How will this plan help us say no?” In this episode, I dig into why most strategic plans are more like overwhelming wish lists, and how to flip the script by building a plan that’s not just visionary, but protective. I’ll walk you through the cost of “yes-by-default” planning, and share the three filters I use with clients to create focused, capacity-aware strategies that actually get implemented. If you’re feeling stretched thin or unsure what not to do next year, this one’s for you.
In this episode, you’ll learn:
- Why “yes” is costing you more than you think—and how to identify it
- The real reason most strategic plans collapse by Q2
- Three powerful filters to build a plan that guards your team, time, and mission
Key takeaways:
- Every yes costs something—time, energy, and focus. If your plan doesn’t help you say no, it’s not protecting your mission.
- Strategic plans fail not because of lack of ambition, but because of lack of filtration. You need sharper priorities, not longer lists.
- Using filters like alignment, capacity, and opportunity cost helps transform bloated planning into strategic clarity.
The 3-Step Filter for a Focused, “No-Powered” Plan
Use these three questions to evaluate every new initiative before it enters your 2026 plan:
- Strategic Alignment -- Ask: Does this move us measurably closer to our 1–2 core goals?
- Team Capacity -- Ask: Do we realistically have the time, energy, and talent to do this well?
- Opportunity Cost -- Ask: If we say yes to this, what are we delaying or derailing?
Want to work together?
Apply for the Next Level Nonprofit Mastermind, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level.
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