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Financial Planning in Uncertain Times: A Practical Guide for Nonprofit Leaders and Boards

Financial Planning in Uncertain Times: A Practical Guide for Nonprofit Leaders and Boards

Financial Planning in Uncertain Times: A Practical Guide for Nonprofit Leaders and Boards

Canadian nonprofits face increasing uncertainty as funding shifts, donor behaviour evolves, and costs rise.
Yet many still rely on static annual budgets that quickly become outdated. Based on key learnings from a 2026 webinar delivered in partnership between Vantage Point and Enkel, this e-book reveals how most organizations lack structured cash flow forecasting and scenario planning—and offers practical frameworks to build financial resilience without large teams or expensive tools.

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“So That” Chain: Linking Goals, Strategy, & Outcomes

“So That” Chain: Linking Goals, Strategy, & Outcomes

"So That" Chain: Linking Goals, Strategy, & Outcomes

Resource Provided By Vantage Point

There are many tools and approaches organizations can use to explore the long-term, community-level impact of their work. But before you start working on your logic model, outcome map or Theory of Change, it may be a better use of time to take a step back and identify what your big-picture goals are, and how your current organizational strategies support you to achieve those goals.

This worksheet creates a simple “so that” chain, clearly linking your strategy, with outcomes that build towards your ultimate goal.

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Stakeholder Survey

Stakeholder Survey

Stakeholder Survey

Resource Provided By Vantage Point

This sample stakeholder survey was developed for a fictional community organization that serves families with young children.

Surveys like this can be used to gather information about stakeholders and clients in order to develop and evaluate programs, or as part your strategic planning activities.

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Circles of Support

Circles of Support

Circles of Support

Resource Provided By Vantage Point

Creating your Circles of Support is a valuable way of identifying stakeholders.

With this tool, you can pinpoint which community groups, clients, volunteers and other stakeholders are most important to your organization’s current and future success.

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Stakeholder Analysis Quadrant Exercise

Stakeholder Analysis Quadrant Exercise

Stakeholder Analysis Quadrant Exercise

Resource Provided By Vantage Point

The strategic planning quadrant can be used during strategic planning to identify and prioritize stakeholders based on:

1. Their level of power or influence they have over your organization.

2. Their level of interest in your organization, products and/or services.

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