Strategic Planning: A Toolkit for Small NGOs

Basic information about the strategic planning toolkit.
This toolkit, released with four other toolkits for small charities, was produced by INTRAC as part of the programme "Strengthening Small Organisations with Big Ambitions". This programme was funded by the UK Foreign, Commonwealth & Development Office (FCDO) through a Small Charities Challenge Fund (SCCF) Capacity Development Grant. Dowloadable PDF versions of all five toolkits are available on the INTRAC website here.
This toolkit is licensed under the Creative Commons AttributionNonCommercial-ShareAlike 4.0 International License. To view a copy of this license, visit

About the author

Rick James is an organisational change specialist with more than 30 years’ experience working with over 100 NGOs in Africa, Latin America, Asia and Europe. After working for a Honduran NGO for four years, he completed an MBA in the UK before joining INTRAC at its inception after 1992. Rick has trained, consulted, researched and written extensively on NGO capacity building and organisational development (OD) issues.
Rick spent 10 years in Malawi with INTRAC, where he trained a team of Malawian OD consultants, facilitated change with NGO support organisations, undertook research into leadership change issues and consulted for international NGOs on the monitoring and evaluation of capacity building. He has a PhD in NGO Management and is a Senior Teaching Fellow at Bayes Business School (formerly Cass), City, University of London.


This toolkit was designed based on the needs of the small charities that enrolled in the programme "Strengthening small organisations with Big Ambitions", and benefitted from feedback from some of them.
  • Drawings by Bill Crooks
  • Graphic design by Andy Johnson
  • Programme coordination by Annalisa Addis
Last modified 1yr ago