The Strategic Plan page of the nonprofit plan focuses on information that describes the organization as a whole.
It has small sections for general information, such as 'year founded' and '501c3 status', contact information and key personnel information.
The heart of this page, however, focuses on strategic plan information.
The main topics in the strategic plan are purpose, populations served, goals and strategies, impact, SWOT (strengths, weaknesses, opportunities and threats) and resources.
When an item has been completed, the note is outlined in green. When a group has been completed, its header is outlined in green. This gives a quick visual overview of the structure of the plan and its current state of completeness.
When the planner clicks on a note, a dialog box opens.
In the first version of the solution, the long and short answers required two separate columns in Excel. Now they are two separate 'fields' in each note. The long answer is written first, because it is easier to be verbose. Crafting a pithy short answer from the long answer is a second step. Both answers are required because many grant proposals are documented in online systems with restricted word counts. If the targeted foundation has this type of submission system, the short answers should be selected when running the proposal generator.
The planner can also choose to work in the outline view of the KnowtPlan model (KnowtPlan is the current name for this special-purpose variant of KnowtShare). The outline view may be the preferred option for the more text-oriented user.
This view also uses green color-coding to communicate the plan's state of completeness, Both views let the planner type in answers or cut-and-paste from another document.
We are also developing an import option from Microsoft Word as a way to initially populate the plan. Ongoing revisions, however, will need to be done directly in the KnowtPlan system.
In my next post, I will give a brief overview of the other sections of the Nonprofit Plan.
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