Strategic Growth Plan demo — CharityFrog
Strategic growth plan
A 12-month roadmap. Live KPIs. Monthly check-ins. Every goal traces to a system doing the work.
Sep 25 – Aug 26
Current plan year
5
Strategic goals
17 of 20
Milestones on track
🟢 On track
Overall plan status
Your 12-month roadmap
Five strategic goals. Twenty quarterly milestones. Every goal traces to a system already delivering it.
GOAL
Q1 (Sep–Nov 2025)
Q2 (Dec–Feb)
Q3 (Mar–May)
TODAY▼
Q4 (Jun–Aug 2026)
STATUS
Grow annual income from £412k to £520k
🎯 Grant System🏢 Corporate Frog
Submit 15 grant applications
17 submitted
Win first two grants
3 won — £29k
Secure 3 corporate partners
4 partners live — £68k
Reach £480k YTD by August
£412k YTD — Aug appeal in flight
🟢 ON TRACK
Support 250 beneficiaries this year (up from 130)
📥 Beneficiary System
Launch new casework system
Live 15 Oct 2025
Bring decision time under 7 days
4.2 days avg
Support 150 beneficiaries YTD
158 supported
Reach 250 beneficiaries by year end
187 supported · 63 in pipeline
🟢 ON TRACK
Grow individual supporter base by 40%
💝 Donor Management📱 Social Media
Launch monthly content calendar
32 posts/mo avg
Add 200 new supporters via campaigns
231 new supporters
Skydive event: 12 jumpers, £15k raised
12 jumpers, £18.4k raised
Reach 2,000 active supporters
1,847 · Autumn appeal targets 200+
🟢 ON TRACK
Strengthen governance & trustee capacity
📋 Board Pack🌐 Public Profile
Move board pack to CharityFrog
Q1 pack shipped in 3 days vs 3 weeks
Publish public transparency page
Live Feb — trust score 91
Recruit new treasurer
2 candidates shortlisted
Trust score to 95+ by year-end
94/100 — CEO video pending
⏳ AT RISK
Build a legacy giving programme from scratch
🔍 Donor Intelligence💝 Donor Management
—
Appoint Legacy Officer
Rachel M. started Jan
Identify 20 legacy prospects
24 prospects identified
First 5 legacy conversations logged
4 logged · 1 pledge signed
🟢 ON TRACK
Live KPIs vs targets
Every KPI updates in real time from the source system. No spreadsheet reconciliation.
Annual income
Xero£412kof£520k
79%↑ +38% YoY
Beneficiaries supported
Beneficiary System187of250
75%↑ +44% YoY
Active supporters
Donor Management1,847of2,000
92%↑ +28% YoY
Regular giving retention
Donor Management92%of90%
Above target↑ +2pp YoY
Grants won
Grant System5of6
83%↑ +150% YoY
Trust score (public)
Public Profile94of95
99%→ CEO video needed
This month's check-in
Due 2 Sep · 8 days🤖 AI draft summary
August wraps up strongest quarter of the plan year. Income at £412k (79% of £520k target — autumn appeal expected to close gap). Beneficiary work well ahead of last year at 187 supported vs 130 baseline. Grant pipeline has produced 5 wins with 8 in draft.
Two flags for the board's attention: (1) treasurer recruitment still open, decision by 14 Sep meeting; (2) trust score marginal at 94/100 — CEO video would close it. Everything else on track.
What changed since July
- ✅ Q3 skydive milestone completed — £18.4k raised vs £15k target
- ↑ Trust score moved 91 → 94 after safeguarding policy review logged
- 🆕 Legacy pledge signed — first of the plan year (Margaret Thornton-Hughes)
- ⏳ Treasurer recruitment slipped one milestone — now Q4 delivery
- 📈 Autumn appeal on track to launch 30 Aug — targets £30k
🤖 AI is working on right now
- Building next year's plan draft (Sep 2026 – Aug 2027) — pulls from this year's outcomes + assumption library
- Preparing goal-by-goal narrative for the Q3 board pack (integrated with Board Pack Generator)
- Monitoring the treasurer recruitment milestone — flagged as at-risk, notification set for 5 Sep if no update
- Tracking autumn appeal launch against Q4 income milestone — cross-referenced with Social Media calendar
Plan assumptions & risks
📌 ASSUMPTION✓ Holding
Regular giving retention holds at 90%+ throughout the plan year.
Last checked: 3 days ago · Currently 92%
⚠️ RISK⚠️ Watch
Autumn appeal underperforms — main income gap-closer for the year.
Owner: Emma · Mitigations in place · Review 5 Sep
📌 ASSUMPTION✓ Holding
Grant System pipeline produces 5+ wins per year.
Currently 5 won · 8 more in draft
⚠️ RISK✓ Holding
Treasurer vacancy causes governance friction at year-end.
2 candidates shortlisted · Decision 14 Sep meeting