TREC

TREC Reports and Research

TREC applied research and reports are published with the support of Wilburforce Foundation.

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Strategic Planning in Western Grassroots Conservation Groups: Lessons from the Field (2005)

Author: Training Resources for the Environmental Community (TREC)

This report includes the advice and insights of leaders from nine environmental nonprofits in relation to strategic planning. The report lays out a clear, straightforward path for completing a strategic planning process and addresses issues such as: external facilitation, staff involvement, evaluation of the strategic plan, and key resources for completing a plan. Sample planning tools and templates are included.

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Strategic Planning is a term much bandied about, meaning different things to different people and groups, and applied in a wide variety of ways. In spring 2005, we interviewed nine conservation leaders and four strategic planning facilitators about their experiences with strategic planning. We’ve gathered here what we learned from these interviews as well as the lessons we’ve gathered from TREC’s eight years of experience working with grassroots conservation groups in the West on strategic planning.

Download the:  TREC Report (PDF)


Training Resources for the Environmental Community (TREC). Our mission is to catalyze the habitat conservation and wilderness protection community in Western North America to promote sustainable environmental integrity and diversity. We carry out our mission through coaching, consulting and training services focused on leadership development, capacity-building and leveraging resources to organizations dedicated to habitat conservation and wilderness protection.