Capacity Improvement Plan 2018-19 - Capacity Improvement Plan Tool for Grantees

Sep 12, 2026

Upload by Stanley

Capacity Improvement Plan 2018-19 outlines a structured three-year planning approach for small nonprofits, translating organizational assessment results into capacity priorities. The plan defines capacity and focus areas, sets desired outcomes by 2020, and requires the use of SMART goals to ensure specificity, measurability, attainability, realism, and timeliness. It guides grantees to work with a mentor, choose focus areas, and build a Year Three action plan with milestones, activities, due dates, responsible parties, and status tracking.

LanguageEnglish

CategoryForms

FormatPDF

Pages3

Reading Time1 min

AccessFree to download

Capacity Improvement Plan 2018-19

Instructions and definitions

Use SMART goals

Focus area and desired outcome

Three-year goals and Year Three action plan

Milestones, activities, due dates, and status tracking

Technical assistance resources and preparation fields

Community Foundation for Monterey County Next Steps for Small Nonprofits 2016-2019 Capacity Improvement Plan 2018-19 The CAPACITY IMPROVEMENT PLAN will identify your three-year capacity improvement priorities, desired outcomes and goals. It will also define your milestones and activities for 2018-19. Please work with your mentor to review the results of your organizational assessment, agree on your priorities and focus areas, and develop your plan. GUIDE TO COMPLETING CAPACITY IMPROVEMENT PLAN TOOL FOR GRANTEES A. Instructions: This capacity improvement plan identifies a set of top-priority organizational development goals with the broad aim of strengthening your agency’s capacity to achieve your mission through greater knowledge of effective organizational development strategies. B. Definitions: Capacity: A collection of characteristics, resources and qualities that enable an organization to function, grow, sustain itself and do well in fulfilling its mission in the long term. Focus Area: Function within your organization on which the plan will concentrate. Ex. Vision and Planning, Community Engagement, Organizational Leadership, Board Development, Fund Development, Financial Management, Staffing/Human Resources, Evaluation, Technology, etc. Outcome: End result or consequence of your work at the completion of the three-year grant – the desired “future state” for your organization. Ex. The organization has a unified sense of purpose and trust across Board, staff and volunteers. Use SMART Goals: S = Specific M = Measurable A = Attainable R = Realistic T = Timely Ex. Within 2 years, foster a shared sense of purpose by engaging Board, staff and community residents in developing a three-year Strategic Plan for the organization and a model for continuous community engagement for its implementation. Milestone: A milestone is a scheduled event signifying the completion of a major deliverable or step in a project. It is a flag in the work plan to signify that some part of the work has been completed. Usually a milestone is used as a project “checkpoint” to confirm that the project is progressing. Ex. A Strategic Planning Team with Board, staff and community representation is formally established. Activities: Specific actions required to reach milestones. Ex. Draft the Scope of Work for the Strategic Planning Team. Community Foundation for Monterey County Next Steps for Small Nonprofits July 2016-June 2019 Capacity Improvement Plan for 2018-19 Organization: Focus Area: Please select all those that apply: Vision and Planning Organizational Leadership Evaluation Staffing/Human Resources Fund Development Board Development Financial Management Community Engagement Technology & Infrastructure Desired Outcome (By 2020): Three-Year Goals (SMART) List as many as needed and realistic to accomplish within three years: Year Three Action Plan Complete a separate action plan for each three-year goal Organization Name: Three-Year Goal: | Year Three Milestones | Activities | Due
Date | (1) Who is responsible
(2) Who or what else involved | Status Tracking / Report on Milestones | | --- | --- | --- | --- | --- | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Possible technical assistance resources needed (for example: consulting, training, templates, etc.) Prepared By (List names and titles): Date:

FAQs

What is the purpose of the Capacity Improvement Plan 2018-19?

It identifies three-year capacity improvement priorities, desired outcomes and goals, and defines milestones and activities for 2018-19 to strengthen the organization’s ability to achieve its mission.

What are “focus areas” and which examples are provided?

Focus areas are parts of the organization the plan concentrates on. Examples include vision and planning, community engagement, organizational leadership, board development, fund development, financial management, staffing/human resources, evaluation, and technology and infrastructure.

How should SMART goals be used in the plan?

Goals should be written using Specific, Measurable, Attainable, Realistic, and Timely criteria, with an example showing how to engage board, staff, and community residents to develop a three-year strategic plan and an implementation model for continuous engagement.

Sep 12, 2026

Upload by Stanley