Use Key Assumptions to Focus and Frame Planning and Messaging [SUBSCRIBERS-ONLY]

My favorite “go-to” tactic for working though complex planning challenges is to develop a short list of “key assumptions” that focuses on strategic objectives and desired results. This approach helps to simplify messaging and fast-track consensus and approval by diminishing feelings of negativity and confusion.

Building consensus and confidence is the main pathway to breaking down the negative barriers in any planning process. Using an approach that emphasizes a small number of key assumptions will bring clarity to planning while keeping the focus on the big picture and desired results.

It is best to view key assumptions as a short list of the most significant strategic objectives and desired outcomes for a planning effort (building next year’s budget), an unexpected challenge (reacting to non-renewal of a large grant), or a new project (acquiring a new program from another nonprofit).

For example, when developing a new budget, the short list of key assumptions could be:

You might also be interested in:

The Benefits of Multi-Year Budgets

Periodically Check Key Performance Indicators (KPIs) to Keep Them Relevant