Strategic Planning

Through strategic planning, organizations create a roadmap for effective decision making. Working with an outside facilitator, board and staff members conduct an assessment of the organization’s current status—its strengths, weaknesses, opportunities, threats—and then unify around a set of common goals. The final document establishes a common vision, an outline of strategic goals and objectives, recommendations for the effective allocation of resources, and an organizational structure that will support the work of implementation.

DHPSNY has worked closely with the New York Council of Nonprofits (NYCON) to develop a curriculum geared specifically toward assisting small- and medium-sized institutions in strategic planning in a thoughtful way. This curriculum consists of two webinars administered approximately four months apart, with assignments and a retreat occurring between the two webinars.

For more information about the DHPSNY strategic planning curriculum, click here.

At the end of the process, your organization will have completed a three-year strategic plan. The resulting strategic planning document will be unique to your institution, identifying key goals to support and strengthen your organization with milestones to gauge your success along the way.

Criteria for Participation

Eligible institutions are those that are nonprofit, non-government institutions in New York State that:

  • Hold historical records and/or library research materials, and
  • Operate programs to preserve such records and make them publicly accessible

If you have questions about your eligibility, please contact DHPSNY.

Download application instructions and application here.

Application materials for DHPSNY's Planning & Assessment Services are accepted year-round and reviewed three times a year. The next application review deadline is Friday, March 16th, 2018. Applications must be received by the deadline to be considered for the current round.

DHPSNY staff is available to assist you in completing the application form. Please contact Anastasia Matijkiw, DHPSNY Program Coordinator, for assistance, questions about eligibility, or additional information at (215) 545-0613 or

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