Strategic Planning Assistance

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- to 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.

Learn more about DHPSNY's Strategic Planning Assistance curriculum.

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.

DHPSNY estimates the value of this service at $7,000 - $10,000.

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.

Application materials for DHPSNY's Planning & Assessment Services are accepted year-round and reviewed three times a year. Keep an eye out for new application deadlines coming in 2021! DHPSNY's application forms are powered by Submittable. The online platform allows you to save your work and return if you are unable to complete in one sitting, as well as upload a variety of supporting materials directly within the form. 

Applications are reviewed by an advisory committee of library, archives, and conservation professionals.
Click here to learn more about DHPSNY's application review process. 

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) 798-0105 or

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