Hi Sharon,
Many thanks for the question – as you know our Business Diagnostics book has an eight grid model where an organization can ‘size up’ their present operations.
The Key components are:
The External Size Up – a review of the external business environment and industry conditions
The Internal Size Up – assessing the strengths and weaknesses in key functional areas like finance, marketing, HR, operations and technology applications.
The Strategic Size Up – where the best strategic pathway is assessed and mapped out.
The above approach can also be easily modified for your Non Profit clients and should be encompassed into a brief, maximum five page document or table that can then be presented to the funding entity.
I am also referring you to our Business Diagnostics blog – Business Insight section where we have completed a brief slide presentation on crafting effective business plans – many concepts there will assist you in developing an effective positioning with your target donors.
businessdiagnosticsblog.com/business_insights/
Hope this helps!
Mike