Before you invest more time, money, or energy into new marketing, new systems, new tools, or a DIY fix, take a step back and review what is actually happening inside your business or nonprofit.
 
The Strategic Audit Worksheet helps you look at your organization with more clarity so you can better understand what is working, what feels unclear, what may be slowing performance, and what needs attention next.
 
Use this resource to:
Clarify what you want to grow, improve, or fix
Review your current strategy, systems, workflows, marketing, and operations
Identify gaps that may be affecting performance, revenue, engagement, or impact
Think through possible root causes before jumping to a solution
Begin organizing your findings into focused next steps
 
This worksheet is a simple starting point for leaders who want to make better decisions before launching another campaign, starting another project, hiring support, changing platforms, or building a new plan.
 
Download this worksheet to start your strategic review and gain a clearer view of what may need to change before you build, fix, or invest further.