Nonprofit Mastermind Podcast

How To Assess Your Quarter: 5 Questions For You & Your Team


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The end of a quarter is a powerful opportunity for growth and strategic planning. In this episode, I share five critical questions that can guide you and your team through a meaningful exercise of introspection and evaluation, helping you stay on track toward, and aligned with your goals. Whether you're utilizing these insights during a quiet week or a CEO day, this episode is your guide to refining your approach, optimizing resources, and making strategic, impactful decisions.

What You Will Learn:

  • How to effectively reflect on and assess your nonprofit's progress towards its goals.
  • Strategies for ensuring your organization's actions align with its core values.
  • Tips for engaging your community and stakeholders to maximize impact.


Key Takeaways:

  1. The power of structured reflection and assessment in strategic planning.
  2. The importance of aligning actions with organizational values.
  3. How to evaluate the effectiveness of team dynamics and strategies.
  4. The role of community engagement and stakeholder impact in nonprofit success.
  5. Leveraging learnings for strategic future planning.


Resources Mentioned:

  • Past Episode Links: CEO Day
  • Post-It Planning System 

Want to work together?

Apply for the Next Level Nonprofit Mastermind, a high-touch coaching and training accelerator for established organizations that are ready to install a powerful nonprofit Operating System to sustain impact at scale.

Budget under $800K? Join Elevate and get proven step-by-step playbooks + coaching support to build each of the core elements of your nonprofit's operating system - strategic clarity, a fundraising engine, a high-performance team, and an active and engaged board!

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Nonprofit Mastermind PodcastBy Brooke Richie-Babbage

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