STRATEGIC PLAN ACCOMPLISHMENTS
In 2025, One Circle Foundation finalized its three-year strategic plan on schedule to strengthen infrastructure, expand programs, and diversify revenue. Here are the highlights of our accomplishments:
• Completed HR policies, onboarding, succession planning, governance documentation, and launched a refreshed mission and vision GOAL #1: INCREASE INTERNAL CAPACITY, CAPABILITIES, AND CULTURE • Implemented flexible schedules, refined meeting practices, and introduced Microsoft Teams, SharePoint, and project management
GOAL #2: PROGRAMMATIC GROWTH
GOAL #3: REVENUE DIVERSIFICATION
• Strengthened feedback systems through biannual customer surveys and training evaluations • Launched Voice & Choice and Advanced Facilitator
• Expanded revenue through corporate and foundation grants, new curriculum, and advanced training • Strengthened fundraising infrastructure with DonorPerfect and community fundraising tools • Engaged 100% board participation in giving and fundraising • Completed a partnership and sponsorship strategy, identifying new donor and referral opportunities
Training, expanding professional learning pathways
• Implemented a comprehensive marketing
tools to strengthen communication and accountability
strategy informed by client feedback,
increasing engagement across email and social platforms • Secured strategic partnerships, including Ford Family Foundation and Marin Community Foundation • Published OCF’s second annual impact report and earned the Candid Platinum Seal of Transparency
• Expanded professional development through coaching, conferences, workshops, and learning platforms for staff, trainers, and board • Established dashboards, KPIs, and annual goal tracking while integrating core values and equal opportunity practices into hiring, contracts, and internal agreements
• Advanced annual fundraising initiatives
while laying groundwork for expanded campaigns in 2026
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ONE CIRCLE FOUNDATION 2025 ANNUAL REPORT
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