Step 3: Action Plan. In this step you will develop an action plan for addressing the priority CB focus areas identified in Step 2. 1. Using the results from Step 2, list your 2-3 prioritized CB focus areas in priority order in the Column 1 cells in the form on the next page. 2. For each CB focus area, note the movement from current assessment level to desired level in the Column 2 cells. If you have grouped two or more assessment categories into one CB focus area, note the level changes for each separate assessment category. 3. Summarize the major actions needed to achieve the CB changes desired for each CB focus area in the column 3 cells. Refer to and relate the actions to the capacity description for this category in the CB Tool #1 Assessment and Benchmarking. Note any special issues (causes, contributing factors or barriers) that need to be considered in taking action. 4. Ideally, your action plan will incorporate a range of capacity building strategies, resources and activities that reinforce each other. Review the following list of options. Draw from it when you complete the “Capacity Building Resources Needed” Column 4 cells in the Action Plan Form. Give special attention to the following resources: R A good source of information is the Capacity Building Resource Inventory which offers associations an extensive collection of resources that will support capacity building efforts. The resources are organized according to the six capacity elements listed earlier. The Inventory will be very useful in creating and later implementing your capacity building action plan. Also consider: R Education and training program (Possible sources: staff and capacity building consultants, local United Way, state association of nonprofits, university-based training resources, etc). R Technical Assistance (Possible sources: staff and capacity building consultants, other consultants, local United Way, state association of nonprofits, university-based consulting resources, etc). R Peer exchanges (with other nonprofits). Example: Meeting with Executive Director of a nonprofit that has developed an exemplary new staff orientation program. R Research on and referrals to existing resources. Example: capacity building consultants or others identify a nonprofit technical assistance provider that offers risk management training. R Print, audio, web, and/or video self guided resources. Example: staff and capacity building consultants or others assemble package of resources on leadership succession planning R Field trip. Example: Visit another nonprofit to observe a new initiative in action; gather information and ideas for implementing a new service/program.
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