All Environmental Funds go through various types of planning exercises ranging from large-scale visioning to strategic planning, and then to business plans, annual work plans and ultimately to yearly budget projections. 

Visioning: while visioning usually occurs in the Start Up phase major changes in the environment and/or organizational capacity can require modifying long-term visions. The Dutch Caribbean Nature Alliance shares their recrafted vision as they plan ahead to deal with major governance changes in the Netherland Antilles.    

Needs Assessments: for Funds designed to provide financial support to the country’s conservation areas, long-term needs assessments for the protected area system are often a precursor to effective planning, and will need to be updated on a regular basis.

Strategic Plan: once the scope of the need is clear, strategic plans determine where an Environmental Fund is going in a defined time period, how it plans to get there, and how it will know if it is successful or not.  

Business plan: business plans provide more specific actions including time frames and clearly assigned roles for staff and/or Board members to advance the Fund’s strategic goals.

Fundraising Plan and Communication Plan: finally, some parts of an Environmental Fund’s work are so critical that specific plans are developed for major programmatic areas such as fundraising plans and communication plans.

Additional resources on Planning for nonprofit organizations are incorporated as documents and links, such as:

Civicus Planning Toolkits

Conservation by Design Gateway

Setting SMART objectives