To create a powerful and accurate funding strategy for your organization, please complete this form as fully and clearly as possible. The information you provide will help us match you to the most aligned grant opportunities and prepare strong submissions on your behalf.

If there are any questions you are unsure about, answer to the best of your ability and continue forward. This form is required before your grant coordination call, where your dedicated grant coordinator will review your responses with you and begin matching you with the right grants immediately.

Thank you for completing this form promptly so we can move forward on your funding success without delay.

Quarterly Strategic Planning & Update Form

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Section 1: Contact & Communication

Primary Contact Name:

Best Phone Number *

Organization Name:

What county is your business registered in?

Preferred Email *

Preferred Method of Contact

Section 2: Goals & Vision

Has your organizational goals changed?

If yes please explain:

Top 2-3 goals for the next 90 days (outside of funding):

What does your vision of success look like?

If you can make theme for your year what would it be?

Example: Year of the dragon, rise of the pheonix.

Section 3: Funding and Financials

Funding received since last check-in:

IRS Form 990 Status:

Need support with Form 990?

Recent business / program expenses (approx):

-Staffing- Marketing- Program Supplies- Rent- Insurance- Tech- Trade- Legal- Consultants

Section 4: Compliance & Readiness

Are you personally up to date with tax filings?

Need help getting into compliance?

Preferred application process:

2026 Strategic Vision & Growth Planning

What 3 roles if added today would add the most value to your mission?

Areas where you need more support:

Upcoming events we should support?

Event + contact infomation

Section 5: Feedback, Referrals & Support

Suggestions, Concerns, or Praise: