Annual

Look back. Look forward.

Assessment and plan in one place: purpose alignment, three priorities, membership health, and the leader’s personal stewardship.

CoalitionYearLeader

Part A · Look back

Is the stated purpose still accurate?Alignment with purpose this year (1–5)What changed in the issue, environment, or community?What contributed most to progress — and what limited it?

Part B · Look forward

Why does this coalition exist?At the end of 12 months, what should be meaningfully different?

Priority 1

PriorityDesired result

Success measureOwner

Key actions

Priority 2

PriorityDesired result

Success measureOwner

Key actions

Priority 3

PriorityDesired result

Success measureOwner

Key actions

Leaders and organizations to inviteExpertise, geography, or relationships currently missingShared learning to surface this yearThree things the Coalition Leader must personally steward