Strategic Planning Template

Instructions Regarding the Forms & Templates:

The way these are set up is that they are templates for you to make a copy of and use within your own Google account. This ensures you have full editing control and privacy over your organization's data.

Here's how to access and set up your forms using Google Forms:

Access the Form Link: Click on the links provided below. These links will open the forms directly in an editable view.
IMMEDIATELY Make a Copy: As soon as the form opens, you must make a copy to save it to your own Google Drive. To do this, go to the three vertical dots (More options) in the top right corner of the form, then select "Make a copy.” Then close the original form link.
Rename and Customize: Your new copy will be saved in your Google Drive. You can then rename it (e.g., "Your Organization - Board Audit Form"), customize questions, add your branding, and modify it to perfectly fit your organization's needs.
Share Your New Form: Once you've customized and published it, you can share the link to your new copy of the form with your board members to collect their responses.
This process ensures that you have a completely separate, editable version of each form, and all responses collected will be stored directly in your Google account, safe and private.