Robert M. La Follette School of Public Affairs

Strategic Planning Considerations for Expansion of Low-Income Tax Preparation Services in the Metropolitan Chicago Area

This report emphasizes three key factors to guide a non-profit organization as it implements its strategic plan to develop its services to provide free tax preparation to low-income individuals and families: site operations, volunteer participation, and potential expansion. It examines each factor from two perspectives: identification of operational baseline conditions, and analysis of strategic planning considerations. The authors translate these factors into objectives that motivate their final recommendations and support the Center for Economic Progress’s desire to expand its services throughout metro Chicago: improving site efficiency, increasing volunteer satisfaction and retention, and systematically evaluating expansion. Policy brief

Additional Info

  • Volume or issue no.: Workshop in Public Affairs, Public Affairs 869, taught by J. Michael Collins in Spring 2015
  • Author(s): Don Eggert, Ben Emmel, Bennett Javenkoski, Princess Ojiaku, Mallory Palmer
  • Client Name: Center for Economic Progress