Guide / Resources / Money / Mission Matrix

Core tool

Money / Mission Matrix

plot money against mission

ToolMoneyDiversified

what it is

Plot money against mission

Plot every activity and income stream by the two things that matter most: the mission impact it creates, and the money it makes or costs. Seeing them together turns 'should we keep doing this?' into a conversation you can actually have.

Mission impact (low → high)
The heart
High mission, costs money. Worth sustaining — but be honest about how it's funded.
Sustain & grow
High mission and brings money in. Protect these; invest where you can.
Question hard
Low mission and costs money. Stop, fix, or let go — with grace.
The engine
Low mission but funds the work. Keep it healthy; watch for mission drift.
Financial contribution (loss → surplus)

Where you place something is the start of the conversation, not the end of it.

how to use it

Run the matrix

1

List everything

Every activity, programme and income stream — on its own sticky note.

2

Place each one

Position it by mission impact (up) and financial contribution (right). Argue the placements out loud.

3

Read the spread

Are you crowded in one quadrant? Over-reliant on one engine? Subsidising more than you realised?

4

Ask the quadrant questions

For each cluster: grow, sustain, fix, or let go? Name the deliberate choices.

5

Decide and revisit

Agree a few moves. The mix will change — come back to the matrix as it does.

reflect

Questions to sit with

01

Where is our balance of money and mission right now?

02

Which activities are we subsidising — and is that a deliberate choice?

03

Which "engine" activities fund the mission, and how healthy are they?

04

What's low on both — and why are we still doing it?

resilience

Why this matters

A resilient organisation is Diversified — it generates income from a healthy mix of purpose-aligned sources and balances money and mission.

The matrix doesn't make the decision for you. It makes the trade-off visible — so the choice to sustain, grow or let go is a deliberate one, taken together.