Strategic Planning

Too many strategic plans sit on a shelf collecting dust. Yours doesn’t have to! We believe in developing organizational plans that inspire, but that also are achievable and actionable and provide for accountability and agility in the face of ever-changing circumstances. We’ll work with your leadership team to ensure that your next strategic planning effort—whether you’re starting fresh or modifying your existing plan—achieves results.

Our approach to strategic planning

Collaboration is at our core. We'll work with you to gather insights using proven self-assessment tools and one-on-one interviews to inform a robust analysis that guides planning discussions.

Our approach is based on real-world experience and developing a thorough understanding of the unique hurdles your organization faces. Merging a research-driven approach with forward-thinking strategies, we can help you craft plans that are not only visionary but practical and that provide for adaptability in a fast-changing environment.

Strategic Planning services offered

Situation analysis

We’ll begin by reviewing the internal and external factors that affect the profession and organization and then work with leaders to build a roadmap for adapting, surviving, and thriving in an uncertain environment.

Planning session facilitation

The centerpiece of a successful plan is careful execution of board or stakeholder sessions that result in consensus around an organization’s aspirations, goals, and strategies. We can facilitate meetings that navigate difficult topics, build consensus, and achieve enthusiasm about the direction forward.

Organizational assessment

Many organizations are facing unprecedented challenges, including new competitors, outdated business models, and/or declining revenues. We’ll leverage our experience to help you identify the most critical issues and craft a roadmap for adaptability and growth.

Coming soon!

Client Case Studies

Explore how we’ve helped other nonprofits and associations create inspirational and actionable strategic plans. These success stories demonstrate our commitment to understanding the environment and the ideas and needs of all stakeholders, leading to a practical roadmap to achieving your mission.