Chart Your Course to Greater Impact
In today’s rapidly evolving nonprofit landscape, having a clear, actionable strategic plan isn’t just helpful—it’s essential. Our Organizational Strategic Planning Service guides you through a structured, collaborative process to develop a roadmap for your organization’s future. Whether you’re creating your first strategic plan or refining an existing one, our expert-led approach ensures that your planning process is comprehensive, engaging, and aligned with your mission. We bring stakeholders together, facilitate crucial conversations, and help transform your vision into concrete, achievable goals.
Our Strategic Planning Services
1. Initial Strategic Planning Consultation
Start your journey with a focused session designed to set the foundation for successful planning.
What’s Included:
- Comprehensive needs assessment and goal identification
- Creation of a customized planning roadmap
- Analysis of internal and external factors affecting your organization
- Identification of key stakeholders and their roles
Duration: 1-2 hours
Format: Available virtually or in-person
Deliverable: Detailed summary report with key goals and planning roadmap
2. Full Strategic Planning Process
Our signature service—a comprehensive, collaborative journey to create or refine your organization’s strategic plan.
Key Components:
- In-depth SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)
- Thorough review of mission, vision, and values
- Comprehensive stakeholder engagement
- Environmental scanning and trend analysis
- Strategic goal setting and strategy development
- Creation of detailed action plans with timelines and KPIs
Duration: 3-6 months
Format: Available virtually or in-person
Deliverables:
- Comprehensive written strategic plan
- Facilitated sessions with board and staff
3. Midpoint Review and Adjustments
Ensure you’re on track and making necessary adjustments to achieve your strategic goals.
What We’ll Do:
- Review progress against strategic objectives
- Identify and address barriers to progress
- Update and refine strategic goals and timelines
Duration: 1-2 days
Format: Available virtually or in-person
Deliverables:
- Updated strategic plan document
- Detailed summary report with recommendations for ongoing success
4. Annual Strategic Planning Retreat
Bring your board and staff together for a powerful day of reflection, planning, and alignment.
Retreat Highlights:
- Facilitated review of the past year’s progress and challenges
- Dynamic strategic brainstorming sessions
- Collaborative mission and vision refinement
- Action planning for the upcoming year
Duration: Full day (6-8 hours)
Format: In-person only for maximum engagement
Deliverables:
- Professionally facilitated retreat
- Updated strategic plan or action plan for the upcoming year
Why Choose Our Strategic Planning Services?
- Experienced Facilitation: Expert guidance through every step of the planning process
- Customized Approach: Tailored to your organization’s unique needs and culture
- Stakeholder Engagement: Ensuring all voices are heard and aligned
- Actionable Outcomes: Practical, implementable plans that drive real results
- Flexible Delivery: Virtual and in-person options to suit your preferences
Virtual and In-Person Options
We offer flexible delivery methods to meet your organization’s needs:
- Virtual Sessions: Ideal for initial consultations, planning processes, and midpoint reviews
- In-Person Sessions: Recommended for immersive experiences like full-day retreats or comprehensive planning processes
Is Strategic Planning Right for Your Organization?
Consider strategic planning if you:
- Need to align your board and staff around common goals
- Are facing significant organizational changes or growth
- Want to maximize your impact and effectiveness
- Are seeking to engage stakeholders in shaping your future
- Need to respond to changing external environments
Ready to Start Your Strategic Planning Journey?
Let’s discuss how our strategic planning services can help your organization achieve its mission and vision.