Strategic planning

Taking your vision and helping you put it into action

Most nonprofits have plans, checklists and processes that help them achieve their annual goals. But many lack a longer-term strategic plan with solid, measurable goals that outlines their vision for the next three to five years.

Our consultants will work with your team to develop a strategic plan to help your nonprofit achieve its long-term vision. We have years of experience working with and in the nonprofit sector and use a proven strategic planning process based on nonprofit and for-profit best practices. Our process is:

  • Data-driven
  • Collaborative
  • Focused
  • Inclusive

In addition to developing your plan with you and your team, we are here to help you implement your plan through additional training and coaching.


What makes us different than other strategic planning firms?

We know you have choices when it comes to selecting a nonprofit strategic planning firm. Most firms develop the plan and leave implementation strategies up to you. Our plans are developed with implementation and accountability at their core because we believe the most successful strategic plans are actionable and involve people at all levels of your organization.

We also are relationship driven in all that we do. We take time to listen and connect with your leadership team, your board and staff at all levels to give us insight into your mission, vision and challenges.

Discovery & plan development

We combine a comprehensive research and discovery process with stakeholder planning sessions to develop your strategy. We use this information to develop dashboard and strategic plan documents that are goal-driven and measurable.

Expanded dashboard development

We know the work to accomplish strategic plan goals often falls on staff who didn’t develop the plan. We will work with your team to build out task lists, create accountability structures and develop an expanded dashboard to organize roles and responsibilities.

Implementation & accountability

We help you bring your plan to life and accomplish your goals. Our ongoing accountability coaching and team training will help you stay on task with your strategic plan and provide your team with skills to complete the plan.

Schedule a call today