Strategy and Planning

Providing direction and tactics to help you meet your financial goals and reach your audiences

Every day, you compete for the attention of consumers. Whether you are raising money or selling a product, your message is among the thousands of marketing impressions people see each day.

You need to stand out to be seen and heard. You also need to have a plan that fits your organization, aligns with your goals and can be measured for success.

Our team will work with you to develop custom strategies and plans to help you meet your fundraising and marketing goals and get you in front of the right people, at the right time and in the right way.

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Strategic planning

We take your vision and work with you to help bring it to reality. We bring teams together to create plans that are actionable and measurable.

Long-range strategic plans, business plans, operations plans, annual plans

Board management

We know that managing a board is hard. We structure the right strategy and plans so your board will work with you to achieve your organizational goals.

Board recruitment, board training, board development


We work with you to develop plans and strategies to help you manage your fundraising program, raise more money and build a sustainable future.

Annual and year-end campaigns, acquisition, major gifts and planned giving, special campaigns, grants

Social media

​We build social media strategies that you can manage, are aligned with your organization’s goals and reach the right audiences.

General social media strategy, special campaigns, paid and organic posts, event strategy



Marketing & communications

We help you get a better understanding of your client/donor and develop strategies to reach them at the right time and in the right way.

Marketing assessments, marketing plans, communications plans, inbound marketing strategy


Brand strategy & rollout

​We treat your brand as more than just a logo. We develop strategies and processes that make your brand recognizable and memorable.

Brand rollout, brand integration, brand ID, persona development

Schedule a call today