Strategic
Planning
We help organizations develop clear, actionable strategic plans that align mission, vision, and goals. Our process engages staff, board members, and stakeholders to ensure shared ownership and realistic implementation. We guide organizations through data-driven analysis, goal setting, and measurable outcomes that strengthen decision-making and long-term sustainability. Whether you need a full planning process or facilitation support, we tailor our approach to meet your organization’s unique needs and stage of growth.
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"The team helped us clarify our priorities, strengthen communication across our staff and board, and create a plan that truly reflects our mission and future goals. We walked away with a clear roadmap and renewed confidence in our direction.”
- Executive Director, Youth Sports Project
Our Strategic Planning Process
1
Comprehensive Assessment
We begin by evaluating your organization’s current strengths, challenges, and opportunities. This includes reviewing programs, fundraising, governance, and operations to ensure your plan is grounded in real data and insights.
2
Stakeholder Engagement
Through surveys, interviews, and facilitated conversations, we gather input from staff, board members, funders, and community partners. This inclusive approach builds trust, alignment, and shared ownership of your strategic direction.
3
Facilitated Planning Sessions
We design and lead workshops and retreats that encourage collaboration, creativity, and honest dialogue. These sessions help teams identify priorities, refine goals, and establish a shared vision for the future.
3
Strategy and Goal Development
​Together, we translate ideas into clear, actionable strategies with measurable goals and timelines. This ensures your plan is both visionary and practical, with steps that drive long-term success.
4
Implementation Planning
We help you move from planning to action by outlining responsibilities, timelines, and success indicators. Our team provides the tools and structure needed to keep your plan on track and achievable.
