Strategic planning sets an organization free. We firmly believe this from observations of successful organizations over many years in this field. Strategic planning is the work that forms the foundation of a well-run organization, the work that ensures generative and creative thinking. And importantly, it is the process to make certain that resources are used wisely in pursuit of clearly defined goals.

Our strategic planning process brings all members of the organization into agreement about objectives, priorities and allocation of human and financial resources. Our work insists on measurement and accountability, especially in these austere financial times.

We create plans that are complex enough to express the company’s mission, vision, broad goals, and challenges, but simple enough to be used every day by staff, board and volunteers to advance the organization. We focus on creating buy-in from the organization’s key players, knowing that daily actions flow smoothly when strategic plans are done with the full input, open minds and rampant creativity of these key people.

Strategic Planning Services

• Board, staff, patron and donor assessments and analysis
• Meeting facilitation and post-session analysis
• Goal and strategy creation
• Operating plan development
• Monitoring and evaluation best practices
• Board development (roles, responsibilities, recruiting practices)