Strategic Planning Support
Creating and tracking a written two-to-three-year strategic plan is critical for successful nonprofits. Our strategic planning professionals expertly guide nonprofit leaders/staff/stakeholders through this process to chart a course to meet their goals, objectives, and timelines. The plan helps nonprofits focus their efforts on high-impact outcomes and long-term sustainability. This strategic plan is a vital living document designed to guide nonprofits to their next levels of success.
A Roadmap to Purposeful Impact and Enduring Change
Every thriving nonprofit shares a common trait: a clear, compelling vision for the future—and a courageous, actionable plan to get there. Creating and actively tracking a two-to-three-year strategic plan isn’t just a best practice—it’s a lifeline to sustained impact and long-term growth. In a world where needs are urgent and resources are limited, a strategic plan becomes the compass that ensures every decision, dollar, and day of effort contributes to lasting change. It transforms abstract hopes into focused strategies and scattered intentions into measurable outcomes. It ensures that a nonprofit’s mission doesn’t just survive—but thrives, scales, and evolves with purpose.
Our strategic planning professionals walk alongside nonprofit leaders, staff, and stakeholders to co-create a powerful, purpose-driven blueprint for transformation. This is a collaborative and energizing journey—one that invites honest reflection, clarifies vision, and unlocks new possibilities. We help organizations distill what matters most: what to keep, what to change, and where to boldly invest their time and passion. Together, we define bold goals, establish clear milestones, and design realistic timelines that keep your team focused and accountable. Through this process, we do more than produce a plan—we help breathe new life into your mission, reignite a shared sense of direction, and position your organization to respond with agility and confidence to both challenges and opportunities ahead.
The strategic plan process includes the following:
- Facilitating an initial discovery call
- Gathering of history and planning documents
- Conducting a community scan
- Creating a Strategic Plan Implementation Team consisting of an executive leadership team member, two board members, a member of mid-level management, two staff members, and a volunteer in the organization
- Distributing a SWOT survey then convening with team for analysis
- Facilitating a mission and values discovery process to evaluate and articulate organizational vision in concise and motivational terms*
- Conducting an “Organizational WIN” process that defines the organizational win and measurable contributions toward shared employee engagement around the mission statement*
- Developing the Strategic Plan with articulated goals and tactics identified by month and year
- Engineering the corresponding Work Plan that identifies who is championing a goal/tactic, who is collaborating on the goal/tactic, and target dates
- Submitting the draft of strategic plan and work plan to the organization for review
- Finalizing Strategic Plan and Work Plan
- The Strategic Plan Implementation Team will drive focus and clarity in the process.
- The Strategic Plan Implementation Team will oversee recalibration, ensuring you’re always moving in the right direction.
*Elective additional services
