Strategic Planning

 How does our strategic planning process work?

After initial information has been gathered, we host a facilitated kick-off session with key stakeholders. From there, we guide you through steps to create your own Real-Time Strategy.

1. Know Yourself and Your Market

• • Revisit your mission, vision, and action plan. Is it current?
  • Who are your stakeholders, competitors, and collaborators?
  • What is your market? Who are you serving?

2. Build on Strengths

• • What are your organization’s key strengths?
  • What differentiates you? How are you unique?

3. Strategy Screen

• • Are you aligned with the organization’s mission and purpose?
  • What criteria guide your decisions?

4. The Big Question

• • What’s really going on and what should you tackle first?

5. Next Steps Work Plan

• • Your action plan for timeline, accountability, and results
  • Measure progress, and adjust quarterly

6. Wrap Up

• • Your final report includes an executive
    summary and your fully developed work plan.
  • You are then equipped with the tools you need to evaluate your goals and tasks quarterly.

Our strategy experts don’t just create vision. We handle every aspect of nonprofit management: from development and administration to analytics and marketing.

Tools for Success — What we Provide:

• Background surveys & information gathering
• Facilitation of work sessions
• Worksheets to continual planning and evaluation
• Final wrap-up document & follow-up session with leadership