Strategic Planning

Why Strategic Planning Matters

How can you reach your goals without a clear roadmap? Strategic planning provides the direction and clarity your organization needs to succeed. I specialize in helping organizations define their goals and establish measurable objectives, ensuring a straightforward path to success.

With extensive experience in guiding nonprofits and other organizations, I help identify strategic imperatives and craft actionable plans. My clients and their leadership teams consistently express satisfaction with the clarity and usability of their strategic plans, which enable them to act decisively and effectively.

What is Strategic Planning?

Strategic planning is a critical process that allows organizations to identify their objectives and outline the steps needed to achieve them. A well-crafted strategic plan serves as a blueprint for your organization’s future, offering:

• A clear vision of success
• Defined objectives and goals
• A detailed pathway to reach desired outcomes

My Strategic Planning Services

I offer comprehensive services to ensure your organization develops an effective and actionable strategic plan:

• SWOT Analysis: Assess your organization’s Strengths, Weaknesses, Opportunities, and Threats. If you already have a SWOT analysis, I’ll review and validate it with key stakeholders.
• Mission, Vision, and Values Review: Ensure your foundational statements align with your strategic goals.
• Strategic Imperatives, Goals, and Objectives: Identify priorities and set measurable objectives.
• Comprehensive Strategic Plan Development: Outline actionable steps to achieve your vision.
• Tactical Implementation Process: Define a detailed approach to bring your strategic plan to life.
• Progress Monitoring and Evaluation: Establish methods to track and measure progress toward your goals.

My Process

I follow a structured, collaborative process to ensure your strategic planning experience is productive and tailored to your organization:

1. Leadership Engagement: Collaborate with leadership to define the process, identify stakeholders, and outline the plan.
2. Strategic Retreat Planning: Organize a retreat that gathers the right people to contribute effectively.
3. Facilitation: Lead the retreat and meetings to maintain focus and productivity.
4. Input and Feedback Gathering: Capture insights from all participants.
5. Drafting the Plan: Develop a comprehensive draft based on retreat outcomes.
6. Leadership Review: Refine the draft through follow-up meetings with leadership.
7. Final Plan Creation: Deliver a polished strategic plan, including a board presentation.
8. Public-Facing Document Design: Create a professional document for web content, fundraising, public relations, and staff onboarding.

Let’s Start Your Strategic Planning Journey

Strategic planning is essential for navigating challenges and achieving long-term success. For a free introductory discussion about your organization’s strategic planning needs, contact me today.

Schedule a Consult