Our Strategic Planning Process

Successful organizations are guided by sound strategy that can be adapted to internal and external changes. 

Our process is shaped by listening to understand your mission, needs, priorities, purpose, and values. It is informed by the voices of stakeholders. 

We are committed to giving objective and straightforward feedback and providing new ways of approaching complex problems. 

We can toggle seamlessly from vision to action and offer coaching assistance to implement strategic plans. 

Every organization requires a customized approach. These principles guide all our work together:

Our Five Key Principles of Strategic Planning

1: We move at the speed of trust

It is all about relationships: yours with us, and the relationships you have within your organization, and in your communities. All collaboration requires mutual respect and understanding. We know the process is as important as the plan. We work with you to create a safe space for honest conversations.

2: Including the voices of others

A human-centered orientation and customer or grantee mindset are essential to being relevant. We must explore who your mission and goals directly impact and the connection between your work and their needs. We ensure the voices of your stakeholders are at the table as you make decisions.

3: Leadership is key

We support your board members and executive leadership as they deliberate and work on the strategic plan. Coaching your leadership is an important part of the process. We can also serve as your guide later when you implement your plan.

4: Vision to action

We believe strategic plans are created to help you lead and grow. They are dynamic and flexible, changing as you learn and respond to your environment and the needs of your grantees, communities, and users. We specialize in action plans that create impact.

5: You own the plan

We design and facilitate a process that fits your culture and needs so you can create your own strategy. We seek to empower and support you as you plan for the future you will build.

 

Ready to get started?