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Strategic planning

A clear plan for the next one to three years.

We help your board and staff agree on where you are going and how to get there, so growth is intentional, not a reaction to every opportunity.

The problem

Reacting to every opportunity, with no plan.

Without a plan, a small org chases each new grant or idea and stretches thin. The board and staff are not always pulling the same direction.

How it helps you grow

Focus, alignment, and a plan you will use.

Everyone aligned

Board and staff on the same page about what matters most.

Priorities, not a wish list

A focused set of goals you can actually pursue.

A plan you will use

Clear steps, owners, and dates, not a document that sits on a shelf.

Growth on purpose

Room to say no to the wrong things and yes to the right ones.

What's included

What we handle for you.

  • Stakeholder interviews
  • A facilitated planning session
  • Mission, vision, and priorities
  • A one to three year plan
  • An implementation roadmap
  • A board or staff presentation
Sample case study

A growing services nonprofit gets focused.

An illustrative example of the kind of work we produce.

The challenge

New opportunities kept pulling the team in different directions, and the board was unsure of the priorities.

What we would do

Interview stakeholders, facilitate a planning session, and write a focused three-year plan with a clear roadmap.

The kind of result

A team that knows its top priorities and a board aligned behind them, with a plan they actually follow.

Sample work

A look at the work we produce.

Click any card to preview a full sample.

Plan on a page, sample

Mission, three priorities, and the goals under each, on one page.

View the sample
Priorities map, sample

Ideas sorted by impact and effort, so the team knows what to do first.

View the sample
Roadmap, sample

A 12-month roadmap with owners and quarters.

View the sample

Ready to plan ahead?

Book a free fit call and we will talk through where you want to be in three years.