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.
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.
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 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
Clearwater Bend fits its whole plan on one page.
An illustrative case study. The sample deliverables it describes are real and open from the cards below.
Clearwater Bend Watershed Council, planning edition: three priorities, seven workstreams, one page the board actually reads.
A 40-page strategic plan nobody opened after the retreat, priorities that changed with whoever spoke last, and a roadmap that hid its slips until they became emergencies.
A plan on a page with countable outcomes, an impact-against-effort map that makes deprioritizing honest, and a quarterly roadmap that shows dependencies and admits slips out loud. The samples below are the working set.
In a planning cycle like this, the plan fits on the board-room wall, the hard calls (like a beloved event that eats eleven staff weeks) get made with numbers on the table, and the roadmap stays true because slipping in public is allowed. Seven workstreams tracked, two proposals deliberately parked: focus you can count.
The real part: Our founder has served as a nonprofit board treasurer and president; these are the pages built for that table.
A look at the work we produce.
Click any card to preview a full sample.
Mission, three priorities, and the goals under each, on one page.
View the sampleIdeas sorted by impact and effort, so the team knows what to do first.
View the sampleA 12-month roadmap with owners and quarters.
View the sampleReady to plan ahead?
Book a free fit call and we will talk through where you want to be in three years.