Strategic Planning
We don’t believe in “one-size-fits-all” solutions or long-term plans that sit on the shelf collecting dust. Instead, we create actionable 1-3 year plans that focus on what matters most to your organization’s growth and impact.
Our plans are built to be adaptable to accommodate shifts in funder priorities, evolving industry trends, and changing organizational needs. We will work with you to identify priorities, refine strategies, and set a clear path forward that drives measurable progress.
Who It’s For
Our Strategic Planning Service is ideal for organizations that:
✓ Are ready to scale their impact or expand their programs
✓ Need clarity on priorities and actionable next steps.
✓ Are looking for a high-level plan to guide their efforts without getting lost in the details.
How It Works
1
Discovery Session
We will meet with your team to assess your organization’s current challenges, goals, and priorities. Stakeholder interviews and surveys will also be conducted as needed.
2
Plan Development
We will create a custom 1-3 year strategic plan that includes goals, priorities, actionable strategies, timelines, and milestones tailored to your organization’s needs
3
Plan Review & Handoff
We will review the plan together, answer your questions, and finalize any details. If desired, we can also do a final presentation for your board or other stakeholders.
Strategic Planning Overview
Creating a plan for the future without a clear framework can result in misaligned priorities and missed opportunities. Our 6 to 8-week Strategic Planning service helps your organization focus on what truly matters and provides an actionable roadmap that drives measurable progress and impact.
What’s Included:
Organizational Review: We’ll evaluate your current mission, vision, and organizational structure to ensure your strategy is aligned with your goals.
Stakeholder Input: We’ll gather insights from key stakeholders, ensuring that your plan reflects the needs of your team, funders, and the community you serve.
Priority Setting: We will identify your organization’s top priorities and focus areas for the next 1-3 years to ensure a clear path toward achieving your goals.
Strategy Development: We’ll design a tailored plan with high-level objectives, timelines, and key performance indicators (KPIs) to guide your organization’s efforts.
Implementation Guidance: We’ll provide strategic advice on how to execute the plan, ensuring you stay on track and adapt to any necessary changes as your organization grows and evolves.
Recommendations: You’ll receive high-level, actionable recommendations for staying aligned with your strategic goals, with advice on potential adjustments as needed.
Investment:
Our strategic planning service starts at $5,000. The final price depends on factors such as the size and complexity of your organization, the scope of the planning process, and any additional services or customization required. We will discuss your unique needs during our initial consultation to provide a tailored estimate and ensure that our approach aligns with your goals.