Strategic Planning That Brings Clarity and Action
When the future feels uncertain, a strong strategic plan can make the difference between reacting to change and leading through it. Our approach to planning is designed for organizations, departments, and communities that need clarity, alignment, and actionable steps to define their future desired state. We help to create documents that work within your organization. You’ll come back to these documents as you do your day-to-day work.
Why Strategic Planning Matters
We believe the process of strategic planning is just as important as the output. A well-facilitated planning process creates alignment, surfaces new opportunities, enables collaboration and helps prepare for an unpredictable landscape. The right conversations can strengthen internal operations, deepen stakeholder trust, and give you the raw material for operations, communication, stakeholder engagement, and fundraising activities.
How We Work
Every organization is different, but our process typically includes three key phases:
1. Draw from the Voices of Your Stakeholders
We begin with stakeholder input, often through a short survey or targeted conversations. This ensures the process is informed by their perspectives, including those who may not be in the room during planning sessions.
2. Facilitate the Conversations That Matter
We design and lead a strategic retreat (either in person or online) that brings your team together to clarify vision, mission, and values. We can help teams work through challenging conversations. We explore current strengths and challenges, identify opportunities, and set shared priorities. These sessions create the foundation for strategies that are realistic and resilient.
3. Plan Development Support
We provide templates, organize insights from your sessions, and offer feedback on drafts. While we do not ghostwrite plans, we guide your team so the final document reflects your priorities and voice. Plans that are owned by your leadership and written in your voice are far more likely to be implemented.
What You Gain
Our clients often describe these sessions as transformative. They leave with:
- A clear mission, vision, and values
- Shared priorities and practical next steps
- A framework for adaptiveness and resilience
- Stronger connections across teams and stakeholders
- A plan that is actionable and co-owned by participants
What Clients Say
“Thank you for the amazing job you did with our strategic planning session. This has been long overdue for [our organization], and I’m excited to use this experience to help guide the [organization’s] future.”