Think Strategically while Acting Decisively

Top Strategic Planning Services

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  • End-to-end strategic planning facilitation that guides organizations through a structured process to develop multi-year strategic plans. This includes stakeholder engagement, environmental scanning, and creation of actionable strategic frameworks.

    Key Components:

    • Stakeholder engagement and input gathering

    • Environmental analysis and market assessment

    • Mission, vision, and values development or refinement

    • Goal setting and priority identification

    • Implementation planning and resource allocation

  • Comprehensive evaluation of an organization's current state, including strengths, weaknesses, opportunities, and threats (SWOT analysis), organizational capacity, and operational effectiveness.

    Key Components:

    • Internal capacity assessment

    • Program effectiveness evaluation

    • Financial sustainability analysis

    • Leadership and governance review

    • Competitive landscape analysis

  • Facilitation of processes to create, refine, or refresh organizational mission statements, vision statements, and core values that align with stakeholder needs and organizational purpose.

    Key Components:

    • Stakeholder input collection and synthesis

    • Alignment workshops and retreats

    • Language development and refinement

    • Board and staff alignment processes

    • Community and beneficiary engagement

  • Creation of comprehensive frameworks that articulate how an organization's activities lead to desired outcomes and long-term impact, providing clarity on the causal relationships between programs and results.

    Key Components:

    • Impact mapping and outcome identification

    • Assumption testing and validation

    • Program logic development

    • Metrics and measurement framework design

    • Evaluation planning integration

  • Systematic analysis of external factors affecting the organization, including demographic trends, funding landscape changes, regulatory environment, and competitive positioning.

    Key Components:

    • Trend analysis and future scenario planning

    • Stakeholder mapping and analysis

    • Funding landscape assessment

    • Regulatory and policy environment review

    • Community needs assessment

  • Development of strategic frameworks for program design, evaluation, and portfolio management to ensure programs align with mission and achieve maximum impact.

    Key Components:

    • Program effectiveness assessment

    • Portfolio prioritization and optimization

    • Resource allocation strategies

    • Program expansion or elimination decisions

    • Impact measurement planning

  • Development of comprehensive financial strategies and sustainable business models that ensure long-term organizational viability and growth capacity.

    Key Components:

    • Revenue diversification strategies

    • Cost structure optimization

    • Financial scenario planning

    • Earned revenue development

    • Endowment and reserve planning

  • Creation of detailed implementation roadmaps with timelines, resource requirements, and change management strategies to ensure strategic plans translate into actionable results.

    Key Components:

    • Implementation timeline development

    • Resource allocation and budgeting

    • Performance measurement systems

    • Change management strategy

    • Staff and board engagement planning

  • Strategic planning specifically focused on board development, governance structures, and leadership effectiveness to support organizational strategic goals.

    Key Components:

    • Board composition and recruitment planning

    • Governance structure optimization

    • Board role clarification

    • Leadership succession planning

    • Board performance enhancement

  • Development of flexible strategic frameworks that can adapt to changing circumstances, including scenario planning and risk management strategies.

    Key Components:

    • Multiple scenario development

    • Risk assessment and mitigation planning

    • Adaptive strategy frameworks

    • Crisis preparedness planning

    • Opportunity identification systems