Strategic Planning

You can’t plan an effective route to your destination if you don’t know the terrain.

We facilitate discussions that result in the development and creation of an effective strategic plan that functions as your roadmap to a sustainable institution.

How We Help with Strategic Planning

Strategic Planning Workshop

We begin by leading a strategic planning workshop with key stakeholders. We’ll walk your team through setting the agenda, reviewing your mission, brainstorming strategic goals, developing action plans, setting performance metrics, evaluating SWOT/risk assessments, and documenting the conversation. We also survey other participants in your organization to seek honest feedback. Collectively, this information forms the basis for the strategic plan.

We compile the collected data into a report for you and your team to review.  Next, we work collaboratively to finalize strategic goals, prioritize action plans, and assign resources and timelines for completion.

In the end, you will have a comprehensive strategic plan customized to support your mission and goals. We also ensure the strategic plan can be easily updated annually to record your organization’s accomplishments and progress.

Ask Us About Strategic Planning