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Strategic Planning

Strategic Plan Development:

Creating a Clear, Shared Roadmap for Your Mission

Your strategic plan should tell the story of where your organization is going—and how your people, priorities, and resources work together to get there. Our goal is to make your plan clear, actionable, and easy for anyone to understand, whether they are staff, Board members, funders, or community partners.

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We believe effective planning starts with understanding both the individuals and the organization. We use humble inquiry, curiosity, and deep listening to ensure your mission remains at the center of every decision. When stakeholders, Board members, and staff are directly involved in establishing priorities, their buy-in grows dramatically, creating stronger engagement, alignment, and momentum.

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Our approach includes a comprehensive discovery process—surveys, interviews, listening sessions, and thematic analysis. to uncover the insights needed to define meaningful goals, strategies, and success measures. The result is a strategic plan that is practical, strengths-aligned, and truly reflective of your organization’s vision and capacity.

 
Our Expertise Includes:
  • Developing Full Strategic Plans (3-5 years) 
    Clear, actionable plans that reflect your mission, strengths, and long-term goals, crafted in a way that anyone can understand and use.

  • Supporting Organizations Through an Inclusive Discovery Process
    Thoughtful engagement of staff, Board, and community stakeholders to ensure shared ownership and alignment.  Our process includes using survey tools as well as focus groups ensure we hear and test ideas among your community. 

  • Developing Action Plan (1 year) 
    Translating your strategic plan or budget into a focused one-year action plan that highlights high priorities, essential building blocks, and clear next steps to move your organization forward with confidence.

Our dedication to strategic planning is fueled by a commitment to helping organizations thrive. We believe that strategic planning is not just a task but a transformative process that empowers organizations to achieve their goals and make a meaningful impact.​Our approach is rooted in simplicity and effectiveness. We understand that the complexity of strategic planning can be daunting, which is why we've developed a straightforward and easy-to-accomplish process and options to fit your unique organizational goals. 

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Let's Work Together

The initial step in crafting a successful plan is to engage in thoughtful consideration and connection.  Let's connect.

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