Strategic Planning Consulting
Create alignment around what matters most, then build a plan to make it happen.
We help nonprofit leaders build shared understanding around mission, vision, values, priorities, and direction. Together, we create practical strategic plans that guide decisions, focus resources, and move the mission forward.
Are you facing any of these challenges?
Your board and leadership team are not fully aligned on strategic priorities.
Your mission, vision, or values no longer reflect who the organization is today or who it is becoming.
New opportunities, challenges, and competing priorities keep emerging, but there is no clear process for deciding what matters most.
Your organization has a strategic plan, but it is not guiding day-to-day decisions, priorities, or operations.
Strategic planning can help your organization step back from immediate demands, align around what matters most, and move forward with greater clarity and focus.
Why Strategic Planning Matters
Strategic planning creates a shared understanding of who your organization is, where it is headed, and how it will get there. When board members, leaders, staff, and stakeholders engage in meaningful conversations about mission, vision, values, priorities, and direction, they build the alignment and ownership needed to make confident decisions, focus resources, and turn the plan into action.
Our Strategic Planning Services
Every strategic planning engagement is shaped around the organization’s needs, culture, goals, and desired outcomes. We intentionally design retreats and planning sessions to give everyone meaningful ways to share their perspective and ensure diverse viewpoints are considered. Through skilled facilitation and deep listening, we help participants listen to one another, develop a fuller picture, build shared understanding, and align around the path forward.
Services may include:
Strategic planning retreats and work sessions
Mission, vision, and values exploration, development, refinement, and alignment
Strategic priority and goal development we also provide a structured framework for teams to develop workplans
Review of the current strategic plan and planning history to surface what is working and what needs to change
Surveys, interviews, listening sessions, and stakeholder engagement
KPI and success measure development
Organizational identity and culture exploration
Environmental scanning using SWOT, PESTEL and other frameworks
Implementation planning, including management routines, progress reporting, and ownership of strategic priorities
Our Approach:
No two strategic planning processes look exactly alike because no two organizations are exactly alike.
We tailor each engagement to the organization's needs, culture, goals, and desired outcomes. At the center of our approach is skilled facilitation that helps groups surface different perspectives, build shared understanding, and align around what matters most. We create space for meaningful dialogue, thoughtful reflection, and collaborative decision-making so that the process itself builds ownership, commitment, and momentum for the future.
Throughout the process, you can expect:
A process tailored to your organization's culture, goals, and needs
Meaningful opportunities for board members, staff, stakeholders, and community voices to contribute
Skilled facilitation that helps groups navigate different perspectives and engage in productive conversations
A thoughtful balance of reflection, dialogue, and practical decision-making
A focus on building alignment, shared ownership, and commitment to the plan
An implementation-oriented approach that keeps strategy connected to day-to-day operations and long-term impact
Organizations Leave Our Strategic Planning Process with:
A strategic plan that actively guides the organization’s work and future decisions
Stronger alignment across board, leadership, and staff around mission, vision, values, strategic priorities, and direction
Clear priorities that focus the organization’s energy and resources
Shared ownership of the plan and commitment to carrying it forward
Greater confidence when making decisions in the face of change and uncertainty
Most importantly, your organization gains a clearer sense of where it is headed and a practical path for moving the mission forward. The result is a strategic plan that helps focus where resources are deployed and supports aligned decision-making across the organization because it is grounded in thoughtful conversations about what you do, why you do it, and how you do it.
“They continually assessed and adjusted methods, resulting in customized support that fully met our needs.”
Kelly Berardelli, President and CEO of Sertoma Star Services
Learn More
Articles
Guides and Downloads
Videos
