Assess and Research
We first begin by completing an internal assessment and an external assessment. For the internal assessment, we will look within the organization to understand some trends and solicit feedback from your staff and clients. During the external assessment, we will gather key indicators relevant to your industry, meet with key partners (past or present funders) for input, and scan your industry landscape to understand the latest trends.
Once we have gathered this comprehensive information, we will package it into a digestible packet and slide deck to share, discuss and unpack at 1-3 planning sessions with your team. We will facilitate thoughtful, interactive and engaging sessions with your planning team to reach consensus on the future of the organization.
Decide and Plan
After the planning session(s), we will take all of the information shared and begin to map out a strategic plan. We often develop three strategic plan deliverables for our clients: 1) a public-facing, one-page overview of your key goals; 2) a strategic plan summary that explains the overall process and strategic plan; and 3) a tactical operational plan for your staff and board to assist with implementing the strategic plan.