Category Archives: Strategic Planning

Strategic Plan Step 4: Tools to Create

Congratulations! You have journeyed through the 4 steps of our Strategic Planning Process and you’re ready for the final step: Create. (We covered steps 1, step 2, and step 3 in previous blogs). The goal of a strategic plan is to develop timely, relevant, and action-oriented plans for the future of your organization. Once you…

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Strategic Plan Step 3: How to Reach Consensus

We are continuing our blog series on strategic planning by focusing on Step 3 of our 4 Step Strategic Planning Process: Facilitate Consensus. Read more about our previous strategic planning blogs in this series here, here, and here.  The main purpose of this third step is for the strategic planning team to start to reach…

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Strategic Plan Step 2: Assess

At Transform Consulting Group (TCG), data informs everything we do when working with clients. It should be no surprise that our #datanerds will spend a majority of our engagement assessing your data to inform the overall direction of your plan. It’s a critical step in the process! We shared a quick overview of our 4…

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4 Steps of Strategic Planning

We have the privilege of working with several organizations every year to help create their “road map” or strategic plan for the next 3-5 years.  In the course of completing these strategic plans, we have developed a formula that guides the process by following four key steps.   1. Collaborate Good strategic plans are not…

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When and How to Create a Strategic Plan

We often talk with clients who identify barriers to their success, but they don’t realize that they may need to create a strategic plan in order to accomplish their goals. In other cases, our clients do recognize their need for a new strategic plan, but they lack the expertise and capacity to develop it on…

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8 Signs You Need to Hire a Consultant

We are heading into the second quarter of 2022, and are you wondering if you need to hire a consultant? Before joining the Transform Consulting Group (TCG) team, I worked 13 years in the nonprofit sector as a practitioner and leader who hired and managed consultants. Now, as the consultant, I’m on the other side…

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2020 Year in Review

2020 was a difficult year for all of us. COVID-19 impacted everyone’s plans and business as we knew it – ours included. (Read COVID-19-specific blogs & resources here, here, here, and here).  We also witnessed our Black neighbors suffer many injustices. Our work is rooted in the desire to improve communities. As a team, we…

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Your Board of Directors Can Be Your Greatest Ally

A nonprofit’s board of directors can be an organization’s greatest ally! This is true in the best of times, and it’s even more important to remember during hard times. The coronavirus pandemic may have changed your programmatic priorities, impacted your fundraising, and more. As a nonprofit leader, you might be more overwhelmed than ever before. …

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