Tag 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 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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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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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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How to Implement your Strategic Plan

In January, we kicked off our Exercise Your Impact campaign. Throughout 2019 we’re sharing tools and resources that highlight critical phases of organizational planning. Our first quarter focus is on the first phase: Strategic Planning. As we finish out the quarter, we want to provide some tips on how to use and implement your strategic plan.…

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3 Steps to Facilitate a Strategic Planning Retreat

What comes to mind when someone says the word “retreat”? In the dictionary, “retreat” has a few different meanings: an act of moving back or withdrawing; a quiet or secluded place in which one can rest and relax; an act of changing one’s decisions, plans, or attitude, especially as a result of criticism from others.…

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Getting the Most Out of Your Needs Assessment

Recently Transform Consulting Group finished the annual needs assessment for the Indiana Head Start State Collaboration Office (IHSSCO).   Each Head Start State Collaboration Office is required to annually submit a needs assessment, which informs their strategic plan goals and objectives.   IHSSCO uses their needs assessment to inform their annual work plan, and all organizations…

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Why Are Financial Goals Important?

Your organization probably has a mission statement and strategies in place for achieving your program goals, but do you also have concrete financial goals? Whether you administer a nonprofit, faith-based organization, or a small business, you have to think about the financial health of your organization. Your mission and program goals are, by definition, tied…

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NAEYC’s New Strategic Direction

  Every year, businesses make the dash to evaluate their strategic plans and refine goals. Nonprofits are no exception. The National Association for the Education of Young Children (NAEYC) is leading the charge in creating a completely new and innovative Strategic Direction. These new changes were formed through utilizing the opinions of NAEYC members, leaders,…

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