Strategic Planning Services

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We take great care to work with our clients to design a strategic planning journey that ensures optimal participation from the necessary stakeholders. We assess whether pre-planning work around change readiness and organizational culture are needed and deliver services that ensure your organization has a shared understanding and appreciation of the conditions that make working together on a strategic plan a positive and productive exercise.  

Understanding the current state of an organization, the trends that impact the work of an organization, and what conditions are leading to the need to formulate a strategic plan are essential to creating the knowledge and awareness needed to enter into a strategic planning process. Our assessment tools provide a common under-standing of where the organization has been and where it wants to go providing deeper knowledge and appreciation for what is driving the work.

Knowing your organization's "why" is paramount. Why does it exist? What value does it provide? To whom does it provide that value? What sets your organization apart from others? 

Our planning process uses these questions (and others) to help groups refine, refresh, or craft new mission statements that communicate the essential information about what it is that you do and for what reason.

We believe that every person has a piece of the puzzle that defines the vision of an organization. We use participatory processes to inclusively and respectfully engage diverse stakeholders in creating a collective and practical vision. When people see themselves represented in the vision they are more motivated to doing the work to accomplish it. They are also more wiling to hold themselves and the organization accountable.

Once a vision is established, the work begins to surface the substantial, system-level actions that will help move the organization toward that vision. We use a participatory and collaborative process to surface those actions, assess their feasibility, and prioritize them according to pre-defined objective criteria. These actions are also themed by the intention behind them to produce strategic directions for the organization. 

A good strategic plan includes the specific tasks, resources, performance indicators, timelines, and goals that must be met and/or tracked. A comprehensive implementation plan is built for the first year with these items laid out for each quarter. Retrospectives to review progress and make any necessary adjustments continue afterwards to keep the plan responsive and nimble to changes in the organization's state or context.