Strategic Planning

Working with key leadership, we gather information, find opportunities and, with staff, develop strategic initiatives and plans. Often this process begins with a senior leadership retreat which we can also help you prepare and facilitate.

A strong plan ties together short-term and long-term objectives with budgets to funnel board and staff in the same direction. It enables your leadership team to press pause and envision the future. Our process begins with a conversational “audit” of where you have been and why you are choosing to embark on a new strategic plan…now. Together, we will create a meaningful working document—a document that is actionable and not just a shelf ornament.