Strategic Planning

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Practical planning yields practical results. Our unique 10 step methodology is relatively simple, inexpensive, and will take you to the next level of resource generation you want to reach.  

  1. Collaboration with staff, volunteers and stakeholders.
  2. Review mission and vision statements for relevance.
  3. Explore funding sources, programs, challenges and priorities.
  4. Analyze strengths, weaknesses, opportunities and threats (SWOT).
  5. Investigate and profile competition and similar organizations.
  6. Reach organizational consensus on future priorities.
  7. Present revenue generation options to finance priorities. 
  8. Develop new goals, objectives and strategies to address priorities.
  9. Create a plan of action to execute strategies and reach objectives.
  10. Apply a monitoring process to keep everything on track. 


The steps above provide a template that has been key to our success. However, we know that every organization has unique needs, circumstances and challenges. Tell us a little bit about your organization, and we will prepare a customized strategic planning process that makes sense and is easy to follow. Plus, we will be by your side every step of the way.