Strategic Planning

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 is key to successful strategic planning.  
  2. Review your mission and vision statements to ensure they are still relevant and applicable. 
  3. Explore your history, successes, funding sources, programs, challenges and priorities.
  4. Analyze your strengths, weaknesses, opportunities and threats (SWOT).
  5. Investigate and profile your competition and organizations similar to your own.
  6. Help you reach organizational consensus on future priorities.
  7. Present fund development and revenue generation options to finance your priorities. 
  8. Develop new goals, objectives and strategies to address these priorities.
  9. Create a plan of action to execute your strategies and reach your goals. and objectives
  10. Apply a method to keep everything on track and incorporate changes to your plan as needed. 

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.