Fundamentals
solutions for your cause
  • Home
  • About
  • Services
    • Grant Proposals
    • Individual Giving
    • Strategic Planning
    • Recruitment
  • Clients
  • Contact
  • Fundraising 101
    • The Letter of Inquiry
    • The Case for Support
    • The Grant Proposal
    • Individual Giving
    • Fundraising Planning
  • More
    • Home
    • About
    • Services
      • Grant Proposals
      • Individual Giving
      • Strategic Planning
      • Recruitment
    • Clients
    • Contact
    • Fundraising 101
      • The Letter of Inquiry
      • The Case for Support
      • The Grant Proposal
      • Individual Giving
      • Fundraising Planning
Fundamentals
solutions for your cause
  • Home
  • About
  • Services
    • Grant Proposals
    • Individual Giving
    • Strategic Planning
    • Recruitment
  • Clients
  • Contact
  • Fundraising 101
    • The Letter of Inquiry
    • The Case for Support
    • The Grant Proposal
    • Individual Giving
    • Fundraising Planning

Strategic Planning Solutions

Effective planning leads to effective results. Our distinctive 10-step methodology is straightforward and cost-effective, guiding you toward the next level of resource generation you aspire to achieve.


Engaging in collaboration with staff, volunteers, and stakeholders is essential. Begin by reviewing mission and vision statements for their relevance. Next, explore various funding sources, programs, challenges, and priorities. Conduct a thorough analysis of strengths, weaknesses, opportunities, and threats (SWOT). Investigate and profile your competition alongside similar organizations. It’s vital to reach organizational consensus on future priorities. Presenting revenue generation options will help finance these priorities. Additionally, develop new goals, objectives, and strategies to address these priorities effectively. Finally, create a detailed plan of action to execute your strategies and reach your objectives while applying a monitoring process to keep everything on track.


The steps outlined above serve as a valuable template that has been instrumental in our success. However, we understand that each organization has its unique needs, circumstances, and challenges. Share with us your organizational strengths, weaknesses, and opportunities, and we will design a customized strategic planning process that is logical and easy to follow. Plus, we will be with you every step of the way.

Send us a messageSchedule your free consultation

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