Strategic Planning


It’s the thing that everyone groans about having to do, but that everyone knows you should do.

A well-done strategic plan — and process for creating one — can be like magic for your organization, setting a clear and inspring path in place for your team to join together in building your desired future.

I don’t do boring strategic planning. To your process I bring energy. Excitement. Involvement. Inspiration. The plans I create don’t collect dust, they capture ideas, corral needs, and allocate resources in an easy-to-understand, updatable written plan to keep and your team on track, on time, and on point.

Let’s partner to put your vision in writing and get your team the plan you need to intentionally build success.

Strategic Planning

Imagine heading out on vacation without a single plan considered: lodging, food, gas, or even GPS. You don’t have a suitcase and haven’t even checked your bank account to see if you can afford to go.

Sure, impromptu road trips can sometimes be fun. But if it feels like your organization is on a whirlwind multi-year impromptu roller coaster of a road trip, it’s probably time for a strategic plan.

Well done strategic plans drive well-oiled, high-performing organizations and teams. The process and outcomes help your team jointly develop and agree on priorities essential to your mission, be responsive to current and future situations, and be intentional and pro-active in allocating resources to achieve priorities.

With me facilitating your planning needs, your team will experience a high-energy and motivating and even fun strategic planning process that brings your stakeholders to the table filled with ideas and energy and leaving with direction and momentum. The living, breathing document that results will provide everyone with a solid and clear path to your future, inspire them to action, and fuel your mission — and your coffers.

Marketing/Communications, Fundraising & Program Plans

Like a strategic plan guides overall organizational efforts, your fundraising, marketing & communications, and programs should all also be guided by annual and/or multi-year plans.

You won’t find bland consultant-speak in the plans I’ll help you create. What you’ll get are clear goals and action steps, along with identified roles for who does what and when. Checklists help you track accomplishments and what needs attention. To get your plans developed, team members will work side-by-side with me to create use-able, exciting roadmaps for action and maximum returns.

Facilitation & Teambuilding Services

Need to host a board or staff retreat? A community listening session? A facilitator for a teambuilding session? Hit me up. From a couple hours to a weekend-long retreat, I will help plan your needs and be sure that all voices are heard and appreciated in a meaningful and useful way.

Other Customized Planning Services

My planning work is all custom to each organization’s individual needs. Let’s chat to create a unique plan that fits your organization’s specific needs and budget.

Click here to schedule a free 30-minute meeting to talk and start a plan for success!

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