Strategic Planning & Implementation

We will develop a comprehensive project plan that outlines timelines, participant roles, responsibilities, key milestones and initial schedules.

By gathering essential information early on, we establish a shared foundation and common understanding for all stakeholders involved.

In close partnership with your organization’s professional and lay leaders, we’ll design a thoughtful plan for how various stakeholders will be engaged throughout the process.

To deepen our understanding of your organization and the context in which it operates, we typically conduct key stakeholder interviews and/or surveys, to capture meaningful insights across diverse perspectives.

We begin by asking, “What massive, urgent opportunities are we poised to address?” These focused discussions ensure that our future strategy is anchored in real impact and guided by a growth mindset.

A shared vision for the future aligns leadership and is essential for decision-making to propel the organization to its highest potential.

We engage your community through interviews, focus groups, and surveys, to create an inclusive, representative feedback loop. Genuine input from those you serve builds trust, drives buy-in, and accelerates momentum to make an even bigger difference for those you serve.

We distill the most important opportunities and needs surfaced throughout the engagement into a focused set of strategic focus areas- termed “Pillars” – to guide your goals, initiatives, and strategic choices that reflect what your organization will stand for in the years ahead.

Within each pillar, we work with your team to define clear, measurable, and ambitious goals that bridge your long-term vision with day-to-day execution. The outcome is a more focused and results-driven organization.

Together, we identify the high-level strategies that bring your goals to life. These “how” statements clarify how you’ll achieve impact, position your organization, and shift the trajectory of your team and broader organization.

Together, we define the major projects, programs, or shifts in practice that will drive each strategy forward. These initiatives are grounded in what’s possible and informed by staff expertise, lived experience, and operational realities. They serve as the building blocks of your action plan and roadmap.

We help evaluate and assess current programs for alignment with the strategy, impact, sustainability, and core capabilities of the organization. This process supports clear decisions on where to invest, evolve, or step away, ensuring that resources are directed to what matters most.

We develop financial models tied to your strategic priorities and help evaluate the implications of key initiatives. These pro formas bring together the story you want to tell about your future and connect them to the numbers that support confident planning and resourcing decisions for the road ahead.

We translate your strategic pillars, goals, and initiatives into a practical action plan—clarifying what needs to happen, when, and who’s responsible. Each plan includes milestones, timelines, and deliverables, providing a clear roadmap for day-to-day execution.

We support your team in defining who owns what—clarifying internal roles, team responsibilities, and cross-functional collaboration. This ensures accountability is embedded at every level and avoids ambiguity that can stall progress.

We provide simple, effective tools like dashboards, check-ins, and trackers—that help leaders see what’s working, surface roadblocks, and adjust as needed.

We help set up the routines and forums that keep implementation on track—whether that’s staff huddles, board updates, or quarterly reviews. These structures create rhythm and accountability without overwhelming teams.

We assist with messaging and materials to socialize the strategy internally—ensuring that staff, leadership, and key partners are aligned and motivated to act. A clear communication plan brings the strategy to life across your organization.

We don’t disappear after the plan is built. Through check-ins, working sessions, or thought partnership, we stay involved to help your team solve challenges, course correct, and build momentum.