3-Year Strategic Plans
A strategic plan should be a living tool — something your team returns to, builds from, and uses as a filter to make decisions.
We develop strategic plans that meet you where your organization is now and journeys alongside you toward your goals. We guide your team through a participatory and strengths-based process that surfaces roadblocks while ensuring you are equipped to measure what will sustain your organization and its mission in the long-term.
The heart of what we do is to help organizations create and measure restorative workplaces where their people are supported and their missions thrive.
This work is a good fit if your organization is:
Ready to establish or refresh a long-term strategic direction
Navigating a leadership transition and in need of a plan that reflects new leadership
Experiencing mission drift and wants to recalibrate with intention
Desiring to codify cultural transformation into metrics within a long-term plan
Preparing for a major funding application that requires a current strategic plan
Launching new programs or sunsetting existing ones and is in need of strategic alignment
What you come away with:
At the end of the process, your organization will have:
A complete strategic plan tailored to your mission, people, and context
Clear priority goals with supporting strategies and action steps
An implementation timeline with accountability built in
Stakeholder buy-in from the people who will carry the plan forward
A document you'll use as a tool in practice
Our process
We approach strategic planning as a collaborative, participatory process. We start by listening. We involve people at various levels of the organization and co-design a plan with their engagement at key junctures. The scope and depth of the process is tailored to your organization's size, capacity, and timeline. We'll talk through what makes sense before we begin.
Below is our typical process:
Review of materials - Rather than throwing away wonderful prior work, we review, glean, and build on strengths from previous organizational documents, when desired
Stakeholder engagement - Gather input from staff, board, and community to ensure the plan reflects the fullest picture practicable
Organizational assessment - Assess the internal and external landscape to understand the context your plan needs to account for
Strengths assessment - Identify what your organization and team does well and where your greatest opportunities for impact exist
Mission and vision refinement - Ensure your foundational language reflects your current reality and aspirations
Priority goal-setting - Define clear, meaningful goals that are motivating and achievable
Implementation timeline - Build a timeline with actionable steps so you can begin immediately heading toward your goals
Where this can lead
Vision, Mission & Values Alignment
If your planning process reveals that your foundational language needs revisiting.
Ongoing Strategic Advisory
If you want a thought partner to support implementation after your plan is complete.
Ready to build your strategic plan?
We want to be sure we are a good fit to help with strategic planning. Complete our interest form and our team will follow up to explore what's possible together.