Strategic Planning & Business Planning

We live in an increasingly complex social sector environment.  To survive, nonprofits organizations, government agencies, and philanthropists must be increasingly focused on a disciplined program strategy, an adaptive revenue and resource development model, and clear and consistent performance measurement & improvement.  Strategic planning is at the core of all three of these elements of success.

Our approach to strategy planning is participatory, aspirational and focused on the unique needs of your organization.  We are committed to providing customized and tailored solutions based first and foremost on your past experience, strengths and expertise.  We supplement your organizational core by weaving in leading-edge thinking, best practices, and emerging trends in the formal and informal literature. In addition to more traditional models of strategic and business planning, I utilize a variety of models for Social Impact, Social Enterprise, and Venture Philanthropy to help organizations think about strategic growth.

The typical strategic planning process includes:

• Assessing your organization’s “social ecology.” Thinking about what internal and external issues that shape your organization’s current reality and how that ecology may be changing.
• Building and energize a strong Social Impact Model based on clearly identified needs, mission, vision, program strategies, operating capacity, funding models, and outcomes and evaluation measures.
• Develop key strategies based on your organization’s strengths, aspirations, opportunities and envisioned results.
• As needed, establish ad hoc working committees develop detailed action plans for implementing the key program, capacity, and revenue development strategies.
• Create a written strategic planning document and dissemination plan to effectively engage your staff, board members, community and investors in supporting the success of the plan.

Other Planning models

Program Planning: With almost two decades of experience working in the nonprofit, public and social sectors, I have a wide range of organizational development, program planning and evaluation skills. I assist teams in conducting needs assessments,  developing logic models,  designing program implementation plans, and  creating evaluation strategies.  I have a wide range of evidence-bace practices and the ability to apply practice-based evidence.

Capacity & Resource Development Planning. With almost two decades of experience working in the nonprofit, public and social sectors, I have a wide range of organizational development, resource development planning and grantwriting skills. I work with organizational leaders and boards on developing board leadership , infrastructure and capacity and create long term resource development strategies.  Also consult with agencies on creating collaborative relationships with other organizations to maximize resource efficiency and effectiveness.

Social Impact Planning and Assessments: I work with teams and organizations create a clear and compelling view of where they currently are and where they want to be. I use a variety of assessment tools such as key informant interviews, surveys, focus groups, environmental scans, literature and document reviews to achieve this outcome. Assisting agencies design logic and social impact models and assist in developing clear and compelling models of change, leverage and scale.

Evaluation Planning: Evaluation planning begins with making fundamental decisions about evaluation strategies, tools and methods, and organizational capacity.  In my practice I have assisted organizations plan for evaluation projects and facilitated groups and teams in evaluation planning exercises.