WORK WITH US — STRATEGIC PLANNING

Our nonprofit strategic planning process creates clarity, energy and opportunity.

 

We lead equitable and inclusive strategic planning processes that move all of us towards action, justice and growth.

We bring a proven process that asks the right questions and then incorporates the perspectives of organizational leaders into the plan:

  • Generate meaningful conversation and reflection about priorities: Together, we take a critical look at where your funds and energy are being spent, saved, and wasted. We'll explore how your organization works to fill the gaps in your community or the nonprofit sector. When needed, we’ll use a capacity assessment tool to deepen the conversation. This learning and assessment becomes the foundation for reflective staff and board conversations about how your organization will hone in on its most essential work.

  • We incorporate fiscal analysis into the process so that leaders’ vision is supported by a plan for funding.

  • We’ve worked on the “funder side” of the table, so we know how to support you to convey your organizational vision in simple, clear terms that highlight its value and uniqueness.

  • We use participatory processes and visual facilitation with board or staff members to reflect, brainstorm, explore possible options and then determine the priorities that are most mission-aligned and impactful.

  • From strategic to tactical: every process includes building practical operational plans to help you bring your vision to life and reach critical goals.

Candice Elder,
East Oakland Collective

“We use the strategic plan that we created with The Ross Collective as a basis for everything we do now. It is a guiding document that holds us accountable and focused. Our community received it with a lot of excitement. And when we're doing grant applications, we can often cut and paste from the strategic plan right into the grant proposal.”

➡️ See East Oakland Collective’s strategic plan

Benefits of creating an inclusive nonprofit strategic plan include:

  • Board and staff members are invested in the strategic plan - so are energized to do the hard work of realizing the group’s vision and better serving community needs.

  • You have a clear path for organizational growth, including embracing new funding opportunities.

  • Your clarity about your priorities makes your case for support more compelling, leading to stronger fundraising. 

  • Your board and staff are energized by staying focused on your most important work -and you’re using your capacity to be as effective as possible.

Genevieve Taylor
Executive Director, Ag Innovations

“We appreciated Renee’s design and facilitation of Ag Innovations’ strategic planning process, which supported us to build a strategic plan that included a renewed mission, vision and values. Renee was responsive to the specific needs of our group: many staff members are facilitators ourselves so wanted to track the process closely, and also wanted to bring board and staff together. We liked how she used Google Slides and collaboration software as a way for team members to share ideas and build on each other's work. She had a productive process for incorporating input from team members and board, and did a great job of community building between board and staff throughout.”