Strategic Planning Services

A well-defined organizational strategy provides direction for where the organization is headed and allows for alignment of employees and funds to the same goals and priorities.

  • Strategic Plan Development

    Set Strategic Direction: Establish a "north star" for your organization with a 3-5 year plan, aligning your board, leadership, staff, and potential funders.

  • Strategy Execution Support

    Implement Your Strategic Plan: Translate your strategic plan into action by prioritizing initiatives, determining resource requirements, cascading goals throughout the organization, and establishing action plans.

My Approach:

  • I partner with clients to develop a 3- to 5-year strategic plan for the organization. Strategy elements include vision, mission, values, goals, measurable objectives, and prioritized strategic initiatives aligned to goal achievement.

  • The process begins with a virtual kickoff meeting held with the strategic planning committee to orient them to the planning process.

  • A situational analysis is completed prior to the first workshop to set the foundation for our planning work together.

  • The strategic planning committee is then guided through a series of in-person and/or virtual workshops to develop the organization’s multi-year plan.

  • There’s nothing worse than letting a new board-approved strategic plan sit on the shelf and collect dust! For clients who would like a trusted advisor to help them put their plan into action, I offer strategy execution support during your first quarter of plan implementation or for a full year.

-Allison Feldman, CEO, Lewy Body Dementia Association

“Stacye led a group of staff and board leaders through the organization’s strategic planning process. From the outset, Stacye set clear expectations and ensured the process stayed on-track. She was engaging, encouraging, and knew when to provide additional support to help each committee member be successful. Because of Stacye’s work with our team on our Strategic Plan, our organization is poised for thoughtful growth. Our board is so excited and everyone understands and supports the goals of the plan and the ways they will be achieved.”

The Benefits of Strategic Planning:

  • Better time management, allowing you to devote more time to what’s most important to your organization.

  • Ability to say no to activities or projects that don’t align with your priorities, saving resources for those that do.

  • Improved staff and board management with aligned focus and a common North star.

  • Better understanding of your guiding principles, providing clarity on expected behaviors throughout the organization.

  • Opportunity to strengthen your organization’s mission statement, clarifying what you do, for whom do you do it, and how they benefit.

  • Opportunity to assess results by defining clear targets and monitoring your progress against them.

-Becky O’Mara, Co-founder and Director of Development, Bearings Bike Works

“Shortly after plan development was completed the pandemic hit, so a year later Stacye also guided us through a strategic plan assessment and recalibration activity as well. Stacye is a wonderful presenter. She’s very clear and methodical and has a great demeanor for disarming a group.”

Looking for assistance in getting your strategic plan underway?