- Preparing strategic plans
- Advising about organizational positioning
- Analyzing strategic issues
- Preparing/conducting environmental scans, SWOT analyses, and marketing research to assess institutional position, competition, trends, and stakeholders
- Counseling boards and executive directors on strategic issues and positioning
- Helping to integrate planning with fundraising and marketing
Examples of client work:
Economic Justice Organizing Funders Network – Strategic planning for a new funder collaborative.
Education Writers Association/Hechinger Institute – Feasibility study on strategic alignment.
Eos Foundation – Strategic planning and facilitation
National Council of Nonprofits – Strategic planning, communications and positioning
Philanthropy New York – Facilitation/design of a strategic planning “refresh” process.
Physicians for Human Rights – Strategic planning and program development.