Strategic Planning

  • 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.