Holistic strategy for resiliency, sustainability, and growth

Customized, community-centered planning

We work with your team to establish processes across your organization, becoming your partner in strategic planning and operational efficiency by:

1

Strengthening organizational systems through clear operating procedures, role definitions, and structures that support long-term sustainability

2

Developing strategic and financial plans through facilitated workshops and analysis to prepare for future opportunities and challenges

3

Designing measurement and accountability tools that are flexible and effective, allowing you to track your performance and impact

Areas of focus

Impact frameworks

We guide your team through a collaborative process to articulate how your activities lead to meaningful outcomes and long-term impact. This includes identifying key assumptions, mapping causal pathways, and aligning your strategies with your mission and values. The result is a visual and narrative framework that connects daily work to the change you seek in your community.
Through collaborative workshops, we map the logical flow between your resources, activities, outputs, and intended outcomes, ensuring a strong link between strategy and results.
We develop a custom M&E framework that identifies key performance indicators, outlines data collection methods, and sets reporting timelines.

Wraparound planning

We offer four tiers of service to meet your needs:
1. Focused support
2. Core foundation
3. Advanced insights
4. Strategic ecosystem
We work closely with leadership to identify key roles, assess readiness, and design a clear plan for talent development and leadership transition. This process includes risk assessment, skills mapping, and actionable strategies for preparing internal candidates or recruiting externally.
Through facilitated workshops and analysis, we help you explore potential future scenarios, economic shifts, funding changes, leadership transitions, and design flexible strategies for each.
We create a tailored framework for assessing the financial and mission-driven returns on key programs and initiatives.
We help you create a capitalization plan that aligns with your mission, growth goals, and risk tolerance, identifying strategies for reserves, investments, and resource allocation.

Operational systems

We work with your team to document essential processes, from daily operations to specialized functions, ensuring clarity and efficiency across the organization.
We design a visually engaging organizational chart that reflects your current structure and supports better communication and collaboration.
We develop customized packets for each department or team, including key documents, processes, performance metrics, and communication protocols.
We create detailed, tailored job descriptions that outline responsibilities, qualifications, and performance expectations while reflecting your organizational culture.

The strategic plan is leading to so many outcomes, probably more than I can count. It will keep us on track and focused for years to come.

Skya Ducheneaux, Akiptan

Our clients & partners

Strategic planning tiers

Tier 1: Focused support

You have a vision, but need help creating the blueprint that gets you from where you are now to where you want to be
Tier 2: Core foundation

You need to build on the essentials, adding a richer understanding of your organization through assessment, surveying, and data analysis
Tier 3: Advanced insights

You need creative strategy and hands-on implementation planning, ensuring your roadmap is both visionary and executable
Tier 4: Strategic ecosystem

You want a shared vision that unites every voice, inspires every stakeholder, and drives meaningful, lasting impact

Details & pricing

Featured project

A trusted, mission-driven organization adapts to a rapidly changing landscape

Our strategic collaboration helped United Way Monterey County become an organization that is clearer about who it is and better prepared for what lies ahead.

View project