Strategic planning tiers
Four levels of support to meet your organization’s needs
Tier 1: Focused support
Get the lean strategic structure you need without unnecessary extras, perfect for leaders who already have a vision but need operational clarity. This package is built for efficiency, less fluff, more forward motion. It’s the essential blueprint that gets your organization from where you are now to where you want to be.
$16,500–$25,500
What’s included
Scheduling, document management, and communications to keep the process running smoothly from start to finish
Targeted conversations and data review that quickly get to the heart of your organization’s current state, challenges, and opportunities
A focused, one-day workshop with a senior strategist to align priorities, clarify goals, and map a path forward
A streamlined, actionable plan that translates your goals into clear steps, keeping the focus on function and results
What to expect
Clear priorities, timelines, and accountability measures that can be implemented immediately
A unified understanding of direction and next steps, reducing confusion and increasing efficiency
A framework that ensures everyone knows their role in achieving the organization’s objectives
A plan designed to get moving quickly, with minimal ramp-up or creative development delays
Tier 2: Core foundation
Build on the essentials, adding a richer understanding of your organization through assessment, surveying, and data analysis. This option is designed for organizations seeking both clarity and confidence — knowing that their strategy is well-structured and well-informed by the people who matter most.
$26,500–$33,500
What’s included
A deeper dive into your organizational landscape, including stakeholder conversations, document review, and opportunity mapping
An objective evaluation of your systems, structure, and culture to identify strengths, weaknesses, and growth opportunities
Targeted surveys for staff, stakeholders, or community members to capture a broad range of perspectives and needs
A clear, visual, and accessible report summarizing findings from assessments and surveys, ensuring all insights are actionable
One-and-a-half days of facilitated strategic alignment with a senior strategist, fostering collaboration and consensus
A robust plan with a light creative lift, blending strategic clarity with visual presentation elements to enhance engagement
Onsite facilitation and relationship-building to strengthen participation and buy-in
What to expect
A strategy grounded in real feedback and measurable insights from across your organization
Clear objectives, timelines, and implementation steps, paired with a visually engaging format for internal and external audiences
Input from key voices across your ecosystem, increasing relevance and support for your initiatives
A deeper understanding of your strengths, gaps, and opportunities for growth
Collaborative sessions and in-person facilitation that build ownership and enthusiasm for the plan ahead
Tier 3: Advanced insights
The most robust, inclusive, and actionable approach we provide. It blends thorough stakeholder engagement, in-depth research, creative strategy development, and hands-on implementation planning, ensuring your roadmap is both visionary and executable.
$34,000–$42,000
What’s included
Full-service logistics, scheduling, and communication management to orchestrate this large-scale process seamlessly
A focused yet thorough exploration of your organization’s context, history, and ambitions to set the stage for deeper inquiry
A comprehensive review of your systems, structure, and culture, highlighting strengths and pinpointing areas for improvement
Detailed feedback collection from your internal team, providing a clear view of operational realities and cultural dynamics
Insight gathering from governance leaders to align strategic priorities with organizational mission and oversight
Relationship and funding insights from key external allies, identifying shared priorities and collaboration opportunities
Broader community and beneficiary engagement to ensure the plan reflects lived experiences and needs
A comprehensive, visually compelling synthesis of all findings, ensuring no insight is overlooked
One-and-a-half days of facilitation with two senior strategists, maximizing expertise and participant engagement
A robust document that’s functional and compelling for internal and external audiences
A step-by-step, visually supported action guide that translates the strategic vision into concrete, trackable initiatives
In-person facilitation and engagement, deepening relationships and fostering authentic dialogue
What to expect
A plan built on diverse perspectives from staff, board, funders, partners, and stakeholders, ensuring comprehensive buy-in
Strategies backed by rigorous research and clearly communicated through an accessible and engaging data report
A balance of clarity, depth, and visual appeal to inspire action from every audience
Timelines, responsibilities, and measurable milestones, ensuring strategy moves swiftly from paper to practice
Intentional engagement and direct dialogue during interviews and facilitation sessions
A plan grounded in real insight, designed for momentum, and supported by a practical framework for follow-through
Tier 4: Strategic ecosystem
Informed by every key voice in your ecosystem, from staff to board to funders, partners, and community stakeholders — this is our most intensive and high-touch offering. Ideal for organizations seeking not just a strategy, but a shared vision that unites every voice, inspires every stakeholder, and drives meaningful, lasting impact.
$43,500–$55,050
What’s included
Full-service coordination of every detail, ensuring flawless organization across this multi-phase process
A deep dive into your organization through document review, conversations, and an in-person visit to experience your environment, culture, and community firsthand
A broad and rigorous review of structure, systems, and culture to uncover strengths and opportunities
Comprehensive data collection from your internal team, giving a detailed picture of operational realities and cultural climate
Insights from your governance leaders to align long-term vision with strategic oversight
External relationship and funding perspectives to inform alignment, collaboration, and sustainability
Engagement with community members, beneficiaries, and other key voices to ensure relevance and authenticity
A meticulously prepared, highly visual report synthesizing all qualitative and quantitative findings
Two full days of facilitation with two senior strategists, bringing multiple perspectives and high-level expertise to the table
A creative plan that combines deep strategic clarity with compelling visuals, ensuring inspiration and clarity for internal and external audiences
A fully designed, detailed roadmap that outlines responsibilities, timelines, metrics, and communication tools to bring the strategy to life
In-person engagement at key points to foster stronger relationships, richer insights, and deeper commitment from all involved
What to expect
Strategies informed by every key voice in your ecosystem, from staff to board to funders, partners, and community stakeholders
Insights grounded in immersive in-person observation, extensive data collection, and multi-source feedback
A document designed to inspire confidence, communicate clearly, and serve as a lasting reference for years to come
A detailed guide that moves strategy from paper to practice, ensuring clarity, accountability, and measurable progress
A plan built through intentional, inclusive engagement and collaborative facilitation
A strategic plan with both the vision and the operational roadmap to implement it effectively and sustainably
Not sure which plan is right for you?
We can put together a customized plan to help you accomplish your goals.