Board-led strategic planning, organizational assessment, and executive facilitation for nonprofit and healthcare organizations. Short, executable plans — not binders.
Overview
A strategic plan is only useful if the CEO can manage to it, the board can govern from it, and the staff can recognize themselves in it. We build plans that satisfy all three — short on prose, long on sequencing, and grounded in the organization’s real operating constraints. In a funding environment this volatile, the work is as much about resilience as ambition — a plan that holds up when revenue tightens, not just when it grows.
Most organizations come to us at an inflection point: a leadership transition that exposed a lack of direction, a funding opportunity that requires a clearer theory of growth, or a board that can no longer agree on priorities. The planning process itself — stakeholder interviews, program portfolio review, financial analysis, board facilitation — is often as valuable as the document it produces. Done well, it surfaces the real disagreements before they surface in a governance crisis.
The deliverable is a three-year plan with a small number of named priorities, a sequenced implementation roadmap, and an owner assigned to every major initiative. It is written the way a board member actually reads — concrete enough to govern from, short enough that it gets used. A plan that lives in a binder is a failure mode. We design against that outcome from the first session.
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At a glance
How we work
Stakeholder interviews, financial review, program portfolio analysis — the inputs that surface what is really working, what is drifting, and where the next decade of leverage sits.
Mission, vision, and a small set of three-year priorities that pass the test every plan should pass: a board member can recite them without notes.
Executive retreats and board sessions designed for decision, not consensus theater. We bring the discipline; the board owns the outcome.
A 12–36 month implementation roadmap with named owners, dependencies, and the resourcing math that determines whether the plan ships.
In the field
Questions
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A 30-minute call with a senior advisor. We'll tell you honestly whether a strategic plan is the right next step — or whether something more targeted will move you further.
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