Strategy
Customized planning for resiliency and growth
Align your processes with your mission and goals
You’re ready for what’s next. Your team is growing, your services are expanding, and you want to chart a new path. We can show you where you can go from here.
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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.
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Through collaborative workshops, we map the logical flow between your resources, activities, outputs, and intended outcomes, ensuring a strong link between strategy and results.
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We develop a custom M&E framework that identifies key performance indicators, outlines data collection methods, and sets reporting timelines.
Impact frameworks
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We offer four tiers of service to meet your needs:
Focused support
Core foundation
Advanced insights
Strategic ecosystem
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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.
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Through facilitated workshops and analysis, we help you explore potential future scenarios, economic shifts, funding changes, leadership transitions, and design flexible strategies for each.
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We create a tailored framework for assessing the financial and mission-driven returns on key programs and initiatives.
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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.
Wraparound planning
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We work with your team to document essential processes, from daily operations to specialized functions, ensuring clarity and efficiency across the organization.
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We design a visually engaging organizational chart that reflects your current structure and supports better communication and collaboration.
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We develop customized packets for each department or team, including key documents, processes, performance metrics, and communication protocols.
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We create detailed, tailored job descriptions that outline responsibilities, qualifications, and performance expectations while reflecting your organizational culture.
Operational systems
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Strengthen organizational systems through clear operating procedures, role definitions, and structures that support long-term sustainability.
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Develop strategic and financial plans through facilitated workshops and analysis to prepare for future opportunities and challenges.
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Design measurement and accountability tools that are flexible and effective, allowing you to track your performance and impact.
Work with us to:
“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
Get personalized support
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Strategic planning tiers
Four levels of support to meet your organization’s needs
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Individual strategy services
Strengthen specific areas of your organization with targeted solutions
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.
Featured project
Jordan Greene, associate research director, facilitates a strategic planning session with United Way Monterey County in July 2025.