Planning

Thoughtful planning is essential in the ever-changing world of nonprofits and the public sector.

We facilitate productive discussions and create a road map that clarifies your most important goals. We also offer strategies to help you achieve them.

Click here for a PDF summary of our strategic planning process, a few recent testimonials, and how we strive for accessibility.

Planning Services

• Strategic planning for nonprofit organizations (typically 3-year plans, includes a one-year action plan)
• Annual fund planning for development and fundraising teams (revenue sources and amounts)
• Creating budgets for programs and capital campaigns (we can help you refine budgets, too)
• Operations planning for organizational health and sustainability

Each type of plan is tailored to your organization’s needs. Contact us for more information and a free quote.