Strategic Planning
I don't know who needs to hear this, but your small to mid-sized nonprofit organization probably doesn't need to allocate 4 months to a strategic planning process. You probably don't need a comprehensive market assessment. And you definitely don't need to spend tens of thousands of dollars for a consultant to tell you what you already know.
At Lavin Strategies, we believe strategic planning shouldn't have to be complicated, time consuming, or costly. While each engagement is unique and can be customized to fit the client's needs and budget, our process typically includes:
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90-minute kickoff call with organizational leadership
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Full-day or half-day facilitated strategic planning retreat
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Two-hour action planning retreat with key staff (if applicable)
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5-10 page written strategic plan
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Presentation to the full board​
Additional steps may include:
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Focus groups and/or one-on-one interviews with key stakeholders
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Pre-retreat survey for board and key staff
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Implementation support
Our philosophy is that strategic plans should be nimble decision-making frameworks centered on vision, values, and priorities. Our process separates long-term vision-setting from short-term action planning. Focusing action-planning on the next 12 to 18 months ensures results are relevant, achievable, and priority-centered.
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Is your organization's strategic plan more than three years old? Have you recently lost a major funding source or partner, forcing a major pivot in your programs and services? Have you recently experienced a leadership transition?
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