Strategic Planning
A strategic plan is essential for any nonprofit, acting as a roadmap that guides the organization toward its goals and outlines the steps needed to get there. Without a plan, it can be challenging to attract funding, much like how a business without a business plan might struggle to find investors.
Funders want to see a clear vision and a strategy for achieving it.
A well-developed strategic plan not only provides stability and direction but also enhances the grant-seeking process, increasing the chances of securing funding. By leveraging your strategic plan, you can better engage with prospective funders by showing them exactly how their support will make an impact.
We facilitate strategic planning sessions that are designed to increase your funding success and maximize your impact.
Show the Plan. Secure the Support.
Here's How It Works:
Step One: Pre-Strategic Planning Preparation We begin by aligning with your organization’s unique needs to ensure a customized and effective planning process. This stage includes:
Organizational Review: Gather key documents and background information to gain a comprehensive understanding of your current situation.
Initial Meeting: Meet with your leadership team to discuss goals, challenges, and expectations for the strategic planning process.
Preparation: Ensure your mission and vision statements are up-to-date and relevant, setting the foundation for a successful planning session.
Step Two: Strategic Planning Session With a clear understanding of your organization, we facilitate a focused strategic planning session with your board and staff leadership. This session is designed to:
Assessment: Conduct an organizational assessment, including a SWOT analysis, to identify strengths, weaknesses, opportunities, and threats.
Vision Setting: Define a clear vision for the next three years, outlining strategic goals and objectives.
Strategy Development: Identify key strategies to overcome barriers and achieve your organization’s goals.
Action Planning: Break down strategic goals into actionable steps, with timelines and responsibilities clearly defined.
Fundraising Alignment: Ensure that your fundraising efforts are directly aligned with your strategic goals, making it easier to demonstrate to funders exactly how their support will drive your mission forward.
Step Three: Strategic Plan Delivery After the session, we compile all insights and decisions into a comprehensive strategic plan. Here's what you can expect:
Strategic Plan Document: Receive a professionally written and editable strategic plan within one week of the session, capturing all agreed-upon goals, strategies, and action steps.
Implementation Tools: Access templates and tools to streamline your implementation and reporting processes.
This process is tailored to meet the specific needs of your organization, ensuring a strategic plan that is both practical and impactful.
“The strategic planning experience with Lydia was wonderful. Now, my organization has a clear path that shows where we are going and how we are going to get there.”
— Cintoria, Executive Director, Pass the Beauty (2024 Strategic Planning Client)