Our strategic plans focus on defining mission, vision, and values; long term goals and desired impact; core priorities and strategies to achieve goals; and operational planning to bring it to life.

Our process generally includes:

• Discovery and intake to understand the key questions and needs for the planning process

• Internal and external stakeholder interviews to gather feedback, input, and buy in from staff, board members, partners, and grantees

• Workshops, retreats, and meeting facilitation for blue sky visioning

• Development of strategic plan framework with goals, objectives, timelines, and implementation guidance.

We serve as lead advisor or campaign director for new projects and initiatives. We work with you and the team to:

• Define goals, objectives, and intended impact

• Connect with partners, internal team members, and other key stakeholders to bring shape to the project

• Develop and generate buy-in for a plan of action

• Manage the campaign from ideation to execution, ensuring it stays on track.

We work with individuals, families, and next gen donors to define their giving goals. This includes:

• Building understanding by listening and making sense of what donors want to achieve

• Creating opportunities for learning to shape our collective understanding of focus areas

• Developing an approach and giving strategy that accounts for the desired impact, resources available, and the needs related to the issue

• Serving as an ongoing advisor to vet, manage, and report on grantmaking opportunities

• Exploring ways to maximize impact through partnership, additional support, or ways to amplify grantees