Strategic Planning Services

Strategic Plans That Actually Get Used

Most strategic plans end up in a drawer. Ours end up in action. We create plans your team will reference, use, and implement.

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Vision 25-50 Years
Clarify your vision for data modernization in your context, looking 25-50 years into the future.
Barriers Current Reality
Identify the barriers that impact progress toward your vision.
Strategic Priorities 10 Years
Develop strategic priorities aligned with your needs and capacity.
Objectives 5 Years
Develop concrete objectives for each of your strategic priorities.
Key Results 1 Year
Develop measurable key results to track annual progress.
90-Day Action Plans Monday Morning
Define 90-day action plans for moving forward, starting Monday morning.
Our Approach

What Makes This Different

We Meet You Where You Are

Your organization is unique. We adapt our approach to match your culture, timeline, and capacity.

We Build Genuine Consensus

We use facilitation techniques that honor every voice equally, from front-line staff to leadership.

We Think in Decades, Plan in Years

We ask you to think 25 or 50 years out. That long-term vision shapes everything else.

We Focus on the 90 Days After

We build in accountability structures and realistic next steps from day one.

Consensus-based workshop facilitation
We utilize a consensus-based approach to build capacity.
Sharing experience on national panels
Sharing our experience building real-world solutions on national panels.
Virtual facilitation session
To reduce costs, we facilitate both in-person and virtual sessions.
Interactive learning session
Participants leave with tangible skills and clear takeaways, not just theory.
Human connection in workshops
We prioritize building connection and understanding the people behind the work.
Jefferson leading strategic planning
Leading strategic planning discussions with health departments.
Juliana facilitating strategic planning
Facilitating strategic planning across the country.
What You Get

Deliverables That Drive Action

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Stakeholder Engagement Sessions

Internal and external sessions to ensure all perspectives inform the plan.

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Facilitated Planning Workshops

Structured sessions that generate real insights through consensus-based dialogue.

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SOAR Analysis

Comprehensive understanding of your organizational strengths and opportunities.

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Long-Term Visioning

25-50 year aspirational thinking to clarify what you're really building.

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Strategic Priorities & Goals

Clear, actionable directions for the next five years with measurable objectives.

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90-Day Implementation Plans

Specific next steps with accountability and ownership built in from day one.

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Final Plan Documentation

Professional deliverables ready to share with your board, funders, and community.

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Integration Support

Help connecting your strategic plan to existing QI, CHIP, and performance management work.

Is This Right For You?

Who This Is For

Public health departments navigating complex community health improvement planning. Nonprofits preparing for leadership transitions or strategic shifts. Organizations that have grown rapidly and need to clarify direction. Teams that tried strategic planning before and ended up with something nobody uses.

If you're tired of strategic plans that sit on shelves, let's talk about what would actually work for your organization.

Ready to Build a Plan That Works?

Let's talk about your organization's needs and what strategic planning approach would actually work for you. No slides. No pitch. Just a conversation.

Schedule a 30-Minute Conversation →
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