Strategic Planning
Building on 100+ hours of facilitation, I’ll help design and facilitate an intentional process catered to your needs that helps folks in your organization get on the same page about what they want to accomplish, how to work together to make it happen.
Most planning processes fail because the right people are not in the room. Worse yet, some processes invite the right people, but fail to use their time effectively, resulting in frustration and poor morale.
What my strategic planning is NOT
Thinking and/or talking in circles
Setting goals without a roadmap to reach them
A plan that sits forgotten while organizations are forced to scramble to adapt to the world around them.
Your time and energy is too precious to waste.
I will help your board, staff, and stakeholders collaborate together in high-productivity sessions to:
Ensure all voices are heard
Navigate challenging conversations to achieve consensus
Create exciting yet attainable plans
The three-step process, will culminate with:
Clarity and consensus across your leadership team
Workable goals laid out in a professionally designed, editable strategic planning document
A playbook with professional templates for current and incoming team members
“André has a breadth and diversity of experience in strategic planning, organizational development, fundraising, and communications that is rare to find in a single person. He is particularly adept at helping nascent organizations with strong ideas reach the next level in terms of organizational maturity, financial stability, and growth. I have found his guidance and strategic insights invaluable in developing my clinic.
— Alexander Chen, Founder of the LGBTQ+ Advocacy Clinic at Harvard Law
From My Client
The Process
Step One: Pre-Retreat Planning
Alignment is critical to a successful planning process. I work with decision-makers to ensure the process is adapted to your unique needs:
Break down the strategic planning into actionable steps
Create tasks and timelines to drive an efficient process
Engage leaders in an organizational assessment (SWOT)
Solicit targeted feedback from stakeholders
Prep for a productive planning retreat
Step Two: Strategic Planning Retreat
Build on shared ideas and keep up the momentum in an in-person retreat designed to achieve strategic outcomes. We facilitate focused and highly engaging sessions to:
Clarify the organization’s vision for the next 3 years
Address barriers that might impact goals, strategies, and outcomes
Develop strategies to overcome barriers and achieve the vision
Set measurable goals
Create multi-year timelines
Produce a detailed action and implementation plan for year 1 of your plan
Confirm reporting and accountability processes
Step Three: Post-Retreat Support
I synthesize the information from the retreat into a written strategic planning document and share it with you.
Send you a professional, editable strategic planning document within one week of the retreat.
Provide a full suite of professional templates and tutorials designed to streamline your review and reporting processes.
Jump on a support call within 30 days of your retreat to answer any questions.
(If requested) Submit a proposal for additional work that can support your work moving forward.
Book a FREE Consultation
Book a free 45-minute consultation to discuss your organization’s needs today. We’ll send you information about our services and homework to maximize your consultation.