Strategic Planning 

Strategic Planning Services

Overview

At Non-Profit Advantage Consulting, we partner with non-profit leaders and boards to bring clarity, focus, and momentum to their work. Through a structured, inclusive strategic planning process, we help organizations align mission, vision, and priorities so decisions are clearer, resources are better focused, and everyone is moving in the same direction.

Our approach combines thoughtful facilitation, practical tools, and deep non-profit experience to deliver a strategic plan that is realistic & actionable. The result is not just a plan, but a shared roadmap for growth and sustainable impact.

Below is an overview of what’s included in our strategic planning engagement and what you can expect at each stage of the process.

Our Strategic Planning Engagement

Leadership & Project Meetings

Each engagement includes four one-hour meetings with the Executive Director and/or Leadership Team:

  • Discovery Meeting: Establishes goals, scope, priorities, and success criteria

  • Presentation of Accumulated Findings: Reviews themes, insights, and emerging strategic directions

  • Draft Review Meeting: Gathers feedback and refines strategic priorities and language

  • Project Wrap-Up Meeting: Confirms final outcomes, next steps, and implementation considerations

Information Gathering

We use multiple methods to ensure a thoughtful and inclusive planning process:

  • One survey distributed to up to 20 key stakeholders

  • Two to three facilitated sessions, tailored to your organization’s needs

    • Sessions may include board members, staff, people served, and/or key community partners

    • Sessions can be structured to accommodate board availability and comfort with meeting length

What You’ll Receive

You’ll receive a polished, board-ready Strategic Plan designed for approval, communication, and implementation. The plan includes:

  • Title page

  • Optional Land Acknowledgement

  • Organizational narrative

  • Who you serve

  • Vision, mission, and values

  • SWOT or SOAR analysis and identified strategic advantages

  • Theory of Change and Impact Statement

  • Strategic priorities and multi-year initiatives

Bonus Frameworks

To support execution and long-term success, clients also receive:

  • Operational Plan Framework

  • Annual Strategic Plan Review Framework

Don't see a package that fits the budget of your organizations?  Lets talk to see if we can find a solution. 

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