We guide organizations, coalitions, and industry thought-leader groups through the full strategic planning lifecycle—connecting bold vision with real-world execution. Our two-phase approach—Strategy Formation and Operational Planning—ensures your plan is grounded in insight, aligned with your mission, and positioned for impact.
We support a range of strategic planning needs, including:
Organizational strategic plans
Coalition or multi-stakeholder strategy development
Community or public health improvement plans
State-level policy or programmatic blueprints
Systems-change roadmaps and collective impact frameworks
Strategic Planning Services
🧭 Choose What Fits Your Journey
Every organization or initiative is at a different stage—and we meet you where you are.
Whether you're building a strategy from the ground up or need support translating an existing strategy into action, our services are designed to be flexible and responsive to your current needs.
You can engage us in three ways:
Full Strategic Planning Engagement
A comprehensive, end-to-end process that includes both Strategy Formation and Operational Planning—ideal for organizations or coalitions seeking to define their future direction and build a plan to get there.Strategy Formation Only
Perfect if you’re early in your planning cycle or need help clarifying your long-term vision, mission, and priorities before diving into implementation.Operational Planning Only
Best suited for those who already have a strategic framework in place and need support translating it into actionable, measurable plans with structure, accountability, and momentum.
We’ll help you determine the best entry point and scope based on your timeline, goals, and current strategic assets.
Phase 2: Operational Planning
Turn strategy into action—clearly, measurably, and sustainably.
With a strong strategy in hand, we guide you in building the plans, systems, and accountability needed for execution. This phase focuses on the “how”—ensuring every initiative has a timeline, owner, and path to measurable success. Our approach is adaptable across organizational and multi-entity efforts.
How We Can Help:
Develop phased implementation plans with short-, mid-, and long-term goals
Translate strategy into project-level workplans with clear milestones
Define success metrics and create performance dashboards
Align people, resources, and systems for execution
Provide change management support and capacity building
Establish accountability structures across teams or partners
Outcomes You Can Expect:
A 1-, 3-, and 5-year roadmap aligned to your strategic goals
Detailed action plans and performance tracking tools
Clear roles, responsibilities, and workflows
Flexibility to adapt plans as conditions and priorities evolve
Phase 1: Strategy Formation
Define a clear path forward—grounded in data, driven by insight.
This phase focuses on the “what” and “why”—building the long-term vision, priorities, and strategic direction to guide your organization or initiative. Whether you're an individual organization or a broad stakeholder group, we create an inclusive and data-informed process that sharpens your purpose and positions you for future impact.
How We Can Help:
Facilitate strategic planning sessions with boards, leadership teams, coalitions, or communities
Define mission, vision, values, and long-range goals collaboratively
Identify shared priorities and core strengths among stakeholders
Conduct landscape and competitor analyses to inform direction
Integrate insights on industry trends, risks, and opportunities
Assess how current structures, roles, and programs support strategy
Align current and future offerings with overarching goals
Outcomes You Can Expect:
A focused, forward-looking strategy or blueprint with clear priorities
Consensus among diverse stakeholders on direction and values
A vision that is easy to communicate, fund, and act upon
A strong foundation for future collaboration, investment, or policy alignment
