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  Strategic Planning

Situation: A large non-profit organization had begun their strategic planning process but became bogged down in the process and the board and staff were becoming increasingly frustrated. With their current strategic plan just months away from drawing to a close, the organization felt the urgency of completing their planning process.

Strategic Solution: advance4 LLC was engaged to assess planning process to date and to develop a strategy for effective completion. advance4 LLC used a board and staff survey tool to quickly assess the planning process to date and to customize a process for completing the plan. Leveraging the work that had been completed to date, advance4 LLC successfully designed and implemented a planning process that utilized all of the prior components of the planning process and brought the plan to successful completion.

Results: The planning process engaged a high percentage of board and senior staff, and effectively facilitated the plan to conclusion. Particularly important to this organization's success, were advance4 LLC's ability to customize the process to meet senior staff and board needs and expectations, an extremely organized but flexible process for collecting information, identifying objectives, and developing planning matrices. Additionally, the survey helped the organization by verifying key strategic issues for the coming years of operations and program enhancements.