Strategy Development
Ready to tackle new opportunities or navigate change? Our strategic consultants partner with your team to craft a dynamic, financially informed plan that empowers your nonprofit to thrive and achieve its goals. Whether it’s a quick strategy refresh or a full planning overhaul, we deliver actionable solutions to build capacity and drive impact.
Questions? Ready to Start?
Let’s chat! Fill out the inquiry form linked below to learn more about what we can do together. You don’t need to be sure about which strategy development path is right for you, just let us know a little bit more about what you’re working on.
Benefits & Outcomes of Strategy Development
- Create a financially informed strategic framework that supports your organization’s mission, vision, and values
- Identify key organizational insights and opportunities
- Engage your board in clarifying your organization’s future direction
- Create an adaptive framework that can be revised in the future
- Engage in generative conversations to create shared understanding, greater connection, and a wider range possibilities
- Develop stronger interpersonal relationships
- Build healthier board and staff partnerships
- Gain a stronger understanding of the connection between your organization’s strategic framework and its business model
Levels of Strategic Development
Depending on your needs, you might need one of the following levels of Strategic Development. We can work with you to determine what best suits your organization’s needs.
1. Strategy Retreat
Our strategic consultants will work with your board and staff to plan and facilitate a one-day retreat to develop a high-level strategy for your nonprofit. This engagement is typically part of a larger strategy process; we’ll assist with one specific part. We’ll work with your organization to think through its overall process and assure that this retreat helps advance what you are trying to accomplish. Typically, a strategy retreat is a 4-10 week process centered around a singular retreat event.
2. Strategy Refresh
We’ll work with your nonprofit to update your existing strategic plan. The strategy refresh updates both high-level strategies and other organizational strategies. This engagement includes a review of your past financials as well as a business model analysis. We’ll work from your goals and our financial review to make sure that your strategic next-steps are informed by a deepened understanding of how your strategy and business model are connected. Typically, a strategy refresh is a 4-6 month process.
3. Full Strategic Planning Process
Our strategic services team delivers a robust planning process that includes an environmental scan; historic financial analysis to develop financially informed strategic goals; and the development of high-level strategies paired with operational and organizational strategies. Typically, the full strategic planning process takes 6-7 months.
Ready to get started?
Cooperative, Accountable, Engaging
“Propel was cooperative in that their approach was sensible and flexible to meet our needs. The structure and approach that they brought to our project was thoughtful and effective.
Our consultant helped us to stay accountable to a reasonable timeline and balanced that with patience as we worked through some difficult questions. One of the outcomes was an updated mission statement that builds upon our previous position in ways that are powerful and more accurately describe the way that our agency works today.
We had a specific scope for this planning exercise and Propel was respectful of our position and helped us to dig deep to build structure around that vision. Our consultant did a terrific job working with us to engage with all the critical internal groups.”
– Steve Horsfield, Executive Director of Simpson Housing