Strategic Planning

Strategy drives every decision within an organization. A strong organizational strategy creates a sustainable, competitive advantage. The world is changing constantly, and the new elements of virtual life have dramatically changed the market landscape. How is your organization facing these new situations?

Loftis Partners can help you with understanding your current organizational position and how to plan for the future with an organizational assessment. An organizational assessment tracks where the organization is now and where the organization may want to go, according to market analysis and stakeholder feedback. This information is vital for those embarking on a strategic planning process and new executives.

Groups sometimes use a strategic planning retreat to move this work forward in an intentional burst. Loftis Partners has experience in facilitating these retreats. We co-create a retreat agenda with you that includes an extensive visioning exercise with the board. In addition to facilitating, Loftis Partners completes the data capture and interim report for the retreat. Finally, we work with smaller groups to digest the larger group feedback and organizational assessment to create a strategic plan that provides a clear roadmap for the next 18-24 months with an eye for the 30-year vision.

OPTION #1 - $2500

This is the easiest and shortest way to strategic planning that we offer. It works well for organizations that are clear on their mission, vision, values, and key priorities for the next 3 years. This option includes:

● Mini-strategic assessment - We review up to 10 key documents and conduct an online survey for up to 20 stakeholders (staff, board, volunteers, etc.) that focuses on strategic priorities and strengths.

● Board strategic planning session - We facilitate a session with the board (up to 2 hours) that includes a review of the mini strategic assessment and a visioning exercise.

● Strategic plan draft - We work with the Executive Director to build a draft strategic plan for board approval. This option can take anywhere from 8-12 weeks, depending on board availability for the strategic planning session. Typically, the survey happens about 3-4 weeks before the board session. Then it usually takes 4 weeks after the board session to complete the draft plan with the Executive Director.

Option #2 - $5000

This option includes everything in Option #1 plus three sessions with a sub-committee to complete deeper work such as a mission/vision update, theory of change creation, and/or prioritization discussion. This option works well for groups looking for a deeper refresh on the organization and wanting to include more people in the plan creation process. Typically, sub-committee discussions add additional 2-3 months to the project depending on participant availability.

You can also read How to Start a Strategic Planning Process from our blog.