Strategic Planing

Strategic Planning

A strategic planning process identifies strategies that will best enable a nonprofit to advance its mission. Ideally, as staff and board engage in the process, they commit to measurable goals, approve priorities for implementation, and also make a plan to revisit the strategy on an ongoing basis as the internal and external environments change.

CEND strategic planning services help your nonprofit organization determine how to best accomplish its mission. We leverage years of experience in the nonprofit space and exceptional analytical capabilities to help your organization grapple with the big questions, considerations, and opportunities to help you work towards achieving your strategic goals.

As part of the fundraising strategic planning process, we engage with your leaders and key stakeholders through a series of exercises, workshops, and strategic conversations to examine and analyze your organization’s mission, vision, goals, and systems.

We’ve had long careers in coaching and consulting many nonprofit organizations of all sizes—locally and nationally. We seek to help each organization reach the next level by guiding them across six vital phases:

    • Phase 1: Perspective – Where Are We Now? We begin by defining current realities. “Perspective before planning” is how successful nonprofits make brilliant informed decisions.
    • Phase 2: Core Plan – Where Are We Headed? Equipped with proper context, a nonprofit can now develop a living core strategic plan based on a set of shared fundamental beliefs upon which to develop this plan.
    • Phase 3: Action – What’s Important Now? Time to move on key issues as one cross-functional group. The team-developed core plan is the basis for creating a unified action plan aligned with the master plan.
    • Phase 4: Structure – What Form Best Facilitates the Plan? With the action plan in place, we help ensure that your organizational structure, culture, systems, processes, and staffing all support the plan.
    • Phase 5: Management – How Are We Doing? As nonprofit strategy guides, we help implement a systematic feedback loop to manage plan implementation. Regular monthly and quarterly reviews are instituted.
    • Phase 6: Renewal – What Needs to Change? Team leadership meets annually to review and renew the core strategic plan. Action items, opportunities, trends, objectives, and goals are all reset for the coming year.

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Get in touch with us today and find out how we can help your nonprofit succeed in its Health programs.


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