Organizational Strategy
Strategic planning isn’t just about setting goals.
It’s about making sure your strategy—and your people—are aligned, focused, and prepared for what’s next.
We help you turn vision into action, with a roadmap your team can actually implement.
From Vision to Action
You’ve got a bold mission—but turning it into day-to-day action is where many teams stall.
Without clear alignment, priorities blur, progress slows, and energy gets lost in fragmentation.
We help mission-driven organizations translate vision into real-world strategy—with equity, clarity, and accountability at the center.
Our Strategic Planning Services
Every organization is different. We help you choose the structure, pace, and tools that match your mission and capacity—so the strategy works for you, not the other way around.
Strategic Planning Design & Facilitation
Collaborative planning processes that align your team and produce a strategy grounded in equity and action.
Strategic Planning Retreats
Energizing in-person or virtual retreats that surface priorities, build buy-in, and set a clear course forward.
DEI Integration into Strategic Planning
Move beyond statements by embedding equity into every part of your strategic planning and execution process.
Annual Planning & Goal-Setting
Turn strategy into habits with annual planning sessions that track progress and keep momentum strong.
Leadership Alignment & Culture Strategy
Ensure your leadership team is aligned on values, direction, and how to model the culture you’re building.
How We Build Strong Strategies
We combine data, lived experience, and deep facilitation to build strategies that don’t sit on shelves.
Our approach makes sure your plan reflects your values, engages your team, and sustains momentum long after the retreat ends.
360° Assessments & Strategy Diagnostics
We start with organizational assessments, stakeholder input, and leadership evaluations to identify strengths, challenges, and opportunities.
Whole-Scale Change Model
Our strategy development is guided by the Whole-Scale Change Model, ensuring that planning is not just top-down but engages the entire system for transformation.
This approach focuses on:
1. Whole-System Engagement – Bringing leadership, staff, and stakeholders into the planning process to drive alignment and shared ownership.
2. Parallel Action & Implementation – Ensuring that strategy development and execution happen simultaneously, not in isolated steps.
3. Sustainable Change Infrastructure – Embedding accountability and adaptability into the strategic plan to ensure lasting impact.
Embedding DEI into Strategy Execution
Equity and inclusion aren’t separate from strategy—they’re essential to how organizations operate.
We help teams integrate DEI into:
✔ Decision-making & governance
✔ Strategic goals & priorities
✔ Leadership & culture-building efforts
What You Gain From Planning With Us
A clear, aligned strategic roadmap
Stronger leadership and team buy-in
A strategy that adapts and grows with your organization
Measurable goals and accountability structures
A more inclusive, equity-driven planning process
Start Your Shift® Today
From Exploration to Impact
01
Schedule an Exploration Call
Share your organization’s challenges and goals in a focused, free consultation call.
02
Co-Create Your Transformation Plan
Together, we’ll identify priorities and design the perfect solution—whether it’s the Shift® Accelerator or a custom pathway.
03
Implement and Sustain Change
We’ll partner with you every step of the way, from execution to ensuring lasting impact.