Organizational Strategy
Strategic planning isn’t just about setting goals—it’s about creating a dynamic, adaptable strategy that keeps your organization aligned, focused, and prepared for the future.
From Vision to Action
Many organizations struggle to translate their mission into an actionable strategy. Without clear alignment, priorities become uncertain, teams lose focus, and efforts remain fragmented.
We help social impact organizations develop and implement equity-centered strategic plans that drive measurable, sustainable results.
Core Services We Offer
We partner with organizations to design and facilitate strategy development processes that create alignment, accountability, and impact.
Strategic Planning Design & Facilitation
Custom strategic planning sessions that engage leadership, staff, and key stakeholders to build a strategy rooted in impact.
Strategic Planning Retreats
Facilitated in-person and virtual retreats to bring teams together, create alignment, and set a clear strategic direction.
DEI Integration into Strategic Planning
Helping organizations embed equity into decision-making, policies, and strategy execution.
Annual Planning & Goal-Setting
Structured annual planning processes to define priorities, track progress, and keep teams accountable.
Leadership Alignment & Culture Strategy
Ensuring leaders and teams are aligned on vision, values, and long-term priorities.
How We Build Strong Strategies
We take a data-driven, equity-centered approach to strategic planning, ensuring your strategy is clear, actionable, and sustainable.
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.