Strategic and Annual Planning
Plan for Alignment, Clarity, Accountability, and Purpose
Good strategic and annual plans have many benefits, but the two we find most beneficial shape our approach to our planning services: aligning your stakeholders and providing clarity and purpose at all levels of the organization. Your Board, employees, partners, clients, and donors want the confidence you understand your mission and have a plan to achieve it. Your organization wants clear direction that they are correctly prioritizing work that is connected to your strategy.
Our team blends empathy, careful listening, storytelling techniques, and operational expertise to help you build a strategic plan that is ambitious and achievable. We use our deep understanding of managing and executing work to help you build annual operating plans that cascade from your strategy down through department plans to individual employee performance goals.
List of Subservices:
Strategy (Future State) Development: Providing data-driven insights and recommendations on growth opportunities to fuel ambitious strategic planning.
(See Strategy Design)Stakeholder Engagement: Partnering with stakeholders to inspire and push planning, build affinity through outreach, and pave the path to confidence in your organization.
Mission and Vision Workshops: Helping your team to deepen their understanding and articulation of your core values.
Strategic Plan Facilitation: Strengthening your team by building alignment and ambition while ensuring the results are useful and actionable.
Strategic Initiatives: Working with the team and our proprietary tools to select the most impactful initiatives to reach your strategic destination.
Stakeholder Storytelling: Crafting narratives and presentations to support your leadership communication to your most important allies.
Annual Operating Plan Program: Developing an AOP framework incl. annual planning cycle, templates, training, alignment, and connection to strategy.
Annual Operating Plan Development: Supporting leaders in the cascade of goals, initiatives, and KPIs from the Strategic Plan to AOP ‘year 1’ projects and metrics.
Individual Goal-Setting: Designing a framework to connect individual employee performance plans to departmental and organizational goals.
