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Employee-led Strategic Planning for Regional Nonprofit

Creating an Actionable Plan for Healthier, More Equitable Communities

Summary

A regional non-profit bringing together multi-sector partners across three states needed an updated strategic plan to advance healthier, more equitable communities. The staff wanted a plan that was actionable, measurable, and served as a guide for their day-to-day work.  


We engaged with 50+ staff and the Board of Directors to design a comprehensive and actionable strategic plan and implementation plan. 

  • Conducted an all-staff survey

  • Facilitated focus groups and key informant interviews

  • Facilitated strategic planning sessions  with multiple teams

  • Coordinated a strategic planning committee 

  • Developed an implementation plan, tools, and resources 

  • Created an evaluation framework for measuring plan effectiveness


The work strengthened internal alignment, the capacity to measure progress on key goals, and created a framework for collaborative implementation of the plan. 

Keywords

Strategic Planning, Equity, Facilitation, Presentations & Reports, Leadership Support, Nonprofit Organization

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