Strategic Planning for Nonprofit Organizations

How Strategic Planning Sets Your Organization up for Success

Give your mission-driven organization the roadmap it needs to fulfill your purpose and make the most of your resources. With a strategic plan, you’ll have a clear path forward crafted around your organizational goals and resources so you can sustainably grow your nonprofit over the next several years.

• Align your organization with a transparent evaluation of your operations and clear goal setting. We’ll bring a fresh perspective to your team so everyone can get on the same page, reignite the passion for your mission, and move forward with confidence in your vision and goals through clear next steps.
  

• Understand where you succeed and where you need help with our holistic evaluation of your association. We’ll work with your team to create a SWOT analysis and understand where you’re at and where you excel. Then we’ll work together to craft a plan that guides you to where you’re going while emphasizing your strengths and improving your weaknesses.
  

• Evaluate your organizational structure to set you up for success. Our process includes a thorough review of your organizational and leadership structures to make sure you have the right people in the right place to facilitate your growth.
  

• Ensure you’re moving forward with project timelines, progress check ins, and a concrete five year plan. The implementation is just as important as the planning, and we’re here to guide you through every step. We’ll help you keep your team accountable and moving forward so you stay on track toward your growth.

Is your organization…

• Navigating a period of uncertainty?
• Undergoing leadership change?
• Struggling to unlock revenue?
• Working inefficiently?
• Leaving your mission out of your day-to-day operations?
• Operating from an outdated strategy?
• Missing a clear direction for the future?

It’s time to consider strategic planning support from the experienced partners at Talley. We’ll get your organization on track and working toward your goals in a practical, effective way to set you up for success.

The Talley Approach to Strategic Planning

After 35 years of crafting strategic plans, we’ve developed a tried and true method to prepare nonprofit associations for growth. Over several months and three stages, our strategic planning process is designed to take a holistic look at your organization to better understand your team, your mission, and your goals to push your association to the next step.

1. Pre-Planning

We’ll kick off the strategic plan with a survey of your operations through interviews with key stakeholders and focus groups, then compile benchmarking data. At the end of the prep work, we’ll have a clear idea of where your association currently stands so we can dive into the planning.

2. Strategic Plan Creation

Next, we join your team in person to take you from a 30,000 foot view of your organization and its goals, down to the nitty gritty details of tactics, initiatives, and responsibilities to ensure your strategic plan gets executed. Within four weeks of the in-person session, you’ll be ready to hit the ground running with a clear, actionable plan.

3. Implementation & Evaluation

To ensure your organization is making progress on your plan, we’ll schedule several check-ins. We’ll help you take a critical look at your advancement and gather any relevant data so you have measurable numbers to compare with your benchmarks. We’re here every step of the way to help you make the most of your strategic plan.