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.
Learn How Strategic Planning Can Help Your Organization
Make the most of your efforts and align your association with a strategic plan. We’ll get your organization on track to hit, and exceed, your goals.
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- Operating from an outdated strategy?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.
Client Testimonials
Just wanted to send a note to say thank you for everything you guys did to make the national meeting a success. Ashley and Alex were fantastic at picking up the pieces of a meeting that was very behind and getting us in a position to have great success. All attendance numbers were great in the end and Alex was amazing onsite at managing the hotel staff and logistics and keeping a professional calm environment amongst some dynamic personalities we have on our staff (myself included, lol). I got a lot of great compliments from the client on the event and we owe a lot to Talley for getting us there. We look forward to planning more meetings with you!
President
FLC
I would like to thank you and the entire team at Talley Management Group for the support of our organization. We see our relationship as a partnership and look forward to continuing to grow together. Thank you again for all of your support.
President
Association of Women in the Metal Industries
Case Studies
Restructuring a Nonprofit to Deliver on a Powerful Mission
A People-First Approach to Strategic Planning
The Talley team took a consultant role to help an association align their organization, create a plan for a leadership transition, and pave the way for effective strategic planning.
Building the Perfect Partnership
How We Quintupled ISEV’s Revenue
From a slow start to one of our most successful partnerships, here’s how we quintupled ISEV’s revenue with our tailored approach to association management.
Reinventing ABCSW
A New Identity, Strategy, and $100,000 in Initial Savings
See how Talley found success with ABCSW after extensive trust building, allowing us to help them unlock profits in this nonprofit case study.