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Strategic Planning & Organizational Assessment

Are you ready to take your nonprofit to the next level? At PMA Nonprofit Leadership, we excel in facilitating strategic planning and organizational assessments tailored to help nonprofits navigate their unique challenges and opportunities. Partnering with us means engaging in a transformative process that evaluates your operations and provides strategic recommendations for growth, ensuring your organization is well-positioned to enhance its impact on the community.

Org Counsel page Strategic Planning
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Our Approach

We utilize a comprehensive three-step process to assess your organization and develop strategic plans that integrate hard data, creative solutions, and the diverse voices of your key stakeholders. This process ensures that every aspect of your organization is analyzed and enhanced to meet future challenges effectively.

1. Assemble the Facts

  • Initial Planning: Engage with your leadership to design the assessment project, assign responsibilities, and establish a clear work plan and timeline.
  • In-depth Analysis: Study and assess your mission, vision, values, and programming/services to fully understand your organizational identity.
  • Operational Review: Analyze your governance and staffing structure, revenue generation methods, partnerships, fundraising activities, marketing strategies, and financial management.
  • Comparative Research: Develop a list of comparable organizations, key stakeholders, and significant questions to address throughout the assessment.
  • Documentation and Presentation: Organize and present data, research findings, and insights clearly and comprehensively.

2. Convene Voices

  • Stakeholder Engagement: Facilitate opportunities for meaningful participation from all levels of your organization, seeking buy-in and diverse perspectives.
  • Interviews and Surveys: Conduct in-depth interviews with various stakeholders, including staff leaders, board members, funders, and partners. Implement surveys as needed to gather broader input on key topics.

3. Tangible Outcomes

  • Clear Organizational Understanding: Gain a deep understanding of your current state, including challenges and opportunities, especially in areas critical to fund development.
  • Strategic Recommendations: Receive targeted recommendations for transitioning to a desirable future state, leveraging best practices and insights drawn from our Five Keys to Nonprofit Excellence.
  • Enhanced Decision-Making: Equip your leadership with the necessary information and insights to make informed, strategic decisions that propel your organization forward.

How the Process Works

  • Project Tracker: We’ll kick off by creating a project tracker. This living document will outline each aspect of our typical four-month project, detailing monthly tasks, responsibilities, and timelines for both parties. It ensures transparency and accountability, with regular updates and adjustments as needed to reflect any changes during the project’s lifecycle.
  • Calendar Planning: We will align with your calendar to schedule regular updates, proposing a meeting cadence of at least every other week via Zoom. Additionally, we are prepared to provide updates during your board meetings and other significant organizational milestones.
  • Material Review: Recognizing the demands on your time, we will request only essential materials necessary to effectively understand your operations and those of comparable organizations. This will enable us to conduct a thorough analysis without overburdening your schedule.

This structured approach ensures that our partnership is efficient, responsive, and tailored to your organizational needs and timelines

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Expected Results

While the primary objective is to strengthen the organization through a comprehensive strategic plan, our ultimate goal is to help you achieve enduring success. Drawing from our extensive experience, we focus on Five Keys to Success:

  • Sharpen Your Vision: Enhance how you communicate your mission, vision, and values
  • Develop Your Talent: Maximize the time and talent of your staff and board
  • Seek Collaboration: Improve your standing within the community and forge new strategic partnerships
  • Enhance Philanthropy: Develop more effective individual, major, and legacy giving strategies
  • Evaluate and Innovate: Sharpen your approach to leadership, evaluation, and innovation