Planning & Restructuring

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Planning can be comprehensive or extremely targeted, depending on the problem you need to address. Outlined below are the services we provide to meet your requirements:

Strategic Assessment to understand where you are today:

• Internal Assessment of organization structure, operations, financial condition over time and program profitability
• External Assessment, through interviews and market research surveys to learn how you are perceived, how you compare with other similar agencies, and the key challenges and opportunities facing your sector

Market Research to learn:

• How funders, clients, and key stakeholders perceive your organization and its programs
• Your programs' perceived impact
• How you compare with other organizations in your sector or with similar business models including best practices you can adopt
• How much demand there is for a new program or service you contemplate offering
• Staff and client satisfaction levels and concerns with your organization

Strategic and Business Planning to determine how best to:

• Launch a new product or program
• Deepen and broaden your services to your existing clients
• Extend your reach to new clients or client groups
• Absorb recent growth and position yourself to continue to grow
• Strengthen and diversify your revenue streams
• Restructure and reposition to meet new challenges ranging from changes in funding and funding requirements to demographic shifts in the community

A Strategic Plan lays out the direction for the entire organization and incorporates the services outlined above, to establish your:

• Current strengths and limitations, competition and anticipated changes in the environment
• Goals for the next 3-5 years
• Resources required from leadership, staffing and management to technology, facilities and revenue
• Activities roadmap for how you and your board intend to achieve those goals across the different functions of your agency and possibly in partnership with others
• Financial projections over the period
• Measurement and monitoring scheme to track your progress in implementing the plan

A Business Plan may flow from the strategic plan or focus on a particular program or service you provide. Execution-oriented, it is more detailed in its description of how you plan to achieve your goals, the resources you will need, and how you plan to fund those resources. It also includes an implementation plan that identifies and sequences the steps to be taken over what period of time, the responsible parties, time frames for delivery, and mechanisms to monitor progress.

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