Planning & Restructuring

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Planning can be comprehensive or extremely targeted, depending on the problem you need to address, like:

• Restructure and reposition to adapt to a changing environment - funding, demographic shifts, or new trends


• Launch a new program, expand your services to current clients, or extend your reach to new ones


• Absorb recent growth and position yourself to grow more


• Strengthen and diversify your revenue streams

We use the following decision-making framework to help you solve your problem:

Set Clear Goals

Conduct an Internal Assessment of your program, people and money to see where you are now, through:

• Financial analysis


• Board and staff surveys, interviews and focus groups


• Leadership and management structure review


• Programmatic impact

Perform an External Assessment, through interviews and market research surveys to learn:

• How funders, clients, and key stakeholders perceive your organization, its programmatic impact, and leadership


• How you compare with others to highlight strengths, weaknesses and best practices


• How much demand there is for a new program or service you contemplate offering

Consider Viable Options and Choose the Best One

• Identify Decision-Making Criteria to choose among your available options


• Create Scenarios to illustrate potential pathways to your goal


• Perform a Trade-Off Analysis to understand each option's pros and cons


• Facilitate Discussions so you select the option with the highest probability of success

Create a Realistic Roadmap to Align All

• Key Actions and Timeframes, outlining and prioritizing the necessary steps to realize your goal


• Resources Required, money, leadership, staff, and infrastructure


• Organizational Changes to clarify responsibilities and improve efficiencies for staff, board and volunteers


• Marketing and Communications to motivate your staff and reach your clients, funders and community


• Financial Projections over the period to ensure a balanced budget


• Milestones, near- and mid-term, and Roles and Responsible Parties to hold the right people accountable

Measure Progress to Make Adjustments When Needed

• Create a Dashboard of key indicators to evaluate if you’re meeting targets in program, people, and money


• Employ a Budget vs. Actual Report to compare where you are now with where you planned to be


• Develop Cash Flow Projections to monitor your cash available to meet your operating expenses


• Use a Fund-Raising Report to track activities to identify, cultivate, solicit, and steward donors and funders

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