Choosing the Right Strategic Planning Process for Your Organization

M. Gale Associates, Fort Worth Nonprofit Fundraising

There are many different approaches to strategic planning, but in our experience a strategic planning process should at a minimum take your organization through an examination of its assets, strengths, operating environment and opportunities while developing a vision for the immediate future of the organization.  A successful strategic planning process is one that promotes high levels of participation from both the board and staff of the organization.  This participation will align your staff and board around common goals and strategies and provide a foundation for the collaboration and support needed to accomplish those goals.

We also encourage the use of outside consultants/professionals in the strategic planning process. While there may be ample experience internally, external facilitators bring objectivity and are solely focused on this process itself so that the internal group can focus on the work they need to accomplish through the planning process. When choosing consultants or professional guidance on strategic planning consider the following:

  • What role will we need the consultant to play?
    • Process or Methodology Organizer?
    • Consensus Builder?
    • Planning and Scheduling?
    • Plan Implementation & Accountability Process Organizer?