Strategic Planning & Positioning

The Framework

A solid strategic plan is a brief, simple document that guides the entire organization. Strategic planning is about making deliberate decisions, based on context, and about focus. It is as much about what an organization does not do, as what it does do. Strategic goals define the desired outcomes, given an organization's mission, vision, values, position, and markets. A strategic plan becomes the basis for staff and board meeting agendas. If the organization is not routinely discussing progress towards strategic goals, it is not discussing the critical work that must be accomplished.

External, internal, and market conditions are essential elements in designing the plan. Typically, in a one or two-day retreat setting, board and staff make strategic decisions and create the plan. At the end of the day, participants walk out with the plan outline in hand. A follow-up session is effective in developing the annual work plan or implementation plan.

Our Services

In building a strategic plan, Conservation Impact will:

  • Design the process with leadership or with a planning committee
  • Articulate the process and outcomes for staff and board
  • Design the research process
  • Conduct research and prepare the external, internal, and market analyses
  • Identify the necessary strategic decisions to be made
  • Design and facilitate the planning retreat and follow-up session
  • Prepare and deliver all products within 48 hours of the planning session

The Results

  • Greater focus in organizational work activities
  • Easier priority setting and decision making
  • Increased clarity among board, staff, and external constituents
  • Increased effectiveness in marketing and resource development
  • Indirect results include a more involved and engaged board and a more cohesive and satisfied staff

Conservation Impact  |  1792 Wynkoop Street, Suite 307, Denver, Colorado 80202  |  Phone/Fax 303.223.4886