Strategic Planning

Strategic planning brings out the best in an organization. It forms the foundation for high performance in all areas, from program to fundraising, and ensures that resources are used wisely in pursuit of clearly defined goals.

What We Do

Our strategic planning services, provided in conjunction with the firm of Parenteau Graves, include:

Background Research

We begin by listening to you. We review your current situation and talk with board, staff, volunteers, and other stakeholders to understand your opportunities and challenges.

Skilled Facilitation

Our skilled planning brings stakeholders of an organization into agreement about objectives, priorities, and the allocation of human and financial resources.

Excellent Analysis & Communication

We combine excellent analysis and communication skills to make your plan clear and compelling.

Speed & Accountability

We conduct our work with the flexibility and speed our world requires. We also insist on measurement and accountability so all involved understand the expectations.

Holistic Plan

When we finish a strategic planning process, we deliver a strategic plan that beautifully articulates mission, vision, values, and goals. Additionally, we craft an operational plan that provides a detailed road map to put the plan into action, as well as a companion financial plan that provides assurance of resources to achieve the goals in the plan. This complete package is vital to the success of an organization.

What clients have to say about us

Creative Fundraising Advisors’ grasp of the nation’s philanthropic landscape—past, present, and future—has given us the confidence to go where art museums could and should go in the service of their diverse communities. Paul’s approach is inclusive, strategic, and forward-looking, and he and his team have positioned the McNay well for a very bright future.

Richard Aste Director & CEO, The McNay

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