Strategic Planning
We help you establish the foundation to achieve your vision and highest potential, ensuring that resources are used wisely in pursuit of clearly defined goals.
Prepare
We begin by leading a range of discovery activities that will help build a solid foundation for subsequent planning steps and ensure you are well-prepared to engage external stakeholders and community members in the strategic planning process.
Listen
We gather insights from across your community to help inform the vision, critical issues, and key priorities for your organization.
Shape
We guide the shaping of the strategic plan through an iterative process that engages the full board and staff at key points. Multiple rounds of draft reviews and discussions will ensure the plan is refined, aligned, and fully supported across your organization.
Create
We create and deliver a strategic plan, an operating plan, a progress dashboard, and a financial plan. Together, these tools will help your organization align and achieve your strategic goals.
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
