Our Services
Defining the future you want to see in the world
Strategy & Planning
Do you know how to diversify your funding sources? How about developing a simplified strategic plan without spending a fortune? Can you draw a direct line from your strategic plan to your operations to the performance feedback that your staff and volunteers receive?
Strategic and operational planning are at the root of how your people live out your mission, vision, and values on a day-to-day basis given the current context they are facing. This work can seem overwhelming because it can be very conceptual and theoretical. Having the skills and experience to facilitate these discussions in a way that empowers collective action.
At Purpose Forward, we’re not naive enough to think we have the answers. Our role is to help facilitate this work to bring out the wealth of knowledge that exists within your existing group of stakeholders.
Whether you want us to help you develop operational plans based on your strategy, analyze data for your team, or facilitate strategic planning sessions with your Board, we can help. As of now, most of the support in this space is provided by our CEO working directly with your senior leadership team and Board. Whenever we provide information to your team, we tell the story behind the numbers to provide context and insight to you.
Through our strategic and operational planning work, our goal is alignment. We want your team to feel aligned with your mission, vision, and values while understanding how their daily work helps achieve these objectives.
Includes:
- Facilitation of strategic planning
- Experience with modern tools (business model canvas) and traditional tools (business plans)
- Templates and guidance on working through strategic and operational planning
- Support on integrating strategic planning and execution
- Alignment of HR practices and organizational policies with a strategic plan and/or philosophy
- Financial planning and analysis
- Balanced scorecard development and reporting
- Project management of the planning cycle
- Training and educational materials to develop organizational capacity
- Continuous improvement of data integration and segmentation, a core component of evidence-informed decision-making
Out of scope:
While we can help guide your strategic planning work, your team must decide on the best path forward. Ultimate decision-making authority remains with your team.