01
What it is
A planning process sized to you: from one focused session and a clear written plan, up to consultation, facilitation, a designed plan and a roadmap.
Strategic planning · From $1,800
Strategic planning services for boards and committees
Our strategic planning services give you a facilitated planning session, then a short written plan with goals, timelines and who owns what. We keep it to a few pages.
02
Who it’s for
Boards and committees heading into a funding application, a new direction, or a year where focus has slipped.
03
What we do
Talk to the people who do the work, run a session that ends in decisions, and write it up plainly.
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What you get
A plan people can open in a meeting and know who does what, by when.
From first call to handover
01 · Discovery call
Thirty minutes by Zoom or phone. You tell us what’s going on, and we tell you whether we can help.
02 · A written quote
Once we know who needs to be in the room, you get a written quote, and that quote is the fee.
03 · Consult
Your people: board, members, staff, the people who do the work. Part of the fuller packages.
04 · Facilitate
A planning session with your board, members or staff that produces decisions, not a parking lot of ideas.
05 · Write
Goals, timelines and responsibilities. A plan someone can open in a meeting.
06 · Hand over
In the full package, a designed document and a roadmap the board and staff can follow.
What’s in the work
- Stakeholder consultation (fuller packages)
- A facilitated planning session with your board, members and/or staff
- A written plan with goals, timelines and responsibilities
- A designed finished plan (full package)
- An implementation roadmap the board and staff can follow (full package)
What the plan looks like
A few pages, not a binder. Each goal has a timeline and a named owner, so follow-up is someone’s job. In the full package, it also comes as a designed document with a roadmap the board and staff can follow.
Who should be in the room
Usually your board or committee. In the fuller packages we talk to members, staff and the people who do the work first, so the session starts from what they told us.
If you already have a plan
A plan nobody reads doesn’t always need replacing. A short one-year plan with three to five outcomes, who owns each one, simple measures and the key dates can put it back to work.
What you walk away with
- A plan that fits on a few pages
- Outcomes, owners and dates, so follow-up is someone’s job
- Something you can bring to every second meeting, tick off and adjust
Two ways to do it
What sets the price
The floor ($1,800) is a focused session and a clear written plan. The ceiling ($5,500) is the full process: consultation, facilitation, a designed plan and a roadmap. Most organisations land in between, once we know who needs to be in the room.
Running a small not-for-profit? See everything we do for not-for-profits.
Prefer to do it yourself?
Related publications
From our notes
Further reading
Planning season: a year-ahead reset for boards
Skip the 40-page plan. A one-to-three page year-ahead brief, a half-day session that respects people’s time, and a calendar to keep it honest.
Why strategic plans go unread, and how to write one that doesn’t
Most strategic plans get filed and forgotten. Here is what a plan that gets used looks like: a few pages, a few priorities, named owners and a regular review.
Grants and strategy: don’t chase money off-mission
A grant can pull a small organisation away from its purpose. Five questions to ask before you apply, and a simple board habit that keeps funding in line with your plan.
Common questions
Do you work with businesses as well as not-for-profits?
Yes. We work with Australian not-for-profits and small businesses.
We already have a strategic plan nobody reads. Do we need a new one?
Not always. A short one-year plan with three to five outcomes, who owns each one, simple measures and the key dates can put the plan you have back to work.
What does it cost?
From $1,800 for a focused session and written plan, up to $5,500 for the full process. All prices include GST, and the written quote is the fee.
Tell us what’s going on.
Send us a note through our contact form. If a call is the better next step, we’ll say so.