Strategy and Planning for non-profits

A lack of consistent funds makes it hard to imagine your organization’s future. Your donors are changing, and it’s getting harder and harder to reach and connect with them. The funding you relied on a few years ago doesn’t seem so sure.


We help you understand your supporters and craft a system that moves people from strangers to loyal donors. Your organization gets a clear roadmap to success, improved focus, and alignment of resources with your most critical objectives. We call it a Growth Playbook. More than a plan, a playbook helps define your overall strategy and the steps you’ll take to get there. A playbook gives you the flexibility to use your strategy repeatedly in multiple scenarios as you grow.

How we work:

We offer a variety of options to fit your budget.

  • One-day strategy sessions for teams that need a jump-start on their planning
  • Group facilitation and coaching for teams that want to make their own plan
  • Done for you: In-depth research and analysis for teams in need of a new solution

Our process:


We work alongside leadership, conducting research and facilitating conversations that result in a clear vision, goals, and tactics.

  • Analysis of past results and current workflow
  • Benchmark your past results against peers
  • Collect feedback from stakeholders
  • Create a vision and set goals
  • Define critical success factors and organizational values
  • Develop strategic options and measurable objectives
  • Craft detailed action plans for implementation that best utilize your existing resources

Planning success story

Good Ways Inc. worked with the Board and staff to develop a playbook for an organization that had grown from a volunteer organization. At the time, they had no development department. With their playbook in hand, this community social services organization grew from $1M to $3M in three years. It hired its first Development Director and continues to expand its presence in the community.

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