A thoughtful process for meaningful progress.
The Strategic Planning Process
Every organization has its own rhythm, history, and challenges. That’s why we start with the scope — clarifying what you’re trying to solve for, what measurable success looks like, and where alignment can use improvement. This mini-process sets the stage for true discovery.
DISCOVER
We listen, learn, and analyze—surfacing insights from data, stakeholders, experts, and context. Our discovery is grounded in root-cause analysis and Appreciative Inquiry, ensuring we address causes, not just symptoms.
(Re)DEFINE
Armed with what we’ve discovered, we revisit our original definitions of success. Are our outcomes still right? Do they need to be sharpened? We clarify measurable outcomes that truly matter.
DESIGN
We co-create strategies and activities—big picture and detailed workplans—that align with the outcomes. Measurement is built in, so effectiveness and impact can be tracked from day one.
DELIVER
We implement the plan, measure impact, and adapt quickly. Barriers aren’t roadblocks—they’re prompts for re-design and further discovery.
DEVELOP
Change is constant, so iteration is baked into our process. We learn as we go, refining outcomes, strategies, and activities in real time. The cycle continues—evolving as the work unfolds.
Where We’re A Fit
We bring extensive experience working within complex organizations, including nonprofits, health systems, public agencies, and purpose-minded companies. We support and coach leaders navigating growth, change, or reputation moments.
Our speciality sectors include youth serving, reproductive health, faith-based, community development, housing, and disabilities, especially within federated models and multi-stakeholder environments.
What Sets Us Apart
Two lenses, one team: strategy + storytelling + systems + culture.
Participatory by default: design with your team, not at them.
Human-centered design: inclusive processes, accessible deliverables, community-grounded outcomes.
Bilingual & bicultural: authentic Spanish/English communications and transcreated campaigns.
Trusted Network: partnering with MCA Marketing and others brings the right expertise to each project — so you get a nimble team from strategy to execution.