STRATEGYBefore You Plan
Consider the questions that clarify whether your organization is ready for strategic planning.
Starting questions
- What decision or change should a plan help make possible?
- Do we have capacity to act on the results?
- Whose perspectives need to inform the process?
GOVERNANCEBoard Role Clarity
Explore the core responsibilities that connect healthy governance to mission impact.
Five responsibilities
- Strategic leadership
- Financial stability
- Ambassadorship
- Executive oversight and support
- Healthy governance
LEADERSHIPTransition Readiness
Identify what needs to be documented, delegated, strengthened, or planned before a leadership transition.
Starting questions
- What knowledge currently rests with one person?
- What needs to change before the next leader arrives?
- Who will own transition decisions?
IMPLEMENTATIONStrategy Check-In
Translate a completed plan into a manageable rhythm of decisions and learning.
Starting questions
- What was completed and what changed?
- What is blocked and who can unblock it?
- What needs to be adjusted next quarter?