SERVICES
Strategic Planning
We’ve designed and facilitated hundreds of planning processes for associations and nonprofits. Our approach consistently delivers actionable and measurable multi-year strategic plans and plans that create clear approaches and accountability for annual priorities and operations, projects and initiatives, and marketing/communications.
We’ve learned that there is never a shortage of ideas. The real skill is choosing the right ideas at the right time and following through with impeccable execution. With each assignment, we apply our knowledge of ever-changing audience nuances and needs, association and nonprofit operations, technology, and the myriad reasons some organizations sink and others soar to inspire our clients and equip them with their unique roadmap.
Our clients tell us that a huge advantage we bring is our hands-on experience executing the plans we help create. We agree. We’re experienced innovators and implementers, which has taught us what questions to ask, how to gain buy-in, what’s involved in turning a concept into reality, and what it takes for organizations to evolve and change.
Creating strategic plans that work.
A common mistake is viewing a strategic plan as a set of new or special projects that exist outside the day-to-day workings an organization. Rather, a strategic plan provides the framework and direction for everything an organization does and will do going forward.
- Research and analysis that delivers a current, multi-dimensional view of your organization today and the relevant factors that may impact its future. Our research involves thoughtful listening, gathering a range of relevant data, and applying analytical rigor so that choices are informed by qualitative and quantitative evidence.
- Facilitated virtual or in-person strategy sessions where we collectively tackle the tough questions and challenges and delve into potential opportunities transparently and constructively.
- Developing a strategic framework that articulates crucial drivers and includes preliminary goals and strategies that are then refined by the planning group before they make it into the final plan.
- Delivering a final strategic plan that has been well vetted and provides the strategic clarity needed to prioritize and make effective decisions and investments. The plan will be actionable and measurable. It will include context, clearly articulated impact goals, grounded yet creative strategies, and metrics.
- Strategy alignment and implementation support to mobilize and focus your board and staff by establishing annual action plans and Key Performance Indicators (KPIs).
CLIENT PERSPECTIVE
“Three years ago, Elizabeth and the 2B team helped us gain a clear focus for priorities and action steps. We grew our membership, increased training opportunities for our members and all Pennsylvania municipalities, and strengthened our staff. 2B recently helped us create our new strategic plan. Our members felt empowered and played a valuable role in developing both plans. It’s their organization!”
John Brenner
Executive Director, Pennsylvania Municipal League
