Not-For-Profit Strategic Planning

Who was our client?

A California based not-for-profit organization, funded by the state and private grants, with the goal of expanding both the breadth and reach of their portfolio of offerings in order to advance public health initiatives on a national level.

What did we do?

We worked closely with the Executive Director and her staff to:

  • Develop and refine the mission and vision for their organization
  • Create, develop, and implement a strategic plan for the next 5 years
  • Design the framework for their strategy to become a detailed workplan
  • Design, facilitate, and support multiple national stakeholder symposia

What were the results?

Over the past 2-year period, we have helped this group:

  • Gain national recognition and influence in the realm of Public Health
  • Grow from a $1.5 M annual budget to over $5M annual budget
  • Secure $10M in funding from a national foundation, which has enabled them to deepen their work, broaden their audience and gain a national reputation