Strategic Planning

Plan to Succeed

ISI Consulting knows that nothing works unless you move ideas into action. We've developed a set of practices that will ensure success in whatever you want to accomplish.

ISI Steps to Success
Ideas
Ideas

Ideas involve your mission, market analysis, and solidifying your strategic advantage. What makes your organization stand out? What part of the landscape - whether it’s corporate, community, or nonprofit – do you inhabit? What do you hope to accomplish and where do you want to be in one year, or five?

A comprehensive needs assessment gathers the information to make strong, data driven decisions.

Organizational Scans - In-depth examination of your organization's current state. Items reviewed may include current funding, existing team structure, meeting agendas, planning documents and evaluation tools.

Environmental Scans - Research similar organizations and programs in other areas of the United States. Focus will be placed on activities and strategies identified by the client.

Community Scans - Utilizing key informant interviews and surveys we compile qualitative data to give insight into the community's perspective on current impact.

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Process
Process

We help you discuss barriers to progress, design vision elements, and determine strategic actions that create a roadmap for moving forward. Based off an extensive environmental scan (landscape analysis, focus groups, key informant interviews and surveys), we work with your team to create three to five strategic anchors. These are the specific areas you believe with a high degree of confidence are going to get you where you need to go.

Strategic Planning and Board Retreats

During your strategic planning retreat we utilize break out sessions, small group exercises and the needs assessment documentation to make sense of the data laying the foundation for the work of the strategic plan.

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Action
Action

We work with you to move from your current reality to your desired future. This process typically includes a day-and-a-half, in-person facilitated session. We help you create both a three-year strategic plan and 90-day implementation plans.

Strategic Plan Development

Emphasis is placed on clear goal setting, development of action plans, identifying responsible team members and establishing timelines for completion. Strategic planning combined with clearly defined implementation plans leads to results for your organization and the communities you serve.

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Results
Results

We’ll ensure you have a carefully designed implementation plan based on specific actions, success metrics and strategies. We provide a comprehensive report detailing the data used, strategic anchors and next steps. And we’ll be there down the road when you need to revisit or adapt your strategic plan to a changing world.

Choose ISI to clarify and plan for your desired future.

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We Love Our Clients

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Strategic Planning Customer
Strategic Planning Customer
Strategic Planning Customer
Strategic Planning Customer
Strategic Planning Customer

Testimonials

“Holly did a great job of providing structure and framework for the board to plan the next 90 days.”

- KM

Testimonials

“All of our action teams are working and motivated and the retreat was over a year ago. I have no doubt we will accomplish all of our goals in our three-year plan.”

- SH

Testimonials

“Holly is a great facilitator. She has a way of taking complex and emotional topics and making them feel less stressful and more manageable to process.”

- TB