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Strategic Planning Process

1. Discovery & Alignment

We start by learning about your organization’s mission, values, challenges, and aspirations. We engage key stakeholders to ensure alignment and buy-in from the beginning.

2. Data Gathering & Analysis

Through interviews, surveys, and document review, we gather insights into your internal operations and external environment. We conduct a SWOT analysis to understand your current position.

3. Vision & Goal Setting

We work with you to refine your vision and define 3–5 clear, achievable strategic goals that will guide your work over the next 1–5 years.

4. Strategy Development

We break down each goal into measurable objectives, key strategies, and action steps. We also help identify resources, responsible parties, and realistic timelines.

5. Implementation Planning

We provide tools and guidance to integrate the strategic plan into your daily operations, including accountability structures and progress tracking systems.

6. Evaluation & Adjustments

Your plan isn’t static. We help you build in review points and metrics so you can assess performance, make adjustments, and stay on track.

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