Leveling the Playing Field:

Cohort Based Group Strategic Planning

Over the years we have noticed a need for strategic planning for small and medium sized nonprofits that is at a more affordable price point but is more substantial than a weekend retreat. We have designed a process to allow 5-6 nonprofits to go through strategic planning together guided by a facilitator to create robust 3 year plans to help scale the work of nonprofits.

Your Team + Commitment

• We recommend a minimum of 3 people and a maximum of 5 people per organization to participate in the process and commit to attending all of the meetings. This should be a mix of board and staff.

• We estimate your time commitment is 40 hours over the course of 6 months.

• We insist that you have board support for the process.

• Cost of Program is variable.

Who is this a good fit for?

• Nonprofits eager for strategic planning but without the budget to support a full process.

• We believe you need at least one paid staff member to make this process work.

• This process is designed for stable organizations that are past the start-up stage of development.

Sample Calendar

Project Starts

• Month One - 4 hour retreat

• Month One and Two - data collection (on your own)

• Month Three - 4 hour retreat

• Month Three and Four - Individual Board and Staff Retreats

• Month Four - 4 hour retreat