Strategic Planning

A right-sized and collaborative project that defines the organization’s purpose and the essential strategies and initiatives to fulfill it. The process brings staff, board and key stakeholders into alignment. The output is designed for flexible and timely improvement and updating.

  • Setting your ambition for planning: Confirming why the organization is undertaking planning and what the process and output need to accomplish.
  • Understanding your Context: Defining the organization’s and external market’s environment and opportunities.
  • Choosing the Future: Defining the high-level objectives that the organization aspires to—and is able to—accomplish.
  • Setting the Course: Defining specific strategic initiatives that support the objectives.
  • Capacity and Organization Concerns: Budget perspectives, board governance, and other issues as needed to ensure leadership and alignment.

Strategic Focus and Organizational Ambition

An articulation of your organization’s core and distinguishing purpose. Why the organization is relevant and valuable to its audiences and stakeholders and how it wishes to be perceived by those audiences.

  • Statement of Strategic Intent (a blending of mission and vision)
  • Value Proposition
  • Noble Purpose

Performance Measurement

Measuring the financial and mission-based success of the organization.

  • Traditional financial sustainability metrics.
  • Innovative qualitative measures of the impact of your efforts and progress toward your objectives.
  • Training management and Board on how best to use these measures.

CuSP helps align your ambitions and capacities to amplify the impact for your audiences and the field.