Covid-19 taught us that strategic planning isn’t a one-time event, but a continuous process.

Prior to Covid-19, this client had been making good progress. However, emerging from the pandemic they realized their organization had lost its strategic direction, membership capacity had sunk to 50%, and leadership suffered an overall lack of clarity regarding priorities for the next 12 months. They needed to focus up, get members to return, and regain funding.

The Need.

Prior to Covid-19, this client had been making good progress. However, emerging from the pandemic they realized their organization had lost its strategic direction, membership capacity had sunk to 50%, and leadership suffered an overall lack of clarity regarding priorities for the next 12 months. They needed to focus up, get members to return, and regain funding.

The Solution.

By applying our Strategic Planning and Staying the Course solutions, we created a well-rounded blueprint to boost funding, increase community awareness, return membership 100% to pre-pandemic rates, and foster better engagement between members and leaders.

The Results.

In executing this client’s strategic plan, we took Great Big Ideas and turned them into action steps to reach each priority. Just two months into their new fiscal, the organization was at 105% of their pre-pandemic membership, with ongoing steady growth. The clarity and direction established during our Strategic Planning Session brought leadership into alignment, which continues to inform their organization’s operations to this day.