Services / Details
Strategic Planning
- Who It’s For
Education & Learning Organizations
- Institutions preparing for new programs, grade levels, or strategic shifts
- Schools and networks clarifying priorities or aligning budgets to long-term goals
- Organizations navigating enrollment changes, staffing needs, or sustainability planning
Nonprofits & Mission-Driven Organizations
- Organizations seeking a clear, actionable strategic plan
- Teams balancing multiple funding streams, stakeholder expectations, or program demands
- Boards and executive leaders looking to strengthen impact, sustainability, or alignment
Government & Public Agencies
- Departments launching new initiatives or enhancing existing programs
- Agencies requiring data-informed planning for budgeting cycles or operational capacity
- Teams coordinating cross-functional planning across large or complex systems
Corporate & Private-Sector Companies
- Small to mid-size businesses needing clarity on priorities, resourcing, and growth pathways
- Companies aligning staffing, budget, and operations with current or future goals
- Organizations preparing for restructuring, stabilization, or market expansion
- Business Outcomes
- Clear, actionable strategic plan with defined goals and milestones
- Prioritized organizational goals sequenced for realistic execution
- Unified alignment across leadership, staff, and key stakeholders
- KPI framework to track progress and maintain accountability
- Budget, staffing, and capacity insights to support informed decision-making
- Implementation guidance to move confidently from planning to action
- Engagement Model
Phases
- Visioning & Context Review: Understand mission, goals, organizational priorities, and current-state challenges.
- Strategic Workshops: Facilitated sessions with leadership to define priorities, clarify decision-making, and align on direction.
- Data Analysis & Modeling: Review of budgets, staffing, workflows, metrics, and scenarios to inform strategic recommendations.
- Roadmap Development: Synthesize insights into a clear, phased strategic plan aligned to organizational capacity.
- Presentation & Activation: Deliver the final plan with board-ready materials, implementation guidance, and tools to support execution.
Timeline
6–8 weeks (adaptable based on organization readiness and planning cycle)
Resourcing
Approximately 3–5 hours weekly from leadership for workshops, interviews, and milestone reviews. Optional board participation for key decision points.
- What You'll Receive
- Strategic plan with phased priorities (1–3 year horizon)
- Implementation tracker with milestones, owners, and timelines
- Budget and staffing alignment insights with scenario modeling
- Board-ready summary to support leadership communication
- KPI framework with baseline metrics
- Leadership communication toolkit to support staff rollout
Frequently Asked Questions
What if our vision is still evolving?
That’s completely normal. The planning process helps clarify vision, priorities, and direction. We
meet your team where you are and facilitate alignment as part of the engagement.
How do you handle How do you handle competing priorities among leadership?competing priorities among leadership?
Through structured facilitation. We surface tensions, create shared language, and guide leaders
toward decisions grounded in mission, capacity, and impact. The goal is aligned, realistic
priorities everyone can stand behind.
Can this work with our annual budget cycle?
Yes. The process can be timed to support annual planning, multi-year budgeting, or
programmatic cycles. We integrate financial context to ensure your plan is achievable.
What if we don’t have historical data or metrics?
We work with what you have. If data is limited, we focus on qualitative insights, operational
realities, and your organizational goals. You’ll also receive recommendations for building
stronger metrics moving forward.
Do you help with implementation after planning?Do you help with implementation after planning?
Yes. Many organizations choose to continue with Vervé for implementation support, operational
advisory, systems design, or leadership alignment. Ongoing engagement is optional and tailored
to your needs.
- Success Story
3-year plan
Developed Strategic Operational Growth plan for a multi-site organization navigating shifting priorities and capacity demands. Aligned staffing, budgeting, and organizational goals to strengthen coordination across teams and provide leaders with a clear roadmap for effective year-round execution.
Investment
Scope Factors:
- Planning horizon (1-year, 3-year, or multi-year)
- Number of departments, programs, or locations involved
- Complexity of revenue streams or funding sources
- Need for financial modeling or scenario planning
- Stakeholder availability and engagement level
- Organizational readiness for strategic change