Strategic Planning

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Strategic planning does not have to be a long-drawn-out process.

It simply needs to be intentional.

Funding for Good takes the guesswork out of strategic planning so our clients can focus on the things that matter most.

Our team brings 40+ combined years of nonprofit development experience to the table and our only mission is to set organizations up for success.

We work with diverse organizations nationwide to create visionary yet actionable plans to GROW.

Our approach is straightforward, evidence-based, and timely.

At the end of the process, you walk away with:

  • NA professionally designed, editable strategic planning document
  • NA full suite of professional templates and tutorials so current and incoming team members continue to work from the same playbook
  • NClarity and consensus around the organization’s plan for growth
board chair
“As a small nonprofit Board Chair, I was impressed with how professional, efficient, knowledgeable, and dedicated Funding For Good is in making sure a nonprofit is setting themselves up for success. We just went through our first-ever 2-day Strategic Planning process with Marie and Mandy, and are in a much better place as an organization than we were before. I highly recommend Funding For Good for any non-profit planning needs! They are worth it!”

Kelly Norris, Board Chair | Bread of Life Food Pantry, Buffalo, WY

What others say about our work:

“Over the past decades I have been a participant in innumerable planning workshops. Some better than others, most below average.

Funding for Good’s workshop here in Sheridan, Wyoming was in another realm. Concise, focused, detailed, productive, actionable.

Easily the best planning workshop I have ever attended. From the opening bell to the closing curtain, superior and sustained leadership by Marie and Mandy.

Can’t wait for them to come back again for the follow up sessions.”

Paul R. DelRossi, Chairman and Owner | North Fork Partners LLC

Want to know one of the top reasons strategic plans fail?

The right people weren’t in the room.

Our process is designed from start to finish to set you up for success.

  1. We help you bring the board, staff, and stakeholders together to ensure all voices are heard.
  2. Our facilitators are experts at helping groups navigate challenging conversations to achieve consensus.
  3. Planning retreats are high-energy and high productivity.
  4. The final plans are exciting yet attainable.

Our Process

Pre-Strategic Planning

We work with decision-makers to:

  • Break down the strategic planning into actionable steps
  • Create tasks and timelines to drive an efficient process
  • Engage teams in an organizational assessment (SWOT)
  • Solicit targeted feedback from stakeholders
  • Ensure the organization’s vision and mission statements are current and relevant
  • Prep for a productive planning retreat

Strategic Planning Retreat

We facilitate focused and highly engaging sessions to:

  • Clarify the organization’s vision for the next 5 years
  • Address barriers that might impact goals, strategies, and outcomes
  • Develop strategies to overcome barriers and achieve the vision
  • Create measurable goals
  • Establish multi-year timelines
  • Produce a detailed action and implementation plan for year 1 of your plan
  • Confirm reporting and accountability processes

Post-Retreat Support

As you prepare to put your plan into action, you can expect us to:

  • Send you a professional, editable strategic planning document within one week of the retreat.
  • Provide a full suite of professional templates and tutorials designed to streamline your review and reporting processes.
  • Jump on a support call within 30 days of your retreat to answer any questions you might have.
  • Submit a proposal for future development work should you like to explore ways Funding for Good can support your work.
*The process outlined above represents our standard approach to planning.
We customize the process to meet the unique needs of each client to ensure the most successful results.

Ready to start planning?

Interested in Board Solutions? Click here to learn more.

“Funding for Good’s delivery on Strategic Planning services met our every expectation from preparation to implementation to follow-up.

We sought a clearly focused process with broad buy-in and a professionally facilitated and carefully documented planning time resulting in a clear, simply written Strategic Plan to guide us for the next three years. Their professionals guided our board in achieving all of this. I heartily recommend them.”

Sam Avery, Board of Directors | Alder Springs Deaf & Blind Community

“Funding for Good did an excellent job helping us build a strategic plan for Spirit League. The two-day retreat was well organized, and Marie did an awesome job facilitating our sessions. Everyone got a chance to participate and buy into the final product. I have been to many corporate planning events, and this was by far the best in terms of process and output. One of the best things is that Mandy writes everything up in real-time, so you get a draft plan right away and they offer substantial support to help us make our strategy a reality.  I highly recommend Funding for Good to anyone looking to take their nonprofit to reach the next level.”

Mike Jarpe, Spirit League Board President


Just want to dive right in?

Put us to work during a customized VIP Day.

For a full day, our entire focus and attention are on you. We’ll be your extra pair of hands to get the work done, help you strategize, plan, and more.

At the end of the VIP day, you’ll have usable products in-hand, and 6 hours of solid work behind you.

The Catawba Science Center had the privilege of working with Funding for Good, Inc. to create a 3 year strategic plan for our organization. Marie and Mandy used their expertise to guide us with effective proven methods to engage staff and stakeholders with focused conversations and workshops. We conducted an environmental assessment, created a vision statement, discussed barriers to our success, and then developed strategic directions with an implementation plan with specific steps and assignments. The comprehensive process was exciting and inclusive, providing us with a plan that that we can continue to develop, while setting measurable goals to ensure the success of the Catawba Science Center. I would highly recommend the Funding for Good team to help any business through the strategic planning process!

Tracy Hall | Catawba Science

“What I found most impressive about Funding for the Good is how they led the Bread of Life Food Pantry through the entire Strategic Planning process and I recommend them to organizations who are planning for their future.  In today’s world information and decision making are rapid and quick paced.  When plans were made, Funding for the Good provided the action plan within hours after each planning session.  This kept the energy and excitement moving forward through each step of the strategic planning process, in my mind the key to success.  The presentation of tools for implementing the strategic plan to complete the measurable success was accessible and quickly applied.  With most strategic planning the plan itself takes months to complete and return to the organization who requested it, with Funding for the Good, the Bread of Life Food Pantry received a working draft copy at the end of our in-person retreat.  I also found the staff of Funding for the Good to be highly professional and competent with their work.”

Rev. Doug Wasinger | Rector of St. Luke’s Episcopal Church, Buffalo Wyoming

Plan Your Future.


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