
Strategic Planning for Nonprofit and Government Organizations
Plan with Purpose.
Grow with Clarity.
Cut through the conflict and create a strategic plan your whole team believes in—with actionable goals, clear timelines, and tools that drive real results.

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Nonprofit Strategic Planning – Simplified
At Funding for Good, we used an evidence-based model and our 40+ years of combined experience to design a process that takes the guesswork out of nonprofit strategic planning.
No more thinking in circles.
No more negotiating conflicting stakeholder visions.
No more setting goals without a roadmap to reach them.
We help bring your board, staff, and stakeholders into alignment so you can lead with confidence and focus.
Our proven approach is straightforward, evidence-based, and effective. You’ll walk away with:
Clarity and consensus across your entire organization.
An energizing vision and achievable goals laid out in a professionally designed, editable strategic planning document.
A customized playbook with a full suite of professional templates and tutorials for current and incoming team members.
The option to add on crucial implementation services, like fundraising planning, board training and development, recruitment services for development and executive leadership positions, and annual support packages to help keep your implementation on track.

Define What Truly Matters. Then Make It Happen.
120+
Strategic planning processes led for nonprofits.
700+
Consensus-building + conflict resolution conversations facilitated for clients.
10,000+
People trained in strategic planning tools and best practices.
60+
Our Three Step Nonprofit Strategic Planning Process
Step 1.
Pre-strategic Planning – Laying the Groundwork for Success
Alignment is critical to a successful strategic planning process. The first phase of our work together is all about customizing our approach to match your organization’s unique goals and challenges. We don’t believe in one-size-fits-all—and it shows.
We work with your decision-making team to:
- Break down strategic planning into clear, actionable steps
- Develop practical tasks and timelines to drive an efficient process
- Lead an interactive environmental scanning session
- Collect focused, relevant feedback from key stakeholders
- Ensure your vision and mission are fresh, relevant, and inspiring
- Set the stage for a high-impact, results-driven planning retreat
The Funding for Good team has a remarkable talent for steering the strategic planning process in such a supportive and streamlined way that the results seem almost magical!

Michelle Morgan
Executive Director, Women’s Resource Center
Step 2.
Strategic Planning Retreat
Our expert facilitation ensures every moment counts. Together, we:
- Clarify your organization’s vision for the next three years
- Define measurable goals toward achieving your vision
- Design realistic, multi-year strategies and timelines
- Identify the barriers that might stand in your way
- Build smart, strategic solutions to overcome potential hurdles
- Craft a detailed action plan to kick off Year 1 with clarity
- Define clear accountability and reporting systems
Step 3.
Post-Retreat Support
As you prepare to put your plan into action, you can expect us to:
- Deliver a polished, editable strategic planning document within 10 business days of the retreat.
- Curate a set of ready-to-use templates and tutorials to help you simplify implementation
- Provide a post-retreat follow-up call within 30 days to address questions and prepare you for implementation.
- Share clear options for how Funding for Good can continue supporting your success.
*This process represents our standard approach to planning. We customize processes to meet clients’ individual needs to ensure the most successful results.
*This is our signature strategic planning process, but we customize each step to meet clients’ individual needs to ensure the most successful results.
Michelle Morgan, Executive Director of Women’s Resource Center
Sam Avery, Board of Directors, Alder Springs Deaf & Blind Community
Maria Blais Costello, Director of Program Administration, Clean Energy Group
The Data on Strategic Planning:
Position YOUR Nonprofit for Success
Research across the business and nonprofit sectors show that strategic planning and communication are “must-haves” for effective growth:
- Companies with written business plans grow 30% faster. 30%
- 71% of fast-growing companies have strategic plans, business plans, or similar long-range planning tools in place. 71%
But there are serious headwinds when it comes to gaining these benefits:
- 95% of employees don’t understand their company’s strategy. 95%
- 48% of leaders spend less than a day on strategy each month. 48%
Half of nonprofits don’t have a strategic plan.

This is why our strategic planning model is not your average planning process.
Our approach is evidence-based and consensus-centered—designed to give you and your entire organization the tools to lead with confidence and clarity.
Not Your Average Nonprofit Planning Process:
The Power of Consensus-Building
Most strategic plans fail because the right people weren’t in the room.
When key voices are missing, the plan ends up collecting dust while your team scrambles to react to change. No alignment, no buy-in, no results.
We do things differently.
Our model puts consensus front and center—every step of the way.
We get your board, staff, and stakeholders around the same table—so every voice is heard, valued, and represented.
Our expert facilitators turn tough conversations into breakthrough moments.
Our retreats are electric—fast-paced, focused, and full of momentum.
The final plan? Bold, clear, and ready to launch.


Vision-driven. Consensus-built. Action-focused.
That’s how you build a strategic plan that actually works.
That’s how you build your future.
Meg Spivey, Next Step Consulting
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