Strategic Planning
Chart your organization’s course for the future
JGA’s Strategic Planning Process
Strategic planning is your chance to set your organization’s direction for the future – which is fundamental to your mission impact and fundraising success.
Good planning should be clear, well-organized, and tailored to you. We focus on open communication and building consensus with both your team and the people you serve.
We see ourselves as partners in helping you succeed. Our goal is to provide honest, thoughtful, and efficient guidance so your team can create a solid, practical plan you can actually use.
Core Elements: Strategic Planning
- Creating a strategic planning committee: We help clients identify the best structure for the planning process at their organization by creating a strategic planning committee that represents the organization’s key constiuents.
- Assessing the current state of the organization: JGA helps clients assess the outcomes of the most recent plan and leads a discussion to build consensus around the most critical issues facing the organization today.
- Developing specific elements of the plan: The core of the planning process is the sequential development of the strategic plan elements, beginning with vision, mission, values and the primary goals, then progressing through the more detailed and measurable objectives and tactics.
- Testing elements of the plan with a broader audience: During the process, JGA can assist clients in testing some or all the strategic plan with a broader audience beyond the organization, in addition to the board and staff.
- Developing supporting materials: JGA counsels clients as they develop materials that support strategic plan implementation.
- Engaging the board and approving the plan: JGA guides the planning process, so the board of directors is informed at each step before being asked to approve the plan.
- Implementation guidance: JGA can assist your team with taking the first steps in initiating your plan, through a combination of ongoing counsel, or other specific services like development planning and campaign readiness counsel.
Strategic Planning
Resources
“Acuity Insights helped us reallocate our resources to focus on our best prospects. It identified people who are highly engaged with us and also have capacity, but we were spending our time with others. By focusing efforts on the right prospects, we’ve grown donors who were consistently giving at small amounts and are now giving at major gift levels.“
Services & Campaign Strategy,
Flagler College
“We have a small team and are busy wrapping up a campaign, with Acuity Insights we were able to streamline our prospect research and quickly see which donors and prospects have a connection to Damar and have the capacity to make major gifts. JGA’s recommendations will help us take that next step with the data and get in front of the right people, focusing our limited resources on our best prospects.“
Damar Foundation