Strategic Planning

Strategic planning is about making choices. We design and lead strategic planning processes that meet your organization where it is today and chart a clear, ambitious path forward. From fast-scaling mission-driven companies to community-centered nonprofits, we help teams define a compelling vision, make clear choices, and map a path to measurable results. Elements of a strategic planning engagement might include: 

• Landscape and Stakeholder Analysis that captures internal perspectives and external trends through tools like SWOT, PESTLE, and partner interviews.
• A 3–5 Year Strategic Framework that defines clear objectives, measurable goals, focused strategies, and indicators of success.
• Detailed Action Plans that translate strategy into execution—clarifying who will do what by when, with timelines, owners, and resource needs identified.

Organizational Design

Structure should follow strategy. As part of strategic planning or as a standalone engagement, we work with leaders to assess how your team, roles, and decision-making processes support your goals. Whether you’re refining leadership roles, clarifying cross-team interfaces, or preparing for succession, we help you uncover misalignments and identify opportunities to build a more effective, scalable organization.

• Role and Team Structure Analysis to assess how current roles, reporting lines, and team configurations support (or hinder) your strategic priorities.
• Redesign Scenarios that offer clear options for evolving your organizational structure, including visual org charts and decision-making models.
• Interface and Workflow Mapping to clarify how functions collaborate, reduce duplication, and improve cross-team alignment.
• Succession Planning that prepares for leadership transitions and ensure sustainable growth.

Talent Diagnostics

Great strategy and design only work if your people can thrive. Our Talent Diagnostic services take a close look at how you attract, retain, develop, and transition talent. We combine qualitative research—like interviews and focus groups—with practical analysis of HR and talent systems, surfacing actionable insights and organization-specific recommendations. Our diagnostics often culminate in a tailored roadmap to strengthen leadership pipelines, improve consistency in talent practices, and embed values across the employee experience.

• Stakeholder Interviews and Focus Groups that uncover how people experience recruitment, development, culture, and leadership across the organization.
• Talent Systems Audit reviewing key talent practices—such as onboarding, performance management, and succession planning—for consistency, clarity, and alignment.
• Leadership Pipeline Snapshot identifying current strengths, gaps, and opportunities to support future leadership at all levels.
• Phased Talent Strategy Roadmap with actionable recommendations to attract, retain, develop, and transition talent more effectively.