Innovative Education · Strategic Planning
Pillar 02 · For agencies & nonprofits

A plan that survives the next transition.

Multi-year strategic planning for civil-service offices and nonprofits — written by someone who has run the office, not just consulted to it. Board-ready documents, measurable milestones, and a process the next director can keep running.

Built forBoards · Directors
Horizon3–5 year
FormatHybrid · NY State
The engagement

Four disciplined moves.

The same chart Donna uses inside higher-ed, adapted to the rhythms of a civil-service office or a mission-driven nonprofit board. Quantifiable, documented, hand-off ready.

Move 01

Discovery & scope.

Listening sessions with staff and board. Document review. A written scope that names the destination before we discuss the route.

Move 02

Environmental scan.

Honest read of where the organization actually is — funding, headcount, programs, reputation, and the structural constraints leadership lives with.

Move 03

Plan drafting.

Five-year framework with annual milestones, measurable indicators, and budget alignment. Iterated with the board, not delivered to it.

Move 04

Adoption & hand-off.

A document the board can adopt unanimously and a process the next director can keep running. Annual review cadence built in.

◇ Engagement detail coming soon

Case studies in preparation.

Recent strategic-planning engagements are being written up for publication. In the meantime, reach out and we will walk you through the most relevant precedent on a call.