Strategic Planning


Strategic Planning

Our strategic planning process includes common management tools and techniques that we have developed. 

  1. Gather facts from organization or company leader, analyze competition or similar organizations
  2. SWOT analysis - Identify strengths, weaknesses, opportunities, and threats
  3. Create a strategy or plan to fulfill identified goals
  4. Define objectives, goals, vision, mission, and actions

Other services: 

  1. Create financial management procedures/ improve internal accounting controls [Be Audit Ready]
  2. Create job descriptions 
  3. Create marketing materials - digital & print
  4. Create/update an annual report
  5. Implement a new accounting system
  6. Implement a new budgeting process
  7. Implement a staff performance/evaluation review process
  8. Incorporate as a legally recognized organization
  9. Install IT infrastructure - cameras, security
  10. Obtain 501(c) (3) status with the IRS
  11. Create a revenue or fundraising development plan
  12. Identify potential funding sources
  13. Provide revenue development training to staff