Wishing your nonprofit could serve more clients, raise more funds, or hire more staff?
We can map out the steps in your nonprofit strategic plan retreat.
We can create your nonprofit strategic plan in just one day!
Let’s use your team’s collective knowledge to meet your goals and grow your nonprofit.
Strategic Plan facilitation is the most efficient way for nonprofit leaders to create a recipe for success.
Strategic Plan Facilitation
We assist nonprofit leaders to uncover their team’s collective creativity and inherent organizational knowledge to develop a custom strategic plan to surpass their goals.
“Why do I need a strategic plan?”
There are a variety of reasons that you may need a strategic plan, but here are a few examples:
Structural changes
Economic changes
Policy changes
Affirm nonprofit direction
Create a common framework for decision making
Set context for business discussions
Some funding sources require a strategic plan
How Strategic Plan Facilitation Works
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1. Book a Date
Complete the application form so we can determine if Strategic Plan facilitation is right for your nonprofit. Once approved, you’ll receive an invoice and we'll book a time for your facilitation that works with our calendars.
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2. Design Meeting
This meeting will happen 2 to 4 weeks before your scheduled strategic planning day with a small subset of the larger planning group. The purpose of this meeting is to determine the focus of your next strategic plan (revenue, organizational growth, outreach, marketing, etc).
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3. Strategic Plan Retreat
Each Strategic Plan retreat will include 6-hours of facilitation for a 1 year plan and 12-hours of facilitation for a 3 or more year plan focused on brainstorming, coaching, envisioning, prioritizing, and planning around your strategic goals.
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4. Written Plan & Follow-up
After your Strategic Plan retreat, you’ll receive your custom strategic plan within 3 business days. In addition, I will provide quarterly check in calls (up to 90 minutes) for the first year of your plan.
“Jenna helped us create our nonprofit’s very first strategic plan. The entire process was eye-opening and we should have done it sooner.”
Going into the meeting I didn’t think we would be able to discuss all of the goals for our organization during the annual board retreat, but Jenna kept us on track timewise so we were able to cover each topic. After the planning meeting, we reviewed the written strategic plan at our next board meeting. All of the board members were more tied to our goals for the upcoming year because they helped to create them and provided input for the plan.
— Rikki Hubbard, GOTR Board Member
I’m Ready to Book
You will receive:
6-hours of facilitation (for 1-year plan) or 12-hours of facilitation (for 3 or more year plan)
A customized written strategic plan provided within 3 business days
Quarterly check in calls (up to 90 minutes) for the first year after the plan
$5,000 for 1-year plan or $7,500 for 3 or more year plan
We Follow a Proven Framework that Delivers Results
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1 - Situation Assessment
The current-day snapshot and gap analysis provides a starting point for the rest of the day.
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2 - Visioning
Visualize the timeline of the plan and desired accomplishments.
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3 - Blocks & Contradictions
Identify current day realities that may prevent successfully achieving your goals.
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4 - Strategic Directions
The group will form strategic directions for the organization to move by addressing roadblocks.
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5 - Implementation Planning
Teams select projects for the coming 90 days and create specific plans.
Hello, I’m Jenna.
I am a proud Michigander who now resides in Southern California. I fell in love with strategic planning during my time on a local non-profit board. I attended my first strategic planning board retreat before I even joined the board and was instantly hooked. After that I was trained to become a strategic planning facilitator. I have been helping businesses and non-profits craft their strategic plans for almost a decade.
I have been involved in strategic plans from all aspects: facilitation, implementation, and evaluation. I know what it takes for a strategic plan to drive success for your nonprofit.
I am trained to lead participatory facilitation methods that catalyze action. I am a neutral moderator without any bias towards one faction, so I can lead focused discussion to advance your nonprofit strategy.
At the end of the Strategic Plan retreat, you’ll have…
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This strategic plan facilitation will align the priorities of you and your team through communication, collaboration, and problem-solving. Throughout the day the group will collectively determine priorities, so everyone will understand the priorities and the steps needed to take them. In addition, you will have a written document detailing the priorities.
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After spending the day collectively brainstorming ideas to help your organization improve, you and your team will leave with a common vocabulary and methodology for working together. This leads to more productive meetings and enhanced teamwork.
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This strategic plan facilitation helps discover the individual insights of all the team members. All ideas are incorporated into the overall plan, but the commonalities among the ideas and the group discussion is what informs the path the organization will pursue.
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The plan will summarize the strategic plan retreat progress and show the steps taken by the group to make the decisions they made. The plan outlines the agreed-upon priorities, the implementation steps needed to achieve the priorities, and who is responsible for each priority.
Past Clients
“Jenna allowed my employees to feel heard and valued by including them in the strategic planning process. They have been more invested, engaged, and productive since our Strategic Plan retreat.”
— Emily Cooperton, LARGE EDUCATIONAL CLIENT
Frequently Asked Questions
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A strategic plan is a document used to detail the organization’s goals and the actions needed to achieve those goals.
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We are a neutral third party, so there won’t be room to accuse the plan of prioritizing one teams needs over another teams.
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Our schedules fill up about 2-3 months in advance. If you’re planning a retreat or team meeting to discuss goals in the next quarter, we recommend reaching out as soon as possible.
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Please send us an email, jenna@minwary.us, or a DM us on Instagram, @minwary.us, to find out our next available date.
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It can be either in-person or virtual. We would be happy to travel to you and your team at your offices. Transportation and other direct costs will need to be added to your invoice and paid in advance of the strategic plan retreat.
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Due to the highly customized nature of the facilitation and plan, no refunds are offered at this time.
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Yes, we offer a payment plan of three or less. The final payment must be completed before the retreat.
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As part of your strategic plan retreat package you will receive: your strategic plan crafted during the retreat and 4 quarterly implementation check in calls (up to 90 minutes each).