Strategy & Planning

Strategy & Planning

We cocreate inter- and intra-organization strategic roadmaps with people who must implement them.

We measure the success of our strategy and planning by the degree they drive aligned, transformative action. We’ve helped hundreds of social sector organizations and cross-sector groups develop comprehensive, accountable, and action-oriented strategic plans. Our engaging human-centered strategy and planning methods inspire and support your diverse stakeholders to map — and own — a clear course for your collective future.

Most of our planning projects take a socio-ecological perspective to address multiple layers of systems and services, and many apply system of care principles for integrated, culturally-responsive service and system strategies. We help your stakeholders clearly define shared accountability and metrics for Results-Based Accountability™ to drive shared results. And we help you prioritize policies and investments to ensure that targeted populations get what they need to reach universal goals for community well-being through a targeted universalism approach.

Our services include:

  • Stakeholder Communications and Engagement Support
  • Participatory and Collaborative Planning Workshops
  • Strategic Frameworks and Actionable, Accountable Workplans
  • Results-Based Performance Management Frameworks
  • Collaborative Governance Design



We harness diverse data sets and human perspectives for critical insights to inform where and how to prioritize your resources.


We co create inter- and intra-organization strategic road maps with people who must implement them.


Service & System Design

We facilitate inter- and intra-organization teams to design people-centered models and supportive infrastructure.


We help organizations build conditions to catalyze and sustain system transformation with technical assistance, training, tools, and coaching.