Strategic Planning and Performance Management
Executive Leader and Leadership Team
A One Page strategic plan for each participant’s area of responsibility
– Align and cascade plans through the leadership team & your organization
– Focused plans that are concise, comprehensive & shareable
– Short and long-term Vision and Mission
– SMART Objectives & Action Plans crafted to support your organization’s Vision & Mission
– Strategies to achieve goals over multiple years
Coaching & Performance Management
Community Inclusion: build community and collaboration by reporting progress, communicating success and sharing solutions.
Build a sustainable donor-centric development plan
Meeting preparation: Roll out the plan to key stakeholders and your board
Best Practices for implementing strategies
12 months ongoing support & leadership coaching for Executive Director or CEO
Peer-to-peer support group for Executive Director or CEO
One Page Planning and Performance Management System
12 month Cloud-based Software license
Each participant receives access to his or her cloud-based plan
Coaching sessions on using the software for strategic planning and preparation for monthly sessions to report progress
Donor Bliss for Your Organization through the Year
Instruction that builds Communication, Collaboration, Leadership skills and Teams – deepening knowledge throughout your organization.
How Donor-Centric is your Organization?
We conduct a 35 point assessment to inform strategic objectives and plan
A ½ day Mastermind Intensive Training to your leadership team. Choose topics from our list of Additional Offerings.
Board Training. Group sessions conducted quarterly
Roles and responsibilities; Fundraising 101; Millennials & Board Leadership; Onboarding new members; Shared leadership – Board & Executive Director
The Art and Science of Donor Bliss: A copy for each software license
Like what you see? Contact us to start the 12 month strategic planning and performance management program for your organization.
Need a short-term option? Inquire about our 4 month Strategic Planning and Performance Management program. The same great planning software with coaching and leadership training customized to your needs.