Eric and Sandra - Partners in Strategy and Leadership

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 Business PlansOne 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

Planning for the OrganizationInstruction 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

Example Topics:

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.