Strategic Planning


Introduction

After working with United Ways for more than 30 years, we know first-hand that United Ways are unlike any other nonprofit organization. We have developed a strategic planning process that recognizes the unique aspects of United Way, including workplace campaigns, designations, allocation processes, partner agencies, community impact, and affinity groups.

We have helped United Ways like yours to clarify their purpose, set concrete bold goals, and implement proven strategies to achieve their purpose and goals. We will work with your United Way to develop a strategic plan that specifically addresses your impact/investment, resource development, and marketing/engagement efforts. Our strategic plans have helped United Ways to grow their resources under management, simplify their marketing and messaging, and become leaders of change in their communities. 

If your United Way wants to develop a comprehensive plan to achieve your goals and secure a successful future, our uniquely designed strategic planning process is for you.

Strategic Planning Process

There are four elements to our strategic planning process: research, direction, strategies, and planning.

  • Research: Understanding the perceptions and needs of your donors, community, partner agencies, and workplace campaigns is the first step to developing a successful strategic plan. Together, we will ensure you have input from all of your stakeholders to inform your strategic planning process.

  • Direction: Using the input from your stakeholders, we will help your United Way to clarify your purpose. We will help you refine or develop your mission, vision, and bold goals for what your United Way will achieve in partnership with your community.

  • Strategies: We will share with you a variety of proven strategies which have been used successfully by other United Ways to grow their resources under management, simplify marketing and messaging, and become leaders of change in their community.

  • Planning: We will help you pick the best strategies for your United Way and develop a comprehensive strategic plan for your impact/investment, resource development, and marketing/engagement efforts that will achieve your purpose and bold goals.

Developing a strategic plan for your United Way can help to address some of the most common United Way challenges, including:

Next Steps

Contact us to learn more about how our strategic planning process can help your United Way increase its resources, maximize its impact, and remain relevant in your community.


Here’s what our clients have to say about working with us: