Crafting Smarter Strategies Through Data and Dialogue

We lead organizations through co-creative strategic planning processes that clarify direction, align stakeholders, and build actionable frameworks for the years ahead:

• Facilitate visioning and strategic planning sessions with staff and board

• Develop clear strategic priorities, outcomes, and KPIs

• Conduct organizational SWOT, gap, and PESTLE analyses

• Align strategic outcomes with community context and values

We transform vision into real-world action plans that align resources, staffing, and operations to your strategic direction:

• Design detailed operational roadmaps with timelines and role clarity

• Develop financial models and scenario plans to evaluate investment and sustainability

• Build resourcing and revenue strategies (earned income, grants, partnerships)

• Support board alignment and internal rollout

We design and conduct inclusive, mixed-methods research that brings in the voices of the people you serve:

• Custom survey design and deployment for broad and targeted audiences

• In-depth interviews with staff, stakeholders, and community members

• Focus groups and co-creation sessions (virtual or in-person)

• Synthesis of qualitative and quantitative data into key themes and actionable insights

We help you unlock the insights hiding in your CRM, ticketing system, and audience databases:

• Analyze longitudinal data from CRM, ticketing, email, or donation platforms

• Segment audiences by behavior, demographics, or lifecycle stage

• Visualize trends and identify opportunities across programs or time periods

• Recommend improvements to internal data collection systems and strategy