Mujeres Latinas
Strategic Planning, Financial Sustainability, and Funding Diversification
Client Snapshot
This strategic planning case study for Mujeres Latinas highlights how a grassroots, Latina-led organization focused on healing, empowerment, and leadership for women and families partnered with Grey & Associates to build a clear 1–2 year strategic direction and a path to financial sustainability. In particular, Mujeres Latinas is a grassroots organization led by Latina women, focused on healing, empowerment, and leadership for girls, women, and families. As demand for their Community Health and Mental Wellness (CHMW) program grew, the organization needed a clear strategic direction and a realistic path to financial sustainability.
Services Provided:
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- Strategic Planning & Alignment
- Organizational Development & Capacity Building
- Financial Sustainability & Board Fundraising
- Funding Diversification Strategy
The Challenge
Mujeres Latinas entered their capacity-building period with strong community trust and a powerful CHMW program. However, they did not yet have a formal roadmap to guide growth. As a result, several challenges surfaced:
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- No multi-year strategic plan to connect the CHMW program, funding strategy, and board governance.
- A small board eager to help with fundraising but unsure how to contribute in a structured, coordinated way.
- Grant opportunities and fundraising ideas emerging in an ad hoc manner rather than as part of a clear funding diversification strategy.
Taken together, these factors meant the organization needed a strategic plan that would set a 1–2 year direction, clarify roles for board and staff, and anchor financial decisions in a shared framework.
Our Approach
To address these challenges, Grey & Associates organized the work into three integrated streams, all aligned with a 1–2 year strategic horizon. In this way, the strategic plan, financial roadmap, and funding strategy reinforced one another instead of operating in separate tracks.
1. Organizational Strategic Plan (Year 1 – 2 Capacity-Building)
2. Financial Sustainability & Board Fundraising Roadmap
To translate strategy into financial practice and board action, Grey & Associates designed a focused financial sustainability package with five concrete deliverables. Together, these elements created a clear path from vision to day-to-day fundraising activity.
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- First, a next-step recommendations document summarizing immediate priorities for strengthening financial infrastructure and board engagement.
- Next, a 60-day sponsorship sprint for board members, with clear outreach steps, talking points, and simple tracking tools.
- In addition, a customized Board Finance & Fundraising Committee structure to clarify roles, decision-making, and meeting cadence.
- Then, a 12-month Financial Leadership Roadmap outlining key milestones for revenue diversification, board development, and financial oversight.
- Finally, a 12-month Fundraising Calendar co-created with board input, sequencing campaigns, events, and grant activities so efforts support the strategic plan instead of competing for attention.
Taken together, these deliverables function as a completed, time-bound strategic planning project for financial sustainability and board capacity building.
3. HEAL Trauma Grant & Funding Diversification Strategy
To move from planning into action, Grey & Associates anchored specific funding opportunities in the strategic direction. In particular, we focused on connecting immediate grant and fundraising activities to the longer-term roadmap.
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- First, we supported Mujeres Latinas in positioning their CHMW work within the Children’s Services Council of Broward’s HEAL Trauma grant, using the strategic plan and RBA framing to articulate outcomes and impact.
- Next, we connected their first fundraiser to the broader funding diversification strategy rather than treating it as a one-off event.
- Finally, we ensured that grant applications, sponsorship outreach, and fundraising activities were aligned with the organization’s multi-year priorities.
As a result, the organization’s funding efforts now reinforce the strategic plan instead of pulling staff and board in different directions.
Results
By integrating strategic planning, financial sustainability, and funding diversification, Mujeres Latinas now has:
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- A clear 1–2 year strategic plan that connects program growth, governance, and funding decisions.
- A defined financial sustainability roadmap, including a Board Finance & Fundraising Committee structure, a 12-month Financial Leadership Roadmap, and a 12-month Fundraising Calendar.
- A practical 60-day sponsorship sprint that gives board members a concrete way to contribute to revenue generation.
- A cohesive funding diversification strategy that ties grant pursuits, fundraising events, and board-led sponsorship outreach back to the strategic plan.
- A successful award of the CSC HEAL Trauma grant, providing critical funding to expand and deepen the CHMW program in alignment with the strategic plan.
Leadership and the board are now working from a shared framework, with a clear line of
sight from vision and strategy to specific actions, timelines, and financial decisions.
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