Our Strategic Planning Services

Lead with clarity. Execute with confidence.

Grey & Associates provides end-to-end strategic planning services for nonprofits, public agencies, and mission-driven teams. Specifically, we design practical plans that align priorities, establish measurable outcomes, and move work forward—fast. Consequently, leaders leave with clarity, ownership, and a roadmap built for execution.

What you can expect:

  • A facilitated process grounded in adult learning and day-to-day operations

  • Clear strategic choices and simple ways to track progress

  • A realistic implementation roadmap with owners, timelines, and budget alignment

Schedule a Consultation

What We Deliver

1) Discovery & Alignment
We review key documents, speak with stakeholders, and scan the landscape to clarify your mission, requirements, and what success looks like.

2) Strategy Workshops
We lead interactive sessions to confirm priorities, test options, and make clear decisions. Board retreats are available when you need full leadership alignment.

3) Outcomes, KPIs & Dashboards
We help your team define clear results, set 12–18-month milestones, and create easy ways to track progress. For public sector projects, we can connect this to a jointly selected public engagement tool and your existing systems.

4) Implementation Roadmap
You receive a quarter-by-quarter plan with key initiatives, owners, resources, risks, and simple communication routines to keep everyone on the same page.

5) Execution Support (Optional)
We offer leadership sessions (including Wiley DiSC), change support, and 30/60/90-day check-ins to keep momentum strong.

group selecting KPIs

Board Retreat Facilitation for Strategic Planning

We start with brief pre-work to understand your priorities and constraints. Then we design a focused agenda that leads to decisions—not just discussion. During the retreat, we capture decisions, owners, and timelines so nothing is lost. By the end, your board leaves with clear commitments and a simple follow-up plan to support implementation.

  • Pre-work
  • A focused agenda
  • Decision logs 
Consultant facilitating strategic planning workshop with team reviewing goals, KPIs, and action plan on whiteboard

How Our Strategic Planning Process Works

Our strategic planning process moves teams from insight to execution through structured facilitation. First, we clarify context and baselines; next, we align priorities and confirm trade-offs; then, we build a KPI framework and an implementation roadmap with owners and timelines. Additionally, optional board retreat facilitation secures governance alignment so decisions translate into measurable results.

Phase 1 - Define

  • Discovery & readiness check

  • Stakeholder mapping and interview plan

  • Data scan and baseline metrics

Phase 2 - Decide

  • Strategy workshop(s): priorities, value proposition, and define success

  • Draft plan with goals, key initiatives, and simple ways to track progress

Phase 3 - Activate

  • Implementation roadmap with timeline, owners, and budget considerations

  • Board/leadership briefing and communications toolkit

  • Optional facilitation for the first execution sprints

What Makes Our Approach Different

First, we translate vision into a few decisive strategic choices grounded in data; next, we facilitate the trade-offs that clarify focus. Then, we operationalize the plan with a KPI framework and an implementation roadmap your team can manage. Additionally, we reinforce adoption through leadership development and right-sized engagement. Unlike templated reports, our process builds governance cadence, decision logs, and dashboards. Ultimately, you leave with a strategy your organization owns—and executes quarter by quarter.

 

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Frequently Asked Questions

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What is STRATEGIC PLANNING?
Strategic planning is a structured, time-bound process that defines where your organization is going, why it matters, and how you will get there. It turns your mission into a small set of priorities, clear results, funded initiatives, and a regular review rhythm. Typical outputs include a simple strategy map, a 12–24-month implementation roadmap with owners and timelines, and a schedule for checking progress (monthly or quarterly). Unlike an annual plan—which focuses on budgets and tasks—strategic planning clarifies choices and trade-offs so your team can execute with confidence.
How Do I Know if my organization is ready for strategic planning?
You’re ready when leadership is aligned on the purpose, decision-makers can participate, and you have the capacity to implement the plan. Specifically, readiness looks like:

  1. A clear sponsor and steering group,
  2. Agreement on 2–3 primary outcomes for the plan,
  3. Access to basic data and stakeholder input,
  4. Time on calendars for workshops, and
  5. Budget and staff to execute the roadmap.

Recommendation: If two or more of these are missing, run a short readiness sprint first to close gaps.

Do You Only Work With Established Companies?
No, our team works with organizations at every level. 
How long does a strategic planning engagement take, and what are the phases?
Most projects run 8–12 weeks. We follow three phases:

  • Define: Review documents, gather input, and clarify your baseline.
  • Decide: Facilitate working sessions to set priorities and define success.
  • Activate: Build and launch a clear roadmap with owners, timelines, and budget alignment.

If you need a focused Board Retreat and 90-day action plan, we can typically complete that in 4–6 weeks.

What deliverables will we recieve?

You’ll receive:

  • A concise strategic plan that outlines your priorities, strategies, and how you will measure success
  • A 12–18-month view of key milestones and simple tools to track progress
  • A practical implementation roadmap with owners, timelines, resources, and key risks
  • An executive briefing deck you can use with your board and leadership team
  • Optional engagement summaries and templates/dashboards that can connect to your existing systems (such as ClearPoint)

Contact

Phone

(754)269-9001

Email

connect@greyandassoc.com