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Lean Strategic Planning and Organizational Capacity Building

Lean Strategic Planning

A ROADMAP FOR SUSTAINABLE GROWTH AND LONG-TERM SUCCESS

In today’s rapidly changing environment, business strategies need to be flexible and nimble so you can quickly respond to challenges and opportunities. That requires a strategy founded on data and strong values. Twenty-five years of experience and hundreds of clients have allowed us to refine our strategic planning process into one that is LEAN, compelling and relevant.

Results

Knowledge of internal and external trends and best practices that drive your business

Understanding of stakeholder's perceptions and expectations

A mission (or mission statement) articulating your purpose, a compelling vision for the future and clear values that describe how you work. Long-term goals with predicted outcomes and impacts

Annual plan of work and tracking mechanisms to align everyone's efforts and guide decision making

Organizational Capacity Building

ENHANCE LONG-TERM GROWTH & DEVELOP NEW ENTERPRISES

In both the for-profit and non-profit sectors, operating efficiently is a necessity for success and sustainability. Our consultants will help you strengthen and engage your leadership and/or board, execute a sustainable business or fund development plan, improve operational efficiencies and empower high-performing teams. Our expertise in launching new products and technologies or enterprises is beneficial for both for-profit and non-profit organizations.

Services

NEEDS ASSESSMENTS AND PROGRAM MEASUREMENT PLANS

We have a proven process for identifying industry, market, and/or client needs through interviews, data gathering and market research. This will help you identify products or services that truly meet client needs and the appropriate outcomes or metrics that illustrate the true value and impact of what you offer.

FUND DEVELOPMENT PLANNING

Our game-changing model will focus your efforts while positioning your organization for long-term success so you can raise more money to change more lives. 

BOARD GOVERNANCE IMPROVEMENTS 

A strong organizational structure is built through the board of directors. We’ll help you develop board governance that will evolve with your organization as it grows and changes.

 

Governance  |  Building Cycle  |  Operations  |  Engagement  |  Board/Director Relationship

MARKET RESEARCH 

Our unique market research process reveals where your current and future services are needed and will have the most impact and ROI. This will allow you to optimize your resources and reduce the risk when entering new market spaces.

EXECUTIVE MENTORING 

Whether you’re new to the role or have been at it for years, our executive mentoring will enhance your leadership capacity. Polish your interpersonal skills, refine your professional and organizational goals and cultivate resilience so you can lead with greater impact and influence.

If you’re new to your executive director role (max 5 years), join the Newcomer’s Network for impactful and meaningful learning and networking opportunities. 

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STAKEHOLDER ENGAGEMENT (SURVEYS, INTERVIEWS, FOCUS GROUPS)

Work with expert consultants in survey design, interviews and facilitation, both in-person and virtually. When you need stakeholder feedback we have a consistent and efficient process to validate perceptions and assess satisfaction levels and future needs. 

Analysing Data

TESTIMONIAL

"In 2018, Major Chords for Minors had hit a pivotal spot – our seventh year open –and we were in financial trouble. Ann Fillmore was the next step in our path to success. She came to us with enthusiasm to help us with a Fund Development plan. Ann showed us how to make goals for funding and build the fundraisers around the goals. With her creativity and spark, we developed a catchy and unique fundraiser with a three-year development plan.  As a grassroots organization, we needed to gain the expertise of professionals to create a workable and organized plan. Omni Tech staff is Five stars and A+ all the way!"

- LEAN Strategic Planning Client

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