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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. Thirty-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.

Data Collection

We work in partnership with our clients and act as the lead facilitator of our LEAN Strategic Planning process (including meetings, interviews, etc.), unless otherwise requested. We find that helps to keep the process on track and ensures an efficient and unbiased data collection process.

 

We are experts at collecting the information necessary to make data driven decisions about the strategy. This important data includes internal and external trends and best practices that drive your business, as well as understanding stakeholder needs and perceptions (surveys, interviews, focus groups, listening sessions). Occasionally, we get asked to do a needs assessment which in essence is a robust, in-depth stakeholder analysis.

 

We utilize proven tools and facilitation methods that we have developed and honed over the last 35 years. Our aim is to make this process engaging, powerful and relevant. We want participants to be focused on their involvement and input, and less on managing the process and information. Our goal is for you to be an active and contributing participant in the process without worrying about the details.

Organizational Capacity Building

ENHANCE LONG-TERM GROWTH & DEVELOP NEW ENTERPRISES

Operating efficiently is a necessity for any successful and sustainable business or nonprofit. 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 is in helping businesses and nonprofits discover and design enterprise revenue streams that are in alignment with their mission – revenue that is not dependent upon grants or fundraising.

We also have expertise commercializing new products and technologies in the biobased market.

Services

NEEDS ASSESSMENTS AND PROGRAM MEASUREMEN

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 helps in determining the products/services to meet these needs, and the appropriate metrics to illustrate the true value and impact of your offer.

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FUND DEVELOPMENT PLANNING

Diversifying your funding base by expanding donors, grants and capital campaigns would allow for income that is not allocated toward a specific function or program. Our enterprise model will focus your efforts, while positioning your organization for long-term success—enabling you to raise more money and change more lives.

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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

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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. We also provide one-on-one executive coaching for nonprofits.

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MARKET RESEARCH 

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

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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

LEAN STRATEGIC PLANNING 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!"