Strategic, Business & Organizational Planning

Start Planning For Tomorrow Today.

Because Your History Matters.

Move Your Mission Forward.

Schultz & Williams is an industry-leading strategic planning firm offering a comprehensive suite of strategic, business and organizational planning services for nonprofit organizations. Our client relationships are built on trust, ensuring each client has the confidence needed to tackle complex challenges and manage change.

Mission-driven organizations leverage Schultz & Williams’ notable planning team to develop actionable roadmaps. We utilize the strategies, tools and resources each individual organization needs for long-term viability, sustainability and success. The results are tailor-made plans with recommendations that address the organization’s relevance to the communities, audiences or stakeholders it serves.

Our planning consultants help nonprofit leaders take bold steps and build platforms to support long-term sustainable growth and measureable ROI, defining and strengthening their capacity for success.

Strategic Planning

Identify, explore and develop the opportunities that will carry your organization into a successful future.

  • Strategic Action Plans
  • Feasibility Studies
  • Operational Plans

Business Planning

Use actionable insights and expert analysis to understand your organization’s finances and effectively plan for the future.

  • Fiscal Planning
  • Financial Modeling and Projections
  • RFP Consulting

Organizational Planning

Make informed decisions about the structure of your organization and its evolving leadership needs.

  • Executive Search Services
  • Succession and Transition Planning
  • Governance Planning
  • Board Development and Retreat Facilitation
  • Leadership Development and Coaching

Case Study: Schuylkill River Heritage Area

SRHA hired Schultz & Williams (S&W) to facilitate a strategic planning process that would help the organization achieve its mission: connecting residents, visitors and communities to the Schuylkill River and the Schuylkill River Trail.

Case Study: Reid Park Zoo

Reid Park Zoo in Tucson, Arizona engaged the Schultz & Williams team of Rick Biddle, Rick Barongi and Eileen Hillman to help draft a strategic business plan and define a new governance model.

Testimonials

“Mental Health Partnerships engaged Schultz & Williams (S&W) to support the development of a Strategic Plan in the winter of 2017. Our primary reason for selecting S&W is that their process enables all levels of our organization and Board to collaborate on the creation of this important plan. Jill Macauley and Catherine Grace did a magnificent job, immersing themselves into our work and culture. They proved to be incredibly skilled facilitators whether with executive staff, Board members or direct services staff. We are extremely pleased with the outcome of our work with S&W. As one very long-tenured leader in our organization stated at one of our planning meetings, This was the best strategic planning process I was ever involved in my 25 years at Mental Health Partnerships!”

– Michael Brody, President and CEO,
Mental Health Partnerships

“It is always hard to know, when seeking a new vendor, which one will serve you best. In some ways, you’re always flying blind. That is why we were so surprised and delighted to find Schultz and Williams, as we sought an organizational and development consultant for our nonprofit start-up. As it turned out – a full year later – we couldn’t have been more pleased with the knowledge, commitment and hard-work of our S&W representatives. And more than that, the chemistry between them and ourselves was everything we could have hoped for. They were intelligent, good humored and experienced in the needed areas. It was as if we had found two new fully committed staff persons for our enterprise.”

– Rick Boardman, Co-founder & Executive Director, American Museum of Peace

“The planning team at Schultz & Williams provided Reid Park Zoo with the tools and roadmap to bring our community a great Zoo, now and long into the future. They gathered and presented the information that our board and community leaders needed to make informed decisions. They were there for us every step of the way to guide our management team and connect us with the information or resources needed to ensure a successful transition.”

-Nancy J. Kluge, President & CEO, Reid Park Zoo

Meet Our Planning Team.

Rick Biddle

Rick Biddle

Thomas Biddle

Thomas Biddle

Matthew W. Brown

Matthew W. Brown

Catherine Grace

Catherine Grace

Mary Hackett

Mary Hackett

Sara Hertz

Sara Hertz

Jill W. Macauley

Jill W. Macauley

Betsy Murray

Betsy Murray

Connect With Us Today!

Let our planning team help usher your organization into its next phase.

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