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

In 2015, 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 in 2017.


“The strategic plan developed in collaboration with Consultant Jill Macauley and Schultz & Williams provided us with a strong advantage going into an executive search. We were able to attract a high caliber of candidates who all spoke highly of the benefits of knowing our goals at the time of applying for the position, and the Search Committee was able to zero in on exactly the key attributes we will need in a successful candidate in order to achieve our plan over the foreseeable future.”

– Wendi Wheeler, Board Chair,
Schuykill River Heritage Area

“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

“In 2015, we embarked on a strategic planning process, partnering with Rick Biddle and Jill Macauley from Schultz & Williams. This was a great and informative experience for our staff and Board. The process helped our team rally around a clear direction and action plan. In 2017, Schultz & Williams led us through an integrated business and facility master planning process, empowering us to confidently pursue a bold, yet realistic, vision for the Zoo’s future.Schultz & Williams is an incredibly supportive partner, encouraging us to reach for new heights.”

-Dwight Lawson, Ph.D., Executive Director & CEO, Oklahoma City Zoo and Botanical Garden

Meet Our Planning Team.

Connect With Us Today!

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

Copyright © 2018 Schultz & Williams, All rights reserved.

Powering Missions That Matter, Schultz & Williams StaffSolutions and S&W ProFile Analytics are trademarks of Schultz & Williams.