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: The Foundation for Delaware County

The Foundation for Delaware County engaged our planning team to create its first-ever strategic plan. The plan balances the foundation’s multifaceted mission—administering public health programs, making grants to improve the health of the community, fundraising to sustain the foundation, and serving as a community leader.

Case Study: National Marine Sanctuary Foundation

National Marine Sanctuary Foundation engaged Schultz & Williams to create its three-year strategic plan, focusing on the real world impact the Foundation was seeking to achieve.

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

"Much like national parks, national marine sanctuaries are held in trust for the American people. They are ours to protect and the challenges that face them are all of ours to overcome. All of us, no matter where we live, depend on the health of our ocean. The Foundation’s role is to engage people with a stake in the health of our ocean to protect their place in it. That requires inviting people to work with us as stewards. Schultz & Williams helped us define what a more national posture could look like and what specific actions we needed to accomplish to achieve our vision."

- Kris Sarri, President & CEO

“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

“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

"Much like national parks, national marine sanctuaries are held in trust for the American people. They are ours to protect and the challenges that face them are all of ours to overcome. All of us, no matter where we live, depend on the health of our ocean. The Foundation’s role is to engage people with a stake in the health of our ocean to protect their place in it. That requires inviting people to work with us as stewards. Schultz & Williams helped us define what a more national posture could look like and what specific actions we needed to accomplish to achieve our vision."

- Kris Sarri, President & CEO

“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

“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

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