Strategic Planning

Start Planning For Tomorrow Today.

Because Your Future Matters.

Move Your Mission Forward.

Today more than ever, nonprofit organizations need a clear strategic direction to ensure their future relevance, success and sustainability. Schultz & Williams meets this need with holistic, actionable strategic plans focused on measurable results.

These plans take shape through a process that is inclusive and engaging, creating real shared ownership. Our team behind the process draws on decades of experience in serving and leading nonprofits, and on our firm’s expertise in fundraising, marketing, and business planning. The result is a wide-angle view of each organization and its future and a strategic plan that combines inspiring vision with fundable, practical actions.

At Schultz & Williams we believe planning is a meaningful process of reaffirming an organization’s purpose and identity, visioning its future impact, mapping the course to get there and uniting the players throughout the journey. With each new planning project, we put this belief to work.

STARR

Rapid Planning in a Time of Crisis

Learn how our STARR process will help your organization build new strengths in rapid planning.

Our Strategic Planning Advantages

Shared Passion

Benefit from the extensive nonprofit experience of our experts and their shared passion for the missions we serve.

Analytical Resources

Utilize our data analytics resources to support evidence-based recommendations.

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Integrated Approach

Realize the full integration of our fundraising and marketing expertise and perspectives.

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Diagnostic Experts

Answer pertinent questions to uncover the root factors of your organization’s success.

Inclusive Process

Be part of a rigorously inclusive process involving leadership, staff and partners.

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Tailored Plan

Be part of a process that delivers a tailored plan to meet your organization’s individual needs.

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Informed Stakeholders

Reach and involve your stakeholders through frequent communications and outreach.

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Post-Plan Toolkit

Take full advantage of our post-plan toolkit to track and evaluate your progress throughout the strategic plan timeline.

How to Get Started

Fill out this form today and we will promptly respond to your inquiry.

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

"After just two years as a new community foundation serving Delaware County, we turned to S&W for strategic direction. Each member of their team was sharp, incisive, listened well, and brought their best to all of our individual and group meetings. We came away with a cogent plan that everyone - Board and staff alike - is energized to implement and that we're confident will excite our community.”

- Frances M. Sheehan, President, The Foundation for Delaware County

"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

"After just two years as a new community foundation serving Delaware County, we turned to S&W for strategic direction. Each member of their team was sharp, incisive, listened well, and brought their best to all of our individual and group meetings. We came away with a cogent plan that everyone - Board and staff alike - is energized to implement and that we're confident will excite our community.”

- Frances M. Sheehan, President, The Foundation for Delaware County

"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

Connect With Us Today!

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

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