The Process To Success

Through the Capacity Building System ™ Three-Day Strategic Planning Session, your nonprofit will have a plan and strategy of building blocks to grow your organization. 

You will sustain your growth and scale the organization with ongoing quarterly accountability and other tools.

Step I – Introduction:

One-hour call to learn more about the Capacity Building System ™

Step 2 – Three-Day Strategic Planning Session:

This session is completed either in-person* or via Zoom and should include your organization’s leadership team and board’s executive leadership. The Three-Day Strategic Planning days don’t have to be consecutive but should be completed within one month. 

During the session, we will cover:

  • Why: Mission & Niche, Vision and Values
  • Where: Roadmap Forward
  • Who: Structure and People
  • How: Processes
  • Metrics, Meetings, and Messaging

Step 3 – Three Quarterly Checkpoints:

Coaching Sessions in-person* or via Zoom and should include your organization’s leadership team.

Step 4 – Annual Goal Setting:

This session is completed either in-person* or via Zoom and should include your organization’s leadership team and board’s executive leadership.

Step 5 – Ongoing Coaching:

Available upon request

Are you interested in learning more? Fill out this form to schedule your One-Hour Call!

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