STRATEGIC PLANNING & OPERATIONS SUPPORT

For many nonprofits and government agencies, strategic planning and the development of operational processes typically precede or are siloed from the design of data collection and monitoring infrastructure. However, to create the most efficient and strategically aligned organization, TACB Strategies recommends a data-first approach through our strategic planning consulting services.

TACB Strategies provides strategic planning consulting that emphasizes allowing your data to best serve your work and your vision. We use key metrics that will help you tell your story and engage stakeholders in all aspects of strategic plan creation. By emphasizing outcomes that prove your effect in your community, your strategic plan can become a powerful tool for creating advocates of your cause for years to come.

Additionally, once you have determined the appropriate data markers of success and have incorporated these metrics into your plan, TACB Strategies strategic planning consulting goes beyond what other organizations offer by ensuring that you have the appropriate operational processes in place to actually utilize your strategic plan. For many organizations, legislatively mandated or voluntary strategic planning represents an excellent opportunity to re-evaluate operational processes to ensure infrastructure supports, rather than restricts, the ability to enact your vision and goals.


Strategic Planning Consulting

Each organization requires a unique approach to strategic planning consulting. Below are some common activities that TACB Strategies can facilitate or lead around the creation of your strategic plan and the outlining of operational processes to support the plan. These can be tailored based on your nonprofit or government agency’s needs.

  • Conducting Needs Assessments: The needs of your community often changes over time. TACB Strategies can conduct a needs assessment to better determine how the landscape of your work has changed since your last strategic plan and investigate the unique role your organization offers in providing solutions to problems.
  • Stakeholder Engagement: It is incredibly important to involve the voices and input of your strongest partners and your field’s experts who reside in your community. TACB Strategies can facilitate stakeholder engagement through a variety of ways, including listening sessions, focus groups, interviews, surveys, or public hearings.
  • Set the Direction: Organizations can benefit from one measurable, big-picture goal that sets the direction for the rest of the plan. TACB Strategies provides strategic planning consulting that begins with supporting agency leadership in identifying a worthy goal that will capture your organization’s story.
  • Trackable Metrics: After setting a unifying goal, TACB Strategies then supports the design of related tactics and data-driven metrics to help our partners prove their impact and effects on the community. Taking a data-first approach to strategic planning consulting enables our clients to utilize their strategic plan to build long-term champions of the work.
  • Assign Accountability: Often times, plans require the outlining of responsibilities to ensure a forward momentum on progress. TACB Strategies can work with leadership to evaluate your organizational set-up as well as identify accountable roles or teams for ensuring strategic plan tactics are met.
  • Align Budgets: Activities in a strategic plan must have funding and align with the organization’s budget. Inefficient strategic plans usually fall apart as soon as an organization realizes it does not have the financial resources to complete what has been outlined in the document. TACB Strategies will work with your financial team to ensure this alignment.
  • Review of Technical Infrastructure: It can be difficult to track and monitor data-driven strategic planning metrics without the correct technical infrastructure. By taking a data-first approach to strategic planning, TACB Strategies produces a plan that aligns with your technical infrastructure or, for agencies willing to invest in proper data collection processes, will provide recommendations on how to elevate operational processes to meet data needs.

Support in Identifying Operational Roadblocks to Success

Already have a strategic plan but feel as though something is slowing down your progress? You worked hard to create your strategic plan and deserve to have a living document, not something that is forced to sit on the shelf due to operational roadblocks.

TACB Strategies is well-equipped to partner with nonprofits and government agencies in evaluating internal policies and procedures. Through this work, we support leadership in identifying how operations enables or restricts an organization’s ability to make progress on their strategic plan. Not only does this work support compliance with accountability, but our partners will receive straightforward recommendations for aligning operations and infrastructure with public-facing goals and programmatic requirements.


Estimated Costs

Connect with us for an estimate tailored to your specific needs!

Because strategic planning processes often have strict timelines, deliverables, and approval processes, TACB Strategies does not have a uniform cost for Strategic Planning and Operations Support consulting. Instead, we typically charge a competitive hourly rate based on the scope and requirements of the project.

However, we also recognize that many organizations also have strict budgets dedicated to their strategic planning process. TACB Strategies typically proposes a standard milestone-based draw against a not-to-exceed cap for this type of work to ensure the project stays within your budget.

If you have a set budget for this work and are sending an RFP directly to TACB Strategies, we recommend indicating that budget range for your Strategic Planning or Operational Process Evaluation project so that we can adjust our proposal to align with your needs.