Nonprofits have to deal with a lot of different things at once, like financial issues, changing community needs, board governance, and not having enough resources. It’s easy to get stuck in a loop of reacting instead of leading when you don’t have a clear plan.

• Get your board, staff, and stakeholders all on the same page about a common goal
• Concentrate scarce resources on projects that will have a big effect.
• Make your case for financing and collaborations stronger
• Make your goals clear and tell people how to tell if they are met
• Be strong and flexible when things are uncertain.

Nonprofits can’t afford not to engage in strategic planning; it’s a must-have for staying alive, staying in business, and delivering quality service.

We make sure that each planning process fits the size, scope, and stage of your business. We’ll help you through an organized, open process that will help you get on the same page and understand what you need to do, no matter if you’re a small grassroots nonprofit or a nationwide association.

Full Engagements in Strategic Planning

We help with the whole planning process, which involves getting input from stakeholders, looking at the environment, running guided workshops, and making a formal strategic plan.

The result is a clear, doable plan that fits with your vision, resources, and goals for making a difference in your community.

Creating a Mission, Vision, and Values

We run thoughtful, interactive sessions that help your team clarify or update the basic statements that guide your work.

The result is a strong purpose statement and values that your internal team and outside stakeholders can relate to.

Helping with Board and Leadership Retreats

Customized retreats are meant to help board members, staff, or both work together, deal with problems, and start important conversations.

Result: A leadership team that is stronger, more aligned, and more committed to your objective.

Tune-Ups for the Strategic Plan

If you already have a strategic plan but it’s not working for you anymore or it’s just sitting there, we’ll help you go over it again, get it back on track, and get it going again.

Result: A new plan that takes into account your current situation and shows you how to move forward.

Sessions for Setting Goals and Priorities

We help leadership teams figure out which goals are the most important and how to reach them by leading them through structured activities.

Result: Clear, doable goals that everyone on the team agrees on.

Strategy for Engaging Stakeholders

We create engagement procedures that are open to everyone and include a wide range of voices in your strategic planning, such as staff, donors, clients, community partners, and more.

Result: A plan based on what the people you serve and the people who help you say.

We don’t simply give advice; we also help, think with you, and show you the way. This is why we are a good fit for nonprofits:

20+ years of experience in the nonprofit sector; collaborative, inclusive facilitation that builds trust and buy-in; customized processes that fit your capacity, mission, and size; use of proven tools like SWOT, PEST, Theory of Change, and Balanced Scorecard; and a values-based and culturally competent approach

We come to your organization as it is and help you get to where you want to go.

We are delighted to help many different nonprofit groups all around Canada, such as:

• Organizations that provide health and social services
• Organizations that work in the arts, culture, and heritage
• Nonprofits that help kids and teach them
• Groups that work for the environment and for social change
• Associations at the national and provincial levels
• Organizations based on faith
• Philanthropic and charitable foundations
• Groups and organizations in the neighbourhood and at the grassroots level.

We know that every organization is unique; therefore, we make sure that every engagement shows that.

Your whole company will benefit if you put time and care into planning. Our nonprofit clients routinely report:

• Better alignment between the board and staff
• Better at getting donations and getting grants
• Clear priorities and ways to make decisions
• More accountability and involvement from the team
• More trust from the community and stakeholders

Let’s make a plan that will help you carry out your mission.

Q: What makes strategic planning for charities different?

A: Mission, values, and the voices of stakeholders are the basis of nonprofit strategic planning. The goal is to make a difference that can be measured and growth that lasts, not just money.

Q: Can you help get the board involved?

A: Yes. We make sure that board members have secure, interesting places to work together, set priorities, and feel confident in their ability to lead.

Q: Do you have prices that change based on how much you buy?

A: We know that budgets are different. We can help you look into funding options and prepare associated grants, and our services can be adjusted and expanded as needed.

Q: How long does it take to establish a strategic plan for a nonprofit?

A: The size of your organization and your goals will determine how long things take. A full process usually takes two to four months, while a refresh or focused alignment could only take a few sessions.

Q: How big are the NGOs you work with?

A: We deal with groups of all sizes, from local neighbourhood teams to big national associations. Your devotion to the process and your vision for impact are what matter most.

Satori Consulting Inc. can help your nonprofit get more clear, work together, and go forward.

Call us at 905-627-0555

Email: sandiv@satoriconsulting.ca

We are proud to serve charitable groups all around Ontario and Canada.