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HOW JB CONSULTING FACILITATES YOUR STRATEGIC PLAN
Strategic Planning for Nonprofits
At JB Consulting Firm, we believe that a well-crafted strategic plan does far more than hang on the wall. It becomes the roadmap that drives your nonprofit’s growth, sustainability, and mission impact. I bring decades of experience as both a nonprofit executive and legal advisor to guide organizations through a collaborative, results-oriented planning process.
Our Process: From Vision to Action
Below is a step-by-step overview of how we engage with a nonprofit to design and implement a strategic plan that aligns your board, leadership team, and stakeholders around your future.
1. Convene & Discover
Facilitate a kickoff meeting with your board and senior staff to clarify expectations, scope, timeline, and roles.
Conduct interviews, stakeholder surveys, and data reviews (including programs, finances, and operations) to understand current strengths, challenges, and opportunities. A shared baseline understanding of where you are now...what’s working, what’s not, and why.
2. Goal-Setting & Prioritization
Work with your team to set SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound).
Facilitate prioritization of initiatives: what must happen in year 1, what comes in year 2-3, and what can wait.
Define key performance indicators (KPIs) and milestones for each goal. A prioritized “roadmap” of initiatives with clear metrics and timeline that your board and staff can confidently support.
3. Implementation Planning
Translate strategic goals into actionable plans: who does what, by when, what resources are needed, and how progress will be tracked.
Identify risks and dependencies, and build in review cycles.
4. Monitoring, Review & Adaptation
Establish a regular check-in cadence (quarterly, semi-annual) with board and staff to review progress, evaluate KPIs, and adjust course as needed.
Facilitate “lessons learned” sessions to refine strategy implementation and build continuous improvement into your organizational culture.
Support the board in integrating strategic updates into annual reports and governance practices.
What to Expect from JB Consulting
What to Expect from JB Consulting
What to Expect from JB Consulting
When you partner with JB Consulting for strategic planning, you’ll receive:
- A clear engagement timeline, deliverables, and budget upfront
- Facilitation of key workshops and interviews (board, staff, stakeholders)
- A strategic plan document conveying your vision, goals, KPIs, action plan, and monitoring framework
- A follow-through process to ensure the strategy is integrated into your governance, management, and performance culture
Why This Approach Works
What to Expect from JB Consulting
What to Expect from JB Consulting
- Tailored to your nonprofit. Every plan reflects your unique mission, culture, resources, and context.
- Board + staff aligned. I bring both legal/governance and operational lenses, helping your leadership team and board speak the same language around strategy, risk, and execution.
- Built for action. From goal-setting to implementation, the emphasis is on doing; not just planning. You get a practical roadmap you’ll actually use.
- Sustainable and adaptive. The strategic plan becomes a living tool, not a dusty binder. Upon request, we build in review cycles and adjustment mechanisms so you can respond to new opportunities or shifts in the environment.
- Capacity-focused. Especially for nonprofits operating on lean budgets and small teams, the strategy is designed to maximize what you have, making intentional decisions about where to invest time, money, and people for greatest impact.