Strategic Planning

Strategic planning is the intentional alignment of your organization’s activities toward your vision.

It sets the stage for growth, responsiveness, and prioritization. And it helps answer the “how” for your “why”.

The Process

A strategic planning process Designed to meet your needs and budget.

I am Marita Herkert-Oakland, Relumed’s strategic planning facilitator, with experience working in nonprofits, startups, and small businesses. My approach to strategic planning centers on your expertise and understanding of your organization. I partner with organizations to facilitate the strategic planning process to articulate and clarify the direction of your work.

Bringing in a strategic planner can help you develop a plan that aligns with your organizational goals. This can involve identifying areas for improvement, implementing best practices, managing your projects from start to finish, and finding ways to increase efficiency and productivity.

Benefits of Bringing in A Strategic Planning Partner

A Dedicated Resource

Make progress, even when your team is busy.

Challenge Assumptions

A neutral third party help you see problems in new ways.

A Proven Process

Move your team towards implementation faster.

What clients are saying

“Marita was a joy to work with for strategic planning. We appreciate the structure she brought to our leadership team's conversations, her strong organizational skills, her thought-provoking questions, and her ability to help move us forward with decision-making. MAPPC has been in a transitional stage for the last few years and she really left us with a strong sense of who we are and where we want to go. We would highly recommend her to anyone looking for a strategic planner.”

~ MAPPC

What does a Strategic Planning Engagement look like?

Strategic planning is a project-based engagement designed to meet your needs. Projects are typically 3-6 months.

Interviews

Interviews can offer valuable insight into the state of your organization. You can learn about what people have experienced and their priorities and assumptions. Marita will interview any potential stakeholders, including staff, clients, customers, board members, partners, and more. Interviews are coded and analyzed for themes.
Workshop Facilitation

Workshops are opportunities to align your team and to work through strategic challenges together. Marita has designed and facilitated scores of workshops, both virtual and in-person, and will create space for your group to develop strategy in an authentic and impactful way. Relumed’s visual facilitation [LINK], or live drawing capturing a group workshop, is a unique and engaging way to align a team.
Data Review

Data is only helpful if you use and learn from it. Marita will review the data that you collect to establish an understanding of the current needs or gaps in your organization.
Surveys

Surveys can include customer surveys, board and staff surveys, and more and are used to establish a baseline understanding of the strategic needs for your organization.
Focus Groups

We can conduct focus groups of clients, stakeholders, and more to help understand the perceptions of your organization, the needs and experiences with your organization.
Competitive Analysis

Strategy is informed by the climate you are working in. We can review your competitors and the needs within your target market or community to help develop the strategy for your organization.