Strategic & Business Planning

Start Planning For Tomorrow Today

Move Your Mission Forward

Today more than ever, nonprofit organizations need a clear strategic direction to ensure their future relevance, success and sustainability. Schultz & Williams meets this need with holistic, actionable strategic plans focused on measurable results.

These plans take shape through a process that is inclusive and engaging, creating real shared ownership. Our team behind the process draws on decades of experience in serving and leading nonprofits, and on our firm’s expertise in fundraising, marketing, and business planning. The result is a wide-angle view of each organization and its future and a strategic plan that combines inspiring vision with fundable, practical actions.

At Schultz & Williams we believe planning is a meaningful process of reaffirming an organization’s purpose and identity, visioning its future impact, mapping the course to get there and uniting the players throughout the journey. With each new planning project, we put this belief to work.

Business Planning & Modeling

When nonprofits are exploring or approaching a shift in their operational model, strategic business planning provides the blueprint of a sustainable model to establish a strong foundation and achieve business goals. Our planning team includes certified experts in nonprofit financial analysis and modeling for five-year detailed expense and revenue pro formas based on tailored financial assumptions gathered from client discussions, stakeholder interviews, landscape analysis and studying similar organizations. A bold vision for the next iteration of your organization can become a reality through a smart, data-based plan centered on sustainability.

Our Strategic Planning Advantages

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Shared Passion

Benefit from the extensive nonprofit experience of our experts and their shared passion for the missions we serve.

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Tailored Plan

Be part of a process that delivers a tailored plan to meet your organization’s individual needs.

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Integrated Approach

Realize the full integration of our fundraising and marketing expertise and perspectives.

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Informed Diagnostics

Benefit from data and research that uncovers the root factors to your organization’s success.

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Inclusive Process

Be part of a rigorously inclusive process involving leadership, board members, staff and partners.

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Post-Plan Toolkit

Take full advantage of our post-plan toolkit to track and evaluate your progress throughout the strategic plan timeline.

Case Study

This marked the third time Mission Kids and S&W partnered to conduct a strategic planning initiative. S&W led a comprehensive process that provided a clear plan to guide Mission Kid’s growth for the next five years.

Case Study

Glen Foerd engaged our planning team to identify a strategic business model, provide detailed revenue and projections, and deliver a final report that the organization could present to major funders.

Case Study

S&W crafted a plan that balances their multifaceted mission—administering public health programs, making grants to improve the health of the community, fundraising to sustain the foundation, and serving as a community leader.

Case Study

S&W created a plan that fortified Providence Animal Center’s trajectory of success, formalized their role as a community resource and leveraged its position to serve as a national model.

The Foundation for Delaware County

“After just two years as a new community foundation serving Delaware County, we turned to S&W for strategic direction. Each member of their team was sharp, incisive, listened well, and brought their best to all of our individual and group meetings. We came away with a cogent plan that everyone – Board and staff alike – is energized to implement and that we’re confident will excite our community.”

– Frances M. Sheehan, President

Testimonials

National Marine Sanctuary Foundation

“Much like national parks, national marine sanctuaries are held in trust for the American people. They are ours to protect and the challenges that face them are all of ours to overcome. All of us, no matter where we live, depend on the health of our ocean. The Foundation’s role is to engage people with a stake in the health of our ocean to protect their place in it. That requires inviting people to work with us as stewards. Schultz & Williams helped us define what a more national posture could look like and what specific actions we needed to accomplish to achieve our vision.”

– Kris Sarri, President & CEO

Testimonials

Reid Park Zoo

“The planning team at Schultz & Williams provided Reid Park Zoo with the tools and roadmap to bring our community a great Zoo, now and long into the future. They gathered and presented the information that our board and community leaders needed to make informed decisions. They were there for us every step of the way to guide our management team and connect us with the information or resources needed to ensure a successful transition.”

– Nancy J. Kluge, President & CEO

Testimonials

American Museum of Peace

“It is always hard to know, when seeking a new vendor, which one will serve you best. In some ways, you’re always flying blind. That is why we were so surprised and delighted to find Schultz and Williams, as we sought an organizational and development consultant for our nonprofit start-up. As it turned out – a full year later – we couldn’t have been more pleased with the knowledge, commitment and hard-work of our S&W representatives. And more than that, the chemistry between them and ourselves was everything we could have hoped for. They were intelligent, good humored and experienced in the needed areas. It was as if we had found two new fully committed staff persons for our enterprise.”

– Rick Boardman, Co-founder & Executive Director

Lauren Hansen-Flaschen

Director of Strategic and Business Planning

“We provide clients with a roadmap to achieve their goals through highly engaging, inclusive, and iterative processes. For clients considering shifting their operational model, we offer strategic business planning to assess the current model, identify how it can be evolved to increase revenue streams, maximize resources, match programs to new or expanded audiences, build internal infrastructure, and deliver detailed multi-year financial projections.”

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