Strategic Planning

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Strategic planning solutions

In today’s fast-changing world, nonprofit organizations need more than good intentions—they need a clear, actionable strategic plan and a sound operational model to ensure relevance, drive impact, and support sustainability and growth.

At Schultz & Williams, we specialize in nonprofit strategic planning, business planning, and financial modeling to equip organizations with data-driven solutions that align resources, enhance efficiency, and maximize mission impact. Our approach is powered by meaningful collaboration. Through an inclusive and engaging planning process, we create shared ownership across your Board, staff and stakeholders, ensuring that your plan is as dynamic as the organization it serves. We bring decades of experience working hand-in-hand with nonprofits of all types and our firm’s collective expertise in fundraising, marketing, and strategic business planning to offer a wide-angle view of your organization and its potential. 

Whether navigating change or planning for the future, our team is here to guide you every step of the way, helping you turn vision into action and making a lasting difference.

Business Planning & Modeling

We convert strategy into an executable plan with a clear financial roadmap—showing required resources and a funding approach mapped directly to your strategic priorities. When an organization is exploring a shift in its model, we develop a strategic business plan that pressure-tests different scenarios, clarifies risks and returns, and defines the conditions for success. Together, these tools turn vision into a sustainable, well-sequenced path forward.

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 for 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

S&W partnered with the Diabetes Leadership Council to lead a participatory planning process engaging stakeholders and defining a path forward.

Case Study

This was Mission Kids’ third strategic planning partnership with S&W, culminating in a comprehensive five-year plan designed to guide the organization’s continued growth.

Case Study

Glen Foerd engaged our team to define a strategic business model, develop detailed revenue projections, and deliver a final report for major funders.

Case Study

S&W crafted a plan that balances their multifaceted mission—administering public health programs, making grants to improve community health, sustaining fundraising, 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.

Testimonials

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

Baylor Collaborative on Hunger and Poverty

“Recently our team at the Baylor Collaborative embarked on a strategic planning process. Our hope was that each team member would have their voices heard and their ideas incorporated into a vision, mission, goals, and objectives to guide our work over the next five to seven years. The S&W team were gracious guides that not only delivered an incredible plan at the end but empowered us throughout the process.“

– Jeremy K. Everett, Executive Director

Testimonials

Diabetes Leadership Council

“I am incredibly grateful for the exceptional support provided by Schultz & Williams in steering the strategic plans for three nonprofit organizations simultaneously. Their expertise and dedication were evident in the meticulous structure and high-quality output of the entire process. They demonstrated a sincere commitment to understanding our mission and its importance, making the journey not only efficient but also deeply impactful. Schultz & Williams truly stands out in their ability to navigate and elevate the strategic vision of multiple organizations with finesse and excellence.”

– Edward T. Hawthorne, Vice Chair of the Board of Directors

Testimonials

Visit Delco

“As Visit Delco looked to reorganize and move forward, we needed a solid strategic plan, so we chose to partner with S&W. Their team was incredibly professional, and their communication throughout the process was clear and effective. With their help, we now have a solid plan of action that will ultimately enable us to produce the measurable results we need. Our entire team, including our board, is excited about the direction we’re headed, and we’re thrilled to welcome more visitors to experience Delaware County.”

– Steve Byrne, Executive Director

Powering Missions That Matter, StaffSolutions, ElevateNP & ElevatePG are trademarks of Schultz & Williams.

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