Planning

Strategic Planning

Every organization needs to think strategically about what it is doing and where it is going as a way of achieving its mission and expanding its impact. Planning is an essential part of being strategic, otherwise great ideas and bold visions rarely get accomplished. More than that, discerning and deciding what an organization’s true impact can be can go unseen in the day-to-day work of doing the mission.

A strategic plan is a 3 to 5 year vision and commitment to what an organization will do in order to live out its mission in the current moment. Getting to an effective, inspiring, and doable strategic plan takes a lot of listening and leading.

Organizations can do the work of a strategic plan themselves over 6 to 12 months of hard work. Very often, it can be of significant help to have an outside, experienced, and neutral party help lead the process to keep it focused and effective. The hard work of strategic planning will always involve the leaders of the organization.

With the help of ExcelOrg 4D Strategic Planning, we can help you get to a strategic plan more expediently. We can help you shape a more imaginative and effective strategic plan by seeing beyond your current assumptions and limitations. Schedule an initial consultation with us to see how we can work with you to expand your organization’s impact.


Theory of Change and Impact Consulting

Every organization is working to have some kind of impact, whether personal, commercial, social, political, or spiritual. The impact your organization wants to have should drive what you determine to do, and how you do it.

ExcelOrg can guide your leadership team through a process to discern your organization’s impact and develop a theory of change to help increase your effectiveness. Through a one-day retreat or three 90-minute workshops we’ll guide you through a transforming process that will set you on the path toward greater impact and increased focus on what matters.


3-6-12 Organizational Planning

Planning is what helps any leader or organization move toward its goals and accomplish its mission. But planning in and of itself doesn’t get anything done. You need a planning process that keeps you focused and moving forward accomplishing your goals while constantly evaluating and revising your plan.

ExcelOrg’s 3-6-12 Planning Process can help executive leadership and boards develop a method of planning that will reduce stress, keep you focused, and move you closer to excellence in all that you. Whether through a single one-hour workshop or a 3-month consulting process, ExcelOrg will help you get there.