Strategic Planning

The Beresford Leadership Group provides Strategic Planning services by guiding nonprofit organizations through a structured, inclusive process to create clear, actionable, and forward-thinking strategies. Our goal is to help nonprofits align their mission, vision, and resources with long-term goals for sustainable growth and impact. Here’s how we deliver this service:

1. Organizational Assessment

  • We begin by conducting a comprehensive assessment of the nonprofit’s current state, including its mission, programs, financial health, and competitive landscape. This involves gathering input from key stakeholders—staff, board members, donors, and beneficiaries—to identify strengths, weaknesses, opportunities, and threats (SWOT analysis).

2. Facilitating Vision and Mission Clarity

  • To ensure the organization’s strategic plan is rooted in its core purpose, we work with leadership to clarify or refresh the mission and vision statements. This process helps define the organization’s direction and reinforces its commitment to its community and cause.

3. Setting Strategic Priorities

  • Based on the assessment and vision alignment, we help nonprofits set clear, measurable strategic priorities. These priorities often include program expansion, fundraising growth, operational efficiency, community engagement, and advocacy efforts, tailored to the unique needs of the organization.

4. Goal Setting and Action Planning

  • We guide organizations in developing specific, time-bound goals and objectives that align with their strategic priorities. We assist in creating actionable steps, assigning responsibilities, and developing timelines to ensure the plan is both realistic and achievable.

5. Stakeholder Engagement

  • We believe that involving stakeholders throughout the strategic planning process is key to success. We help nonprofits engage their staff, board, volunteers, donors, and community partners to build buy-in and gather diverse perspectives. This ensures that the strategic plan reflects a wide range of input and is supported by those who will help implement it.

6. Resource Allocation and Financial Planning

  • Strategic plans are only as strong as the resources behind them. We work closely with nonprofits to align their budget, staff capacity, and external resources with the strategic goals. This includes financial forecasting, fundraising strategy integration, and identifying potential funding streams to support future initiatives.

7. Implementation Support

  • A key part of our service is supporting the organization during the implementation phase. We assist in developing an implementation framework that includes timelines, benchmarks, and accountability measures. We also provide guidance on adapting the plan over time as circumstances change, ensuring it remains a living document.

8. Monitoring and Evaluation

  • To ensure that the strategic plan stays on track, we help nonprofits establish systems for monitoring progress and evaluating results. This includes setting up performance metrics and key performance indicators (KPIs) to measure success. We provide tools for regular reporting and review, helping organizations adjust strategies as needed to meet their goals.

9. Leadership and Team Alignment

  • We emphasize the importance of leadership alignment in carrying out the strategic plan. We work with executive teams and boards to ensure everyone understands their roles and responsibilities. Through leadership coaching and team-building exercises, we foster collaboration and shared accountability for the strategic vision.

By offering these strategic planning services, we enable nonprofits to chart a clear, sustainable path forward, ensuring that their programs and initiatives are aligned with their mission and positioned for long-term success.