(504) 957-6280 info@trepwise.com 2259 Oretha Castle Haley Blvd New Orleans, LA

Strategic Planning

Strategic Planning provides both for-profit companies and non-profit organizations the opportunity to establish a shared vision and define an action plan to deliver against this vision. Whether strengthening current programs or charting new priorities, we have worked with a number of companies and organizations  to develop long term strategic plans. Our approach is collaborative and inclusive. We work with our clients to focus on user-centricity to ensure their work is relevant, identifying sustainable growth opportunities for the benefits of all stakeholders.

To ensure that strategic plans deliver long after creation, we focus on success metrics and implementation. In addition, to safeguard viability, our process includes building multi-year budgets based on historical data and new initiatives that outline the financial implications of strategic decisions.

Our Approach to Strategic Planning

The first step is listening

Before an company or non-profit can effectively plan, they must understand how the world views their current state. We solicit input from diverse stakeholders through interviews and focus groups to develop a comprehensive organizational assessment that outlines key themes and opportunities.

It’s all about process

Developing a work plan and utilizing detailed agendas throughout the planning process is critical to success. We facilitate Sub-Committee meetings according to established priorities, to ensure that topics are covered and timelines are met.

Build a dedicated team

Having a committed group of individuals who can dedicate time and energy to the planning process is essential. We work in an iterative process with representatives of staff and board to create content, and solicit constant input from leaders of the organization

Tailor the process to fit the need

Our planning process follows a logical trajectory of discovery and insights, strategic planning retreat, and iterative writing ahead of approval and implementation. We customize each piece of the process according to the needs and unique situation of the individual organization.

Refine your story and tell it well

At the end of the day, how the wider community perceives your organization comes down to your public story. Being able to communicate what your organization does and where it is heading in a clear and compelling manner is crucial. Our expertise in brand storytelling is brought to the writing of the strategic plan as well as through coaching of key staff to effectively pitch the organization’s vision for the future.

Our Process

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