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Organizational Planning

Solidify your strategic vision and identify the steps to bring it to life.

What is organizational planning?

Planning is an opportunity to define who you are, what your people need, and where you are going together.

Planning is a process with a distinct set of deliverables designed to help organizations articulate their desired impact and the actions they will take to get there. Plans serve as roadmaps, guiding strategy and decision-making in line with the mission, vision, and priorities of your organization.

Planning is an opportunity to chart your path forward in a way that builds culture and aligns your team.


  • Refine your model and approach
  • Outline new paths forward
  • Ignite lasting change

Why It Works

Our planning approach is inclusive, engaging, relevant, and fun.

Team collaborating around laptop

How It Works

Our frameworks and tools help teams visualize strategies, understand tradeoffs, and create realistic plans that motivate and energize.

Our approach is inclusive, collaborative, and fun, because change takes buy-in at all levels. When everyone has a voice and path to contribute, the work of collective improvement becomes empowering and joyful.


Case Study

New Orleans Jazz & Heritage Festival and Foundation

Co-Creating a Visionary Strategy for an Institution That Owns a World-Renowned Music and Culture Festival

Case Study

Coalition to Restore Coastal Louisiana

Expanding Capacity for Coastal Restoration

Case Study

LongueVue Capital

Partnering with Private Equity to Scale and Strengthen Culture for Growing Businesses

Case Study

Chris Long Foundation

Charting the Future of Clean Water & High-Quality Education

Case Study

Brothers Liberating Our Communities

Deepening Support for Black, Male Educators

Case Study

Bethune Cookman University

Strengthening and Implementing an HBCU’s Growth Strategy