Strategic Planning Services
The JTW 323 consulting process is designed for faith-driven and mission-based organizations that want to strengthen their structure around their mission and values, optimize their operations and execution, and sustain impact over time.
1. Planning — Strategic Clarity tied to Purpose (Mission and Values)
Strategy begins with a clear understanding of where you are and where you need to go.
We begin with a focused assessment phase that includes:
- Organizational and financial analysis
- Stakeholder interviews and role mapping
- System and workflow evaluation
- Scenario-based strategic recommendations
Outcome: A clear, actionable plan that aligns vision with structure and resources.
2. People — Aligning Roles for Mission Impact
We help organizations:
- Define leadership roles, expectations and responsibilities
- Realign departments for greater efficiency
- Strengthen development and financial leadership capacity
- Foster a culture of accountability and mission alignment
Outcome: The right people in the right seats, driving the mission forward.
3. Process — Systems that Enable Execution
Great strategy fails without great systems. We streamline and strengthen organizational workflows by:
- Mapping and optimizing key processes
- Identifying bottlenecks and inefficiencies
- Enhancing financial reporting and CRM usage
- Creating simple, scalable systems that work
Outcome: Clear, efficient workflows that reduce friction and free your team to focus on impact.
4. Continual Evaluation — Sustained Results Over Time (WIGs / OKRs / KPIs / scorecard systems)
Real impact is measured, not assumed. We build structured rhythms for evaluation and growth through:
- Monthly progress checkpoints and performance metrics
- Financial and development health dashboards
- Reporting tools
- Adaptive strategy as needs evolve
Outcome: A culture of clarity, accountability, and mission-aligned growth.
Services included within the consulting process:
1. Strategic Planning & Execution with Vision, Mission, & Values Alignment
- Multi-year strategic planning development to ensure alignment with organizational goals
- Priority-based planning and execution for effective resource allocation
- Budget development and reporting to maintain financial health
- WIGs / OKRs / KPIs / scorecard systems for tracking progress on strategic initiatives
- Operational roadmapping to support organizational structure and enhance efficiency
2. Content Development & Digital Marketing
- Development of targeted content and campaigns to boost engagement
- Integration of marketing technology for streamlined digital marketing efforts
- Creation of a martech stack roadmap to optimize marketing processes
- Alignment of mission messaging to resonate with target audiences
3. Transition Planning & Execution
- Effective communication and stakeholder alignment during transitions
- Restructuring support to navigate changes smoothly
- Change readiness assessments to gauge organizational adaptability
- Implementation strategies to ensure successful transitions
4. Operational & Process Optimization
- Conducting workflow and system audits for process optimization
- Developing a marketing and technology adoption strategy to improve operations
- Mapping operational efficiency and performing gap analysis for continuous improvement
- Establishing an evaluative culture of continual development through SOP development
5. Compensation Structure & Market-aligned Salary Benchmarking
- Development of industry competitive-based compensation models
- Design of incentive and bonus plans to motivate staff
- Compliance with IRS regulations for nonprofit executive compensation
6. Interim/Fractional Leadership Oversight
- Providing interim leadership during transitions to maintain stability
- Ensuring organizational confidence with the board, staff, and key stakeholders
- Facilitating a smooth transition to new leadership
Hourly and project-based fees available.
