Strategic Planning

Strategic Planning

Skills and Services

• Trained in various strategic planning methods, including the Drucker Self‐Assessment Tool which is useful
     to encourage discussion and draw out pertinent information

• Expertly facilitates staff, board members, and other groups to build consensus so that plan
     outcomes are not divisive, but collaborative

• Collects and compiles best practices that are used to inform new strategies, benchmark the organization,
     and determine market niche

• Conducts primary research, including survey design, implementation, and analysis, focus group design,
     facilitation, and analysis, and one‐on‐one interviews with a wide variety of populations

• Uses knowledge of nonprofit income diversification to determine areas of revenue generation for
     clients as part of strategic plans

CASE STUDIES

Task Force on Family Violence

To create a strategic plan for this advocacy and service organization, Urban Strategies conducted focus groups
with clients on personal and family needs, referral agencies, funders, and a series of one‐on‐one, interviews
with key personnel. Urban Strategies’ primary research on similar organizations around the country was utilized
in evaluating local trend analysis and in considering various options for future collaborations and program development.

First Service Credit Union

For this credit union looking to expand its membership base, Urban Strategies compiled data on similar organizations
for best practices,  particularly related to marketing practices. Urban Strategies interviewed staff and board regarding
strengths, weaknesses, and opportunities.  Finally Urban Strategies facilitated a strategic planning session with the
board, staff, and key stakeholders to set a clear direction for the  organization.

Gunnison County Housing Authority

In Gunnison County, Colorado, Urban Strategies facilitated a strategic planning session with the Housing Authority Board
and staff, helped to clarify the mission statement, and determine business functions that the authority should retain,
acquire, or divest. The effort focused on local policy issues as well as community and program needs.