STRATEGIC PLANNING & ROADMAPPING

Closing the gap between education and employment.

Two women are in a bright, modern office. One is sitting at a desk with headphones around her neck, wearing glasses and a navy blue sweater, smiling at the other woman. The second woman is standing, holding a notebook and pen, wearing a gray sweater, and smiling back. There are multiple computer monitors and large windows in the background.

The path from classroom to career has never been harder to navigate.

We help educational institutions and hiring organizations build the strategies and connections that change that.

Three people are gathered around a table, looking at documents. One woman is writing, while the other two are observing and smiling.
Person arranging yellow sticky notes on a large sheet of paper on a wooden table, surrounded by other sticky notes, markers, and notepads.

Every organization reaches a point where the current strategy needs to evolve. If any of these sound familiar, we can help.

You’re on the right path but need an experienced partner to optimize your strategic plan.

Your strategic plan reads well on paper. But it doesn’t reflect what your organization can actually execute so it sits on a shelf.

You’re too close to it to see it clearly and you know it.

Your organization is facing pressure from all sides and reactive decisions are starting to feel like the norm.

You’re not on the same page with your board or advisors and you’re not sure how to move forward.

Leadership is aligned on the vision but not on the path and that gap is slowing everything down.

The work we’ll do together.

Whether you’re just getting started or need to realign your plan, we’ll develop the right tools and tactics to address your specific needs. Here are some of the services we have deployed with other organizations.

  • Through rigorous discovery—reviewing institutional knowledge, interviewing stakeholders, and assessing current programs and processes—we develop a clear picture of where you are and what’s getting in the way.

  • Drawing on analysis of comparable organizations, we identify opportunities and best practices that inform your strategic direction.

  • Working with your leadership team, we guide you through a structured process to define priorities, goals, and a clear direction the entire organization can align around.

  • Strategy becomes a concrete roadmap—specific, sequenced, and realistic about the work ahead and the resources required to do it.

  • We’ll help define prioritization criteria and an approach to prioritization that you can use to make essential decisions going forward. We’ll recommend paths using a mix of insights uncovered during our engagement with you.

  • We’ll help you build a living metrics framework that takes into account your goals and helps you consistently evaluate your activities and priorities.

  • Boards, staff, and other stakeholders are briefed and aligned on the direction ahead—so momentum doesn’t stall at the rollout stage.

Three women sitting at a table in a classroom, smiling and looking at open books. One woman is standing and pointing at the book of the woman on the right, who wears glasses and a navy shirt. The woman on the left has curly hair and is wearing a black shirt.
Logo of the Robert Wood Johnson Foundation featuring a stylized blue wing design.

STRATEGY & ROADMAPPING | FEATURED PROJECT

We partnered with the Robert Wood Johnson Foundation to design a scalable framework that strengthened grantee independence and transformed how the Foundation delivers support across its portfolio.

SEE ALSO

  • Alcoholics Anonymous: Global strategy aligned across three corporate boards and 91 delegates

  • Integrity House: Strategic plan leading to expansion across three new sites and two new service lines

  • Namar Foods: Board alignment and strategic direction for a family-owned business

  • University of Notre Dame: University-wide audit that led to a community engagement framework still in operation today

  • Workday: Strategic roadmap for a global tech company’s design team

Get started with one of our workshops.

We’ll work with you to address the challenge(s) your organization is facing and enable you to start taking action quickly.

A group of diverse people are sitting around a table, engaged in a discussion, with documents, notebooks, and snacks on the table.

Learn more about how we can help your organization move forward.