Strategic, Campaign, and Annual Planning

If there is one area where many nonprofits can benefit from an outside point of view, it is in the area of strategic planning. Being able to see beyond the day-to-day and into your organization’s future can be difficult in the best of circumstances. The Phoenix Philanthropy Group is expert at taking that objective position and facilitating planning activities of staff, board, and volunteer leadership to clarify and articulate mission, vision, values, and short- and long-term goals – and to help organizations create the right plans to achieve the right ends. Like all of our services, we do not use pre-packaged or off-the-shelf models; we develop customized tools for each organization to ensure successful implementation and achievement of your organizations’ unique goals, strategies, and tactics.

Areas of Expertise

  • Comprehensive organizational strategic plans
  • Mission, vision, and values
  • Comprehensive campaign, fundraising, alumni relations plans
  • Annual plans derived from strategic or campaign plans
  • Plans targeted to annual giving, major gifts, and planned giving
  • Branding, marketing and communications plans for campaigns, fundraising programs, and constituent relations programs
  • Best practices research and benchmarking
  • Industry and market research
  • Implementation calendars, workflow templates, and evaluation models
  • Stakeholder engagement and participation
  • Outcomes reporting
  • Methodology for ongoing performance measurement