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Visioning & Strategy

At Theisen Consulting, we understand that every organization is unique, with its own circumstances and needs. We specialize in providing clear strategic direction for nonprofits, foundations, government agencies, and other purpose-driven organizations.

We identify trends that may impact your organization and create planning processes with a timeline to meet your needs. We believe that planning processes are informed by the voices of relevant stakeholders and work with you to identify the key issues and opportunities for your organization by unearthing the information that will inform strategic solutions. We do this through competitive analysis: environmental scan(s) and/or community needs assessment(s) that support data-informed decision-making.

Our Process

Our visioning & strategy process is time-tested, well-refined, and adaptable to any organization. When you work with us, we’ll walk through these steps to develop actionable plans:

Strategic Planning Process Architecture

Strategic, Operational, and Business Plan Components

Operational Plan Components

Arrow Graphics for Operational Components

Strategic Plan

Vision

What your organization hopes to achieve over time. This will inform what success looks like for your organization.

Mission

What your organization does every day to realize the vision.

Core Values

How the people in your organization interact with each other – and externally. Core Values represent what you stand for.

Goals

What your organization will achieve – in what time period.

Objectives

How you will measure the success of your goals.

Strategies

Clear, evidence-based methods to accomplish the goals.

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Operational (Tactical) Plan

Action Steps, Timeframes, Accountability, Resources

We work with you to develop a detailed plan to achieve your strategic plan’s This includes the actions your organization will take and when, the identification of needed resources, and assignment of accountability for each action step.

Dashboard Management System

We’ll develop tools so you can track progress toward achievement of goals.

Performance Management & Expectations

We can develop a process to set clear expectations and evaluate performance, with ongoing coaching and ties to compensation.

Financial Projection

To support the implementation of the plan, we will create a multi-year projection of revenue and expenses that supports the implementation of the strategic and operational plans. This document completes a full picture of what is required to achieve your organization’s desired future.

Our strategic planning process is flexible. Not every organization will need every step. The key is that we work with you to develop the right process for your organization, leaving you with a plan that will work for you.

With Terri’s help, we’ve grown from a staff of three or four to more than 30 people. That wouldn’t have been possible without her guidance. When we needed real strategic planning, she wasn’t afraid to ask the tough questions. She’s always the smartest person in the room, but she’s also an incredible facilitator. Best of all, her guidance is grounded and rooted in how the world actually works.

Bryan Schroeder

Executive Director,
Giving Kitchen