Sign In
Bookmark and Share
Strategic Planning
We can assist you through a not-for-profit strategic planning process that enables you to better understand the relationship between your resources and your vision.

Strategic Planning for Nonprofits

Proven not-for-profit strategic planning process

We can assist you through a not-for-profit strategic planning process that enables you to better understand the relationship between your resources and your vision. This process considers your established purpose and your challenges in aligning your resources with your purpose and values, and then creates strategic plans to help your not-for-profit organization achieve your goals. The strategic planning process includes: 

  • Establishing a planning base 
  • Gathering and analyzing data 
  • Assessing vision, purpose, and values 
  • Formulating action plans 
  • Monitoring plan implementation

“Plante Moran’s financial expertise and keen understanding of our industry has helped us focus on effective strategies to meet the fiscal challenges facing organizations such as ours. John, our primary contact at Plante Moran, demonstrated excellent communication skills as he was able to explain complex financial matters to our board, regardless of their level of financial expertise.”

Niesa Halpern, Vice President and Chief Financial Officer, and David Gessner, Director of Finance and Accounting, National Board for Professional Teaching Standards, Arlington, VA