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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

“What I’ve found with Plante & Moran versus some of the larger firms is that they’re more than competitive with their fee structure and available to answer questions throughout the year, not just when they’re here doing the audit. And they truly want their clients to succeed. They go above and beyond the prescribed contract to build relationships and allow both organizations to excel in their respective fields.”

Bob Dills, CFO,
American Red Cross, Greater Cleveland Chapter, Cleveland OH