The Lee Institute
Our Services

Strategic Planning

In the never-ending skirmish of daily deadlines, fundraising, programming and administration, it’s easy for social sector leaders to neglect essential strategic questions in favor of urgent tactical challenges.

Leaders may be tempted to postpone asking:

Strategic planning is essential to the success and sustainability of any nonprofit, government agency, foundation or community initiative. The Lee Institute provides strategic planning design, facilitation and research services for organizations of all sizes, from start-ups to established statewide nonprofits.

Whether your group needs a one-day planning retreat or a year-long, research-based strategy process, we can help you chart a course toward clarity of purpose, growth and stability, and stronger external relationships.

For any strategic planning process, the Lee team focuses on understanding the organization’s current state; engaging stakeholders through surveys, focus groups and interviews; designing an inclusive and transparent process; and creating a safe environment in which leaders can do their best and boldest thinking to advance the group’s service to the community.


Recent Examples Of Strategic Planning Clients