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Strategic Planning

CONTINUOUS IMPROVEMENT

Strategic Planning

Compass partners with schools, businesses, and organizations to build strategic plans that turn priorities into action. From data collection and stakeholder engagement to implementation and progress monitoring, we design and facilitate a planning process tailored to your organization’s goals, needs, and people.

Whether you’re developing a new strategic plan, refreshing an existing one, or strengthening how you measure progress, we help create a clear path forward that supports continuous improvement and long-term success.

Strategic Planning Phases

Our strategic planning process can include the phases below, but there is no one-size-fits-all approach. Each phase can be customized, combined, expanded, or adapted based on your organization’s goals, timeline, existing work, and needs.

01

Establishing the Current State

Establish a clear understanding of the organization’s current landscape through data and stakeholder input.

02

Stakeholder Engagement & Data Collection

Gather comprehensive qualitative and quantitative data to inform the strategic plan.

03

Strategic Planning Retreat & Plan Development

Use data and insights to collaboratively design a clear, actionable strategic plan.

04

Plan Finalization & KPI

Ensure the strategic plan is fully refined, with measurable KPIs, clear success criteria, and structures in place for implementation and progress monitoring.

05

Ongoing Communication & Accountability

Maintain transparency, support, accountability, and continuous improvement.

Support Throughout the Process

The phases provide a framework, but how we move through them is customized to you. Depending on your goals, needs, and where you are in the planning process, Compass can incorporate a variety of services and supports throughout each phase.

From stakeholder engagement and data analysis to facilitation, documentation, and ongoing evaluation, we’ll build the right combination of support into your strategic planning process.

Consultation & Facilitation
Expert guidance and facilitation to keep conversations focused, productive, and moving toward action.
Training & Workshops
Customized learning opportunities that build your team’s knowledge and capacity throughout the planning process.
Data Analysis & Research
Relevant data, research, and performance measures to help identify priorities and inform decisions.
Technology & Tools
Tools and technology that support planning, implementation, progress tracking, and reporting.
Documentation & Reporting
Support documenting your plan, priorities, objectives, key performance indicators, and measures of success.
Monitoring & Evaluation

Processes for tracking implementation, measuring progress, and identifying opportunities for continuous improvement.

Stakeholder Engagement

Strategies for gathering input and engaging staff, leadership, board members, families, community partners, or other key stakeholders.

Feedback & Iteration

Opportunities to gather feedback, revisit priorities, and refine the plan as needs and circumstances evolve.

 

Ready to Build a Plan That Fits Your Organization?

Let’s create a strategic planning process built around your goals, priorities, and needs.

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Coordinate. Strategize. Optimize. Enhance.
Coordinate. Strategize. Optimize. Enhance.
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