Strategic Planning
A good strategic plan sets your organisation on the path to achieving your aims, and it helps you stay focused and keep your priorities in check.
We help you with strategic planning, from long-term organisational planning to strategic programme planning and fund development. Where you are a lived experience-led organisation, we plan alongside your members, board, and community, so the direction is grounded in what the people you exist for know and want.
If you need support to improve your chances of successful funding applications, our experience on both sides of the decision-making process will strengthen your prospects. As trustees of other not-for-profit organisations ourselves, we are skilled in creating engaging impact reports for trustees and funders, crafting key messages, and building knowledge-dissemination plans that show the work you are doing.
Vision and mission creation
Strategic and programme planning
Board strategic development
Financial planning and sustainability
A range of reporting: annual reports, impact reports, white papers, policy briefs
A recent example: AAWEAR (Alberta Alliance Who Educate and Advocate Responsibly)
Habitus has been AAWEAR’s external evaluation partner for over six years, and when the organisation needed a clearer strategic direction, that long relationship meant we were not starting from scratch. We used the insight gathered over years of evaluation to develop a three-year strategic plan, working alongside their lived experience membership and board, so the strategy was grounded in what the organisation had already learned about itself and rooted in the voice of its members.