Strategic Planning

Good regular planning helps your organization learn, respond to change, and remain relevant. Whether it’s annual planning, financial resource development planning, your first attempt at long-term strategic planning, or time for an update, let us help you design and facilitate the right process.

Both the planning and the plan are important. The planning process is invaluable to shed light on issues that would otherwise go unaddressed and engage key stakeholders. The formulation of a plan can unify your team and give your leadership something against which to measure your progress.

“I have had the good fortune to work with Nanette on strategic planning. I found her to pay careful attention to designing a strategic planning process that suits our organization where it is at, conduct high-quality stakeholder interviews and ultimately, deliver a clear, well-thought out, powerful strategic plan that stakeholders can buy-into and implement. Both the process and the outcomes were outstanding.​​”

Ben Paul, CEO, After-School All-Stars


“One of the longest serving board members approached me after the strategic planning retreat and let me know that, ‘Of all the facilitators we have worked with, Nanette was the best.’  I was also impressed with how you listened to the feedback from each of the board member interviews and really picked up on the most crucial issues facing our organization.”

Meryl N. Fink, President and Executive Director, The Progeria Research Foundation

Fridman Strategies’ Strategic Planning Services Include:

  • Facilitating meetings and retreats
  • Helping design a strategic planning process to fit your needs, budget and timing
  • Implementing the planning process including conducting research, stakeholder questionnaires, meetings or interviews, remotely or onsite
  • Synthesizing the results of the planning process and writing a strategic planning document
  • Developing plans with multiple stakeholders, and helping to implement them
  • Guiding the exploration and formation of strategic alliances and strategic restructuring such as mergers and consolidations
  • Working with management and staff to monitor progress and update plans
  • Training for management how to align their strategic plans with their organizational structure, job descriptions, internal communications, measurements and accountability
  • Coaching leaders as they implement their plans

“Nanette was retained to provide strategic consulting services for our synagogue. I found Nanette to be efficient, easy to work with, highly engaging and practical with respect to our approach to strategic alternatives for us. I wouldn’t hesitate to use Nanette for future projects and would highly recommend her for any organization that is managing transition and looking at how best to be relevant in today’s forever changing world.”

Todd Miller, President, Temple Sinai

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