Strategic Planning

We help to bring the horizon to our clients in an engaging and achievable way, facilitating a 3-phase strategic planning process to help client stakeholders align on the direction of the organization.

Organizational Development

We provide various team and organizational assessments to identify current state, communication & decision-making styles, leadership competencies and gaps, and training needs.

Stakeholder Facilitation

Utilizing a human-centered design approach, we bring teams, partners, and communities together to learn, provide a view, share their perspectives, and make better decisions.


For an organization to reach its horizon through strategic planning, it needs to understand its starting point (what we know today), the direction in which it is heading (our goals informed by our stakeholder needs), what it will take to get there (capabilities, time, effort, money), and what might get in its way (operational limits, stakeholder perspective).

With our approach, we bring the horizon to our clients in an engaging and achievable way. After a collaborative kickoff and planning process, we facilitate our 3-phase strategic planning process to help clients and their stakeholders align on the organization’s direction.

As a result of this process, client teams will find renewed alignment on the mission, vision, and core values; increased trust from their stakeholders due to transparency of the process; excitement for your new strategic priorities and objectives; and clarity of accountability and actions needed across the 3-5 year roadmap.

Throughout our process, we strive to provide a transformational growth experience that enables leadership teams to come back together, using the collaboration methods from the planning process on their own to build on the strategic framework with new projects, pivots, and other organizational decisions.

The Reach Your Horizon Process
Broaden Your

(Discovery Phase)

See The

(Strategy Development Phase)

On The

(Implementation Phase)


Organizational development is at the heart of what we do. It goes beyond traditional HR to address how teams work together, how leaders lead, how employees build skills, how communication occurs, how organizations can intentionally weave DEI into its culture and practices, etc.

Putting in place human-centered organizational strategies and processes will enable clients to be more effective in their execution and more successful in the pursuit of their goals.

Services include:

  • Core Capacity Assessment Tool (CCAT)
  • BEST Assessment for Communication and Decision-making Styles
  • Current state analysis (SWOT, S/S/C, SOAR, etc)
  • Training development and facilitation
  • 1-1 coaching and technical assistance

Our Bridging the Gap approach customizes human-centered design methods to create engaging and interactive opportunities for teams and their stakeholders to come together to learn and/or make decisions

We can facilitate virtual and in-person retreats for your board, leadership teams, and staff, focusing on relationship building, accountability, professional development, goal setting, and/or critical conversations. Retreats can span 4 hours or up to 2 days. Anything longer will be considered a Sprint.

If your team is ready to roll up your sleeves to efficiently and innovatively rethink, revamp, and set strategic goals for how you deliver services and programs, we can facilitate a week-long Sprint with your team and key stakeholders (also known as a Design Sprint)

The key principle of human-centered design is to design solutions with (not just for) the individuals and communities most impacted by the issues your organization addresses. We can facilitate community listening sessions, focus groups, surveys, and interviews on your behalf to bring community voices into your strategic planning and evaluation processes, capture an understanding of needs and opportunities for improvement based on their specific needs.

If your team is looking to get unstuck and make better decisions, we can lead 60-90 minute working sessions for your team on topics such as:

    • Clarifying Mission, Vision, and Values
    • Understanding Staff Roles and Responsibilities
    • Action Planning with Accountability
    • Bringing Your Core Values to Life
    • Rethinking Your Service Delivery
    • Defining True Impact
    • Brainstorming and Prioritizing New Ideas
    • Improving Team Communication and Meetings
  • Your Organization’s Role in Systemic Change
  • Bringing your
  • Organization’s Core Values to Life
  • Incorporating Human-Centered Design into Your Work
  • Managing a Multi-Generational Workforce
  • Navigating Change as a Leader
  • Raising Your Leadership Profile without the Title


We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.

Past Clients
Handshake, applause and business people in a office with thank you and welcome to a meeting. Onboar.


  • You need help complementing your expertise by guiding your team to align on the path forward.
  • You have a range of stakeholders that need to get on the same page.

  • You’ve been repeating the same conversations for years and need inspiration and guidance from an outsider to get unstuck.

  • You are in need of technical assistance or capacity building for your organization.
  • You want to maximize your impact!
Pushing Boundaries and Challenge the Status Quo​
There are three guiding principles that we operate under for all our client engagements.
You are the expert. We are the facilitators.
  • You are the expert in your field. You know the communities you serve, you program offering, and impact. Our expertise is in collaborative stakeholder facilitation and organizational strategy. It is our role to complement your expertise by listening, synthesizing, bringing in best practice insights, and guiding the client teams to align on the path forward
Co-creation leads to impact
  • A succesful plan cannot be created by one person or team. The success of the organization’s vision requires buy in from staff, board members, volunteers, community partners, and the community it serves. In our experience, it’s better to involve these stakeholder groups throughout the process rather than seek buy-in at the end.
The process is more important than the plan
  • One of our primary beliefs before the COVID-19 pandemic still holds today. Rigid plans, detailed down to the team tasks for each goal and initiative for each year, can quickly become obsolete when external context changes. However, if the organization and its partners are clear on the vision and direction the organization is taking to achieve the vision, it’s easier to come together for revisions to a plan, rather than starting over.