Thinking about a new strategic plan?

Strategic planning processes are often a big investment of time and money. Checking your organization’s readiness before jumping in can help you ensure the time is right and that the process you design fits what you most need.

This short assessment helps you gauge whether now is the right time for your organization to embark on a full strategic-planning process and highlight important decisions to consider before starting.

Why this matters?

A well-designed strategic plan helps you transform aspirations into concrete goals, align resources with priorities, and make decisions with confidence.

What worked in the past may not serve you well tomorrow. A readiness check ensures you're not rushing into a plan that won’t stick.

With more than 28 years of experience helping mission-driven organizations clarify their direction and engage their teams meaningfully, I know how to spot when a team is primed — and when more preparation is wise.

How the assessment works

Work through a series of questions — all framed around your past planning history, current context, and readiness for change.

You'll receive a brief snapshot of your organization’s strategic planning readiness. If it would be helpful, you’ll also have the option to schedule a short conversation to talk through possible next steps.