Strengthening nonprofits with strategies that reflect the communities they serve.
OCIR’s Strategic Planning Framework
Step 1 — Discovery & Assessment
We start by listening. Through interviews, surveys,and data review, we assess your organization’s strengths, challenges, and opportunities. This ensures the plan is rooted in reality and aligned with community needs.
Step 2 — Visioning & Alignment
We facilitate inclusive sessions with staff, board and stakeholders to clarify mission, values and long-term vision. This builds buy-in and ensures the plan reflects the voices of those you serve.
Step 3 — Goal Setting & Strategy Design
Together, we translate vision into clear, measurable goals. We then design strategies that strengthen fundraising, programs and operations, with equity at the center of every decision.
Step 4 — Action Planning
We break big goals into actionable steps, assign responsibilities and build realistic timelines. This turns your plan into a roadmap that guides day-to-day progress.
Step 5 — Implementation & Accountability
We provide tools and structures to track progress, measure outcomes and adjust as needed. The result is a living plan that drives sustainable growth and long-term impact.
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