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Updated on: August 25, 2006

Strategic Planning

We are a Business-to-Business consultancy ready to assist government, non-governmental organizations, and small businesses with their strategic planning efforts to better serve their constituents and clients. Our strategic planning service is the means to the client's end — achieving self-sufficiency by realizing economic and social goals.

Our niche is where clients may be unable to find solutions to short- and long-term planning needs and have issues with their delivery of services to their customers.

To us, planning and communications are synonymous. No business, non-profit, or community can excel without good communications. Successful government agencies, businesses, organizations, and communities must have open dialogue within themselves and with their clients or customers. Strategic planning, regardless if it done for governmental offices, non-profits or communities, requires the engagement of all stakeholders in preparing and implementing the plan.

Our team has worked in and understands the public sector, the non-profit sector, and the private sector, and can assist clients in all these sectors through a Strategic Planning process.

Public Sector

We have experience with the public sector, at the federal, state, and local levels, and know how public entities operate and communicate with decision-makers, constituents and among themselves. Small communities find themselves with many challenges and limited resources. Through Strategic Planning we can assist in identifying communities' priorities and develop plans of action to address those priorities.

As a planning professional for over three decades, José E. Martínez, has been assisting, directly and indirectly, small rural Texas communities for years. As Texas continues to develop its methodology on how to better assist small rural communities in our state, he has summarized his recommendations on how community-based planning could be enhanced in the state. Click here for a bulleted summary of an article (in Microsoft Word format) illustrating his recommendations. Click here for the full article. He is available to present these ideas to your organization or community.

Non-Profits

If you are managing a non-profit agency, we understand your particular needs. We know about supporting funding sources, boards of directors, staff, contractors and vendors. Non-profits' success can be measured by their ability to clearly communicate their purpose to their client population and potential donors. Completing a Strategic Plan will assist the non-profit in communicating that purpose to key stockholders.

Small Businesses

If you are starting or running a small business, we understand small business' needs. For businesses to be successful, they must develop a Strategic Plan for effective marketing.

We recommend the following steps in conducting a strategic planning process. These steps will vary only slightly for different types of groups.

Planning to Plan

• Community leaders express interest to professional facilitators
  
• Explain Strategic Planning process
  
• Present Economic Base Analysis and Community Surveys
  
• Leaders obtain community buy-in

Community Assessment

• Economic Base Analysis
  
• Community surveys
  
• Analyze community SWOTs
  
• Introduce Strategic Planning process
  
• Conduct Visioning Audit
  
• Draft Mission and Vision Statements

Strategic Planning Process

• Citizen committee manages process
  
• Finalize Mission and Vision Statements
  
• Determine priority issues
  
• Identify objectives
  
• Develop strategies
  
• Develop action plan

Strategic Plan Implementation

• Present SP to community
  
• Create implementing body
  
• Monitor implementation
  
• Convene semiannually for reporting
  
• Evaluate implementation annually
  

Our design team consists of independent strategic planning professionals with a wide variety of expertise. Each of the team members brings the expertise needed to satisfy the clients' needs. As such, the team is different for each assignment. The client is not expected to help support staff not needed for the particular assignment. Because of this organizational structure, we operate on a lower overhead than most similar businesses.

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