Overview
Benefactor Group’s approach to strategic planning is born from decades of experience working with all aspects of nonprofit organizations. Because nonprofits have different needs, we tailor the most valuable aspects of a variety of strategic planning methodologies into a unique approach for our clients.
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Bernice Martin Lee on Growing with Benefactor Group
The Epilepsy Foundation of America is a national leader in the fight to end epilepsy and the challenges associated with it. With a mission to lead the charge in educating, advocating, and advancing care for the 3.4 million people living with epilepsy in the United States, the Foundation has a long history of driving change, breaking stigma, and building community. At the helm of this critical work is CEO Bernice “Bee” Martin Lee, a visionary leader committed to strengthening the Foundation’s reach, relevance, and long-term sustainability. In this video, Bee shares reflections on the Foundation’s recent journey to develop a bold new strategic plan and invest in capacity building—work undertaken in close partnership with Benefactor Group. Watch the video now to hear Bee’s perspective on the process, the importance of a growth partner, and how the Foundation is positioning itself for lasting impact.

Strategy isn’t democratic.
When developing your strategic plan, it’s vital to gather input from diverse voices within and outside your organization. This ensures a broad perspective on the challenges and opportunities ahead.
However, make no mistake: strategy is not democratic.
While internal staff and external stakeholders play a critical role in informing the process, the responsibility for final decisions must rest with your staff and board leadership.

Why the world should know about your strategic plan
You’ve spent months working on an ambitious strategic plan. You set your sights high. You surveyed staff. You engaged board members. You spent countless hours making difficult decisions—weighing how different goals and activities would impact your mission. And today, you have a beautiful written plan in hand: one that outlines your goals and tasks for the next three to five years.