Strategic Planning

Understand your organization and your landscape.

Build a shared vision.

Implement with intention and accountability.

“I would advise any nonprofit to bring a partner on as their growth partner. I look at this as executive coaching for an organization. That executive coach is going to help you think through your plans, put on the correct path, and then hold you accountable as you go. That is what Benefactor Group has done for us."

“I've never been in a full-day meeting where I didn't think at least something was completely stupid and a waste of time. Today was all really useful. The only improvement would have been a second day."

“Using the structure and templates you provided lead us to one of the most productive leadership meetings we’ve had in the two years I’ve been with the organization."

Nonprofit Strategic Planning Solutions

Mission, Vision, and Values Revisions

Revisit and refine the foundational statements that define who you are and where you are headed, ensuring alignment across your organization before planning begins.

Strategic Frameworks and Plans

Walk away with a clear, practical roadmap that prioritizes your goals, defines success, and gives your team the structure to move forward with confidence.

Stakeholder Engagement

Surface the voices that matter most—board members, staff, community partners, and those you serve—to ensure your plan reflects a shared understanding of your organization.

Strategic Planning Retreats

Bring your board and staff together for facilitated, high-impact retreats designed to align leadership, spark meaningful conversation, and build the shared vision that drives your plan.

Strategic Visioning

Dream boldly about your organization's future and define the long-term direction that will guide every decision ahead.

Organizational Audit

Take an honest, data-informed look at your strengths, challenges, and opportunities, giving your team the clarity needed to plan with confidence.

Strategy Development Workshops

Move from big ideas to concrete priorities in focused, facilitated working sessions that turn vision into actionable strategies your organization can own and execute.

Implementation Toolkit and Support

Keep your team accountable and on track with the tools and ongoing support needed to turn your plan into lasting impact.

Our Process for Building Strategic Plans that Last

Strategic planning is more than a roadmap; it’s a chance to step back, ask big questions, and make confident choices about the future. It clarifies priorities, surfaces opportunities and challenges, and ensures everyone is working in the same direction. A thoughtful plan can unify teams, build momentum, and lay the groundwork for lasting change.

At Benefactor Group, we specialize in strategic planning that is human-centered and data-informed. Strategic planning that balances the humans aspects, like dreaming, planning, and implementing, with data to provide clarity, accountability, and objectivity. We help you build strategic plans that will inspire your nonprofit to dream big, while balancing the realities of your team, your community, your resources, your environment, and your organization.

Whether you’re setting a new course, sharpening your focus, or preparing for growth, we’ll walk alongside you to craft a plan that’s practical, inspiring, and ready to be put into action.

Let's Connect

Contact us below for more information on how you can partner with Benefactor Group to drive your organization forward through human-centered, data-informed strategic planning.

Our Nonprofit Strategic Planning Experts

Kaitlyn Kendall-Sperry

Senior Consultant

Kaitlyn is a thoughtful strategist and skilled facilitator who brings more than 10 years of nonprofit experience to her clients. As a Senior Consultant, Kaitlyn blends data-driven and human-driven insights to provide her nonprofit partners with a complete picture of their past, present, and future—and guides them as they build a plan to achieve their new vision. Since joining Benefactor Group in 2018, Kaitlyn has collaborated with clients in all the firm’s service lines, giving her a deep understanding of the nonprofit landscape. She now leads the strategic planning service and is the co-creator of Benefactor Group’s strategic planning methodology. Kaitlyn has counseled clients across a variety of sectors, including arts and culture, human services, higher education, and behavioral health.

Jenny Bergman

Senior Consultant

Jenny Bergman is an executive-level operational leader, culture builder, and strategic advisor with more than 20 years of experience guiding nonprofit organizations through complex change, growth, and transition. With a foundation in frontline fundraising and extensive interim executive leadership experience, Jenny is frequently asked to step into high-stakes, high-ambiguity moments to stabilize organizations, establish foundational practices, and create the conditions for forward movement.

Steve Beshuk

President & Partner

Steve’s passion is helping nonprofits achieve results, whether it’s building a strategic plan or improving their systems. His expertise, cultivated over decades of leadership experience in the nonprofit sector, lies in strategic planning, coaching, business intelligence, technology, and data-informed decision-making. Before joining Benefactor Group in 2015, Steve was the Director of Professional Services at a national technology consulting firm that focused on nonprofits—from major universities to grassroots organizations.

Key Insights on Strategic Planning

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Human-centered, Data-informed Strategic Planning

How the Best Strategic Plans Are Built

A human-centered, data-informed strategic planning process blends the best parts of both approaches. It acknowledges the deep value of human experiences and perspectives, while giving us the structure and clarity that data can provide. An effective strategic plan is powered by people and guided by data. Benefactor Group is the only firm that delivers both. Read more.

March 16, 2026

Act, Don't React: Strategic Planning in Changing Times

Act, Don’t React: Strategic Planning in Changing Times

“We don’t have time for strategy; we’re just trying to survive.” I heard this quote from a nonprofit leader, in response to the dramatic turmoil facing nonprofits in 2025. I took two things from the leader’s statement. First, we’re in crisis response mode. And second, strategy slows us down. Read on to learn about a few things you can do to ensure your organization is ready to adapt, rather than react in uncertain times.

February 17, 2026

Charting the Course Ahead with Licking County Aging Partners. Icon shows a map with a target.

Charting the Course Ahead with Licking County Aging Partners

As Licking County Aging Partners approached its 50th anniversary, leadership reflected on how to ensure the organization’s future was just as impactful. LCAP partnered with Benefactor Group to develop a strategic plan that would align staff, board, and community partners around a shared vision. Read more here.

January 20, 2026