Strategic Planning

Strategic planning is a cornerstone of success and sustainability in your non-profit organization, where pursuing a noble mission is at the heart of your every endeavor. Our experience informs us that in elite non-profit organizations committed to maximizing their impact and achieving lasting change, strategic planning is not just a task but a mindset—a roadmap for navigating the complexities of the non-profit sector, seizing opportunities, and overcoming challenges with foresight and purpose.

We offer an Intensive Strategic Planning package where we will work with you to design an approach to the strategic planning process ideally suited to the unique needs of your organization and the specific challenges you face. If your organization is willing to spend more time, money, and effort, you can go deeper into the strategic planning process with custom stakeholder engagement and collaboration approaches.

Tactical Planning

At Saxon Advisors, annual tactical planning can be a valuable alternative for some non-profits who may not have the resources or infrastructure to support a detailed strategic plan. While strategic planning typically involves setting long-term goals and defining overarching strategies to achieve them, annual tactical planning focuses on identifying specific actions and initiatives to implement within a shorter time frame, usually a year. This approach can be particularly beneficial for non-profits facing resource constraints or operating in fast-paced environments where flexibility and agility are essential. We offer annual tactical planning services for non-profit organizations that can focus on actionable steps for implementation to address immediate needs and opportunities. By breaking down goals into smaller, manageable tasks, our clients can make progress toward their mission in a more targeted and efficient manner. This approach can help you adapt to changing circumstances and respond to emerging issues promptly.