Strategic Planning for Nonprofit Organizations

Strategic planning is at the heart of everything we do. Our experts will help you identify key goals for your association, and set you on the path to success with a clear plan for achieving them.

How Strategic Planning Sets Your Organization up for Success

Give your mission-driven organization the roadmap it needs to fulfill your purpose and make the most of your resources. With a strategic plan, you’ll have a clear path forward crafted around your organizational goals and resources so you can sustainably grow your nonprofit over the next several years.

Learn How Strategic Planning Can Help Your Organization

Make the most of your efforts and align your association with a strategic plan. We’ll get your organization on track to hit, and exceed, your goals.

Get in Touch with Talley

Is your organization…

It’s time to consider strategic planning support from the experienced partners at Talley. We’ll get your organization on track and working toward your goals in a practical, effective way to set you up for success.

Download our Free Program Strategy Map to Chart Out Your Nonprofit’s Success

By using this Program Strategy Guide, you'll gain insight into the way Talley helps nonprofits improve their organizations and establishes a strategy. This 5-step guide highlights the importance of gathering data, considering reasonable expectations, and making smart decisions to boost program impact and financial health – all key aspects when Talley develops a thorough strategy for your nonprofit.

The Talley Approach to Strategic Planning

After 35 years of crafting strategic plans, we’ve developed a tried and true method to prepare nonprofit associations for growth. Over several months and three stages, our strategic planning process is designed to take a holistic look at your organization to better understand your team, your mission, and your goals to push your association to the next step.

1. Pre-Planning

We’ll kick off the strategic plan with a survey of your operations through interviews with key stakeholders and focus groups, then compile benchmarking data. At the end of the prep work, we’ll have a clear idea of where your association currently stands so we can dive into the planning.

2. Strategic Plan Creation

Next, we join your team in person to take you from a 30,000 foot view of your organization and its goals, down to the nitty gritty details of tactics, initiatives, and responsibilities to ensure your strategic plan gets executed. Within four weeks of the in-person session, you’ll be ready to hit the ground running with a clear, actionable plan.

3. Implementation & Evaluation

To ensure your organization is making progress on your plan, we’ll schedule several check-ins. We’ll help you take a critical look at your advancement and gather any relevant data so you have measurable numbers to compare with your benchmarks. We’re here every step of the way to help you make the most of your strategic plan.

Client Testimonials

Just wanted to send a note to say thank you for everything you guys did to make the national meeting a success. Ashley and Alex were fantastic at picking up the pieces of a meeting that was very behind and getting us in a position to have great success. All attendance numbers were great in the end and Alex was amazing onsite at managing the hotel staff and logistics and keeping a professional calm environment amongst some dynamic personalities we have on our staff (myself included, lol). I got a lot of great compliments from the client on the event and we owe a lot to Talley for getting us there. We look forward to planning more meetings with you!


I would like to thank you and the entire team at Talley Management Group for the support of our organization. We see our relationship as a partnership and look forward to continuing to grow together. Thank you again for all of your support.

Association of Women in the Metal Industries

Case Studies

Restructuring a Nonprofit to Deliver on a Powerful Mission

A People-First Approach to Strategic Planning

The Talley team took a consultant role to help an association align their organization, create a plan for a leadership transition, and pave the way for effective strategic planning.

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Building the Perfect Partnership

How We Quintupled ISEV’s Revenue

From a slow start to one of our most successful partnerships, here’s how we quintupled ISEV’s revenue with our tailored approach to association management.

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Reinventing ABCSW

A New Identity, Strategy, and $100,000 in Initial Savings

See how Talley found success with ABCSW after extensive trust building, allowing us to help them unlock profits in this nonprofit case study.

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