Strategic Business Planning Services

Practical planning for nonprofit and healthcare organizations

Strategic business planning is essential for nonprofits aiming to refine their mission, strengthen sustainability, and drive meaningful growth. At Glick Davis & Associates, we provide strategic planning and business planning services designed to clarify your organization's direction and leverage new opportunities for long-term impact.

Our team of experienced business planning consultants has successfully facilitated and written more than 50 strategic plans. With deep executive leadership experience, we bring an implementation-focused approach to every engagement, helping you move from insight to action with confidence.

What is Strategic Business Planning?

Strategic business planning is a structured, forward-looking process that guides an organization in defining its long-term vision, setting measurable goals, and developing actionable strategies to achieve them. It combines internal analysis with external market insights to assess strengths, challenges, opportunities, and risks. This planning process ensures alignment across leadership, optimizes resource allocation, and creates a clear roadmap to drive growth, resilience, and mission-focused impact.

At its core, strategic business planning helps organizations make informed decisions about where to invest time, talent, and capital. It enables leaders to prioritize initiatives, adapt to changing market conditions, and track progress toward key performance indicators. A well-executed strategic plan not only clarifies direction but also fosters accountability, empowers teams, and positions the organization to achieve meaningful and sustainable results.

Whether in the private, public, or nonprofit sector, strategic business planning is essential for navigating uncertainty and staying focused on long-term success.

Ready to get started? Contact us today!

About Our Strategic Business Planning Process

Our business planning process is tailored to meet a range of organizational needs-from high-level strategic plans to detailed business plans with multi-year financial projections. We align every plan with clearly defined outcomes and integrate measurable success indicators to promote accountability across teams and programs.

Each plan is designed to ensure consistency between strategic direction and financial planning. Whether you need a comprehensive narrative for internal and external stakeholders or a streamlined dashboard-style format, we adapt the structure to your audience and goals. When specific initiatives gain strong support during the planning process, we offer hands-on coaching to accelerate their launch and ensure early momentum.

Our Planning Services Include:

Internal organizational assessment

Analysis of organizational purpose and capacity

Financial analysis

External market analysis

Feasible research

Performance management systems

What our clients are saying

Our department had been grappling with escalating utility costs for many years. Glick Davis & Associates quickly and collaboratively assessed our situation, designed a process and developed a strategic plan that addressed our department’s barriers and opportunities. Glick Davis & Associates then conveyed the essential elements of the necessary changes clearly and compellingly to internal and external stakeholders in order to build buy-in to the initiative. Glick & Associates achieved powerful results and buy-in to change initiatives--a rare combination for a consulting company in the public sector.

Christopher Williams

Deputy Superintendent

Seattle Department of Parks and Recreation

View this video review by Kathy Thamm

Kathy Thamm

Executive Director (Retired )

Community Minded Enterprises

Our board and staff loved how Jan kept us focused on the most critical strategic issues within the business planning process. He also seamlessly facilitated the Executive Director succession, balancing the interests of the board with those of the incoming and outgoing Directors. As a new Executive Director myself, Jan’s insightful coaching has given me the tools to better develop and empower my staff in order to meet the business plan’s objective of being an industry leader.

Marty Miller

Executive Director

Office of Rural and Farmworker Housing

Glick Davis & Associates did an outstanding job of aligning our board of trustees toward common strategic goals, helping the board articulate their goals using clear and inspirational language. Glick Davis & Associates' unique ability to achieve consensus among diverse groups created a positive space for the board to voice their ideas and better understand how to achieve those goals in tandem with staff members.

Stephanie Stebich

Executive Director (Former)

Tacoma Art Museum

Why Choose Glick Davis for Strategic Business Planning?

At Glick Davis & Associates, strategic business planning isn't just a service - it's a partnership grounded in experience, research, and results. With over 25 years of expertise and more than 50 successful planning engagements, our team brings a deep understanding of what it takes to develop and implement strategies that lead to measurable community impact.

We combine field-tested best practices with tailored planning methodologies that fit your organization's unique needs. From internal assessments to visionary goal setting, we guide you through every phase - helping you build clear, actionable strategies and sequenced plans designed to deliver lasting change.

Our participatory approach ensures your leadership is engaged from the start, beginning with a collaborative planning committee and stakeholder alignment. We facilitate dynamic retreats, virtual strategy sessions, and ongoing support to foster buy-in, spark innovation, and navigate challenges. Even after the plan is written, we help you "stay the course" - supporting implementation through cultural shifts, political dynamics, and the practical realities of change management.

With Glick Davis, you're not just planning - you're positioning your organization for sustainable success.

Ready to get started? Contact us today!