Strategic Planning

From institutional level strategic plans to ongoing strategic coaching, Partners in Mission has helped countless clients to transform their growth vision and optimize their operational plans to compete in the ever-changing, hyper-competitive, environment they are faced with.  All in service of elevating their educational, professional and eternal mission.  

We do this in a highly collaborative manner, believing that  “Involvement inspires Investment!” - that the plan must come from the stakeholders and members of the community to create buy-in, passion, and resources for its success. To do so, we work alongside you to build and support a meaningful process for your institution, resulting in a plan created by and for your community specifically and uniquely.

Our strategic planning specialists come from top leadership roles in Diocesan and Independent Catholic schools and have spent years dealing with the same strategic issues and tradeoffs you face, developing robust tools and methodologies to guide your community through a successful strategic planning process. 

Here are some of the common strategic issues that you may be facing and we are accustomed to solving:

  • “We’re struggling to set long-term goals that are both ambitious and achievable”.
  • “Our current strategic plan is outdated and no longer reflects our school’s needs.”
  • “Our school needs a strategic plan that aligns with our mission.”

With our depth and breadth of strategic planning expertise, our tested methodologies and partnership ethos we will hit the ground running, helping you quickly bring order to chaos and get on a path of clarity, confidence and, ultimately, transformation.  And we will work with you in the manner that best suits your organization, developing custom strategies and approaches that fit your specific needs, time frames and interaction preferences, whether in person, remote or hybrid.
 

Strategic Planning Capabilities

 

 

Discover and Assess

  • Program Assessments
  • Feasibility Studies
  • Competitive Assessment + Benchmarking
  • Constituent and Prospect Research
  • Constituent Experience (CX) Assessment

Plan

  • Institutional Strategic Planning
  • Brand and Marketing Strategy
  • Data + Segmentation Strategy
  • Constituent Experience (CX) Strategy

Execute and Optimize

  • Ongoing Strategic Counsel

Strategic Planning Success Stories

 

 

Washington, Missouri
Engagement: Advancement Audit, Board Formation + Strategic Planning

"As long-time partners, Partners in Mission has supported our school with an Advancement audit, Board formation, and soon, a Strategic Plan. I've always had a great experience with Partners in Mission, and they have helped us be the successful school that we are, and we look to continue that relationship into the future."

Matt Shutte
President 

Jerseyville, Illinois
Engagement: Strategic Planning

"After thirty-plus years in education, I have not worked with a collective group of professionals who can lead a process such as this with such knowledge, understanding, and patience while remaining driven, motivational, and inspirational."

Dr. Dennis Cramsey
Principal

Elyria, Ohio
Engagement: Strategic Planning, Advancement Assessment, Feasibility Study, Capital Campaign Counsel

What began as an Advancement Assessment by Partners in Mission at Elyria Catholic High School led to a Strategic Planning Study, followed by a Capital Campaign Feasibility Study. The Feasibility Study recommended the largest campaign in the school's history, and Partners in Mission is now working with them to implement the campaign plan.

Fort Pierce, Florida
Engagement: Advancement Consulting + Strategic Planning

Partners in Mission is delivering paradigm-shifting guidance to John Carroll High School, driving growth in their Advancement Department with a focus on strategic donor engagement. The school is now empowered to embark on Strategic Planning with Partners in Mission.

Mentor, Ohio
Engagement: Strategic Planning

"We've worked with Partners in Mission on Strategic Planning. What stands out is their mission work. They all believe in the mission of Catholic education and our school's mission specifically; for that, I truly appreciate them."

John Morabeto
President 

Kettering, Ohio
Engagement: Strategic Planning, Annual Fund Segmentation, Enrollment Management Counsel + Capital Campaign Counsel

"I have had the pleasure and honor of working with Partners in Mission for the past 13 years. To say they are nothing less than exemplary is an understatement. We have partnered with them for Strategic Planning, Annual Fund Segmentation, Enrollment and Capital Campaign Strategizing. I have been so blessed to work with them and to consider them partners and colleagues.  I would highly recommend Partners in Mission if you are looking for someone to guide your steps and encourage your heart, this is the team for you."

Lourdes Lambert
Principal and CEO