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Strategic Planning

Effective nonprofit strategic and business planning with collaborative facilitation helps your organization refine mission and focus, target sustainability and desired growth through leveraged opportunities to enhance your market position and outcomes for impact. TAC Strategies' team has facilitated and written over 50 strategic plans and our team's executive leadership experience supports implementation-oriented planning approaches.

TAC’s leadership has helped craft strategic plans that have generated over $2 billion dollars in company valuations. 

Our planning services incorporate:

  • Analysis of organization service models

    • Assistance with launching new service lines

      • Policy development

      • Growth planning

      • Strategic outlook

    • Detailed de novo growth plans for existing service lines

    • Acquisition & Merger analysis and support

  • External market analysis

    • Competitors

    • Demographics

    • Payer Mix

    • Regulatory hurdles

    • Growth Financing

  • Short-term and long-term growth plans

    • Step-by-step Gantt charts for success

    • Project Managers for site readiness and program launch

    • Connections with specialists, regulators, and legislators

    • Long-term financing sources


Our team has facilitated and developed strong and successful strategic and business plans with over 50 organizations over 25 years and implemented plans for community impact as executive leaders.  We base every recommendation on thorough research, analysis and a knowledge of best practices in the field.  We focus on creating awareness of opportunity and excitement about the possibilities that change can bring, and are passionately committed to your success.

How we work with you

TAC Strategies supports your organization's self-assessment and refinement or ongoing clarity of organizational direction. We apply a range of planning methodologies, tailored to your situation.We help you develop visionary strategies, with hands-on assistance to realize lasting change and sequenced plans that stick, to get the outcomes you're seeking.  We also 'stay the course', working with you to implement the change through cultural and political barriers - during "life after the plan."

Our approach to planning is participatory. We involve the organization’s leadership throughout the process to build buy-in, generally starting with a planning committee.  We start by working with you to identify the right stakeholders and your vision of success.  Then we determine the most positive, productive process to get the job done.  Through in-person facilitated retreats, in-person and web-conference style meetings, we work collaboratively with you to develop, launch, and follow through on plans.