Association Strategic Planning
Most associations have been through strategic planning before. Too often, what emerges is a plan without the alignment, ownership, or accountability required to execute it.
I approach strategic planning differently. My Strengths-Based Planning process starts with what is working and who your organization is at its best, and puts the hard truths on the table in the same room. Together, you work through the questions that matter: who you are and why you exist, where you are headed and what needs to change, and what you will do and who owns it.
Whether laying the foundation, facilitating a full planning process, or working through a specific challenge, the result is clearer priorities, stronger ownership, and actionable strategy backed by accountability and follow-through that moves your mission forward and delivers greater member value.
What your association gains
Align your staff and volunteer leadership around shared direction and decision-making.
Align your staff and board around who you are, where you’re headed, and how you’ll get there.
Define focused priorities with clear ownership, accountability, and next steps.
Turn strategic direction into disciplined action, measurable progress, and demonstrable member value.
Engagements designed around your association
Strategic Planning Foundation
A focused session for associations ready to build the groundwork for planning. We clarify your current position, surface the right questions, and define what the planning process should look like before you commit time and budget.
Full Planning Process
A complete facilitated planning engagement, from pre-planning discovery and survey work through facilitated sessions to a written plan with clear ownership and accountability. Designed to produce a plan your team actually owns and can execute.
Strategic Challenge Facilitation
A targeted engagement for a specific challenge or decision your association is facing. Same collaborative process, focused on one priority rather than a full plan.
Plan Review and Refresh
A structured review of your existing strategic plan to assess progress, recalibrate priorities, and maintain momentum without starting over.
“We retained Evan to facilitate our strategic planning session, and he did an outstanding job. He asked insightful questions, ensured every participant had a voice, and kept us focused on meaningful outcomes.”
Scott Drucker, Esq., CEO, Arizona REALTORS®
Association leaders ready to plan with intention
Strategic planning works when the right people are in the room and the right questions are on the table. This engagement is built for the people responsible for carrying the plan forward together.
Association Executives and CEOs
You own the relationship with the plan after it’s built. This process gives you a tool you can point to, a shared agreement your board and staff made together.
Board Officers and Volunteer Leaders
Your board sets direction. This process gives them the preparation and shared context to make stronger decisions together, with clarity about ownership and what comes next.
Staff Leadership
Your staff turns direction into day-to-day execution. This process gives them clear priorities, defined ownership, and a plan built alongside your volunteer leadership.
Strategic planning strengthens everything else.
Association Leadership Development
Strong plans depend on capable leaders. Leadership development helps people build the confidence, judgment, and perspective to carry the plan forward.
Staff and Volunteer Alignment
Planning builds shared direction. Alignment builds the structure to maintain it through leadership transitions.
Member Value and Education
When a strategic plan identifies member engagement as a priority, programming and education bring that strategy to life.
Let's talk about your association's strategy
A short conversation is the best place to start.