A strategic plan built for the realities of fundraising.
STRATEGIC PLANNING
Most strategic plans are built by people who are guessing. A plan grounded in organizational history, stakeholder insight, and fundraising capacity is more accurate and more likely to be used.
120+
Clients partnered with V Formation
$50M+
Raised for Canadian charities
100%
Plans kept real with fundraising capacity front and center
THE APPROACH
Deep research before a single pillar is named.
Before any strategic direction is set, the process begins with a thorough audit of the organization: bylaws, charitable objects, articles of incorporation, audited financials, and communications. The team becomes true experts on context and constraints before facilitating any planning session.
THE PROCESS
Six steps from research to a plan you can act on.
Organizational Deep Dive
Full review of governance documents, financials, communications, and past plans. The team becomes genuine experts on the organization’s history and operating realities.
Stakeholder Survey
A custom survey for the board, community, or both — capturing how key people understand the organization, its strengths, and its future.
Sector Research
Similar organizations are studied for their strategic approaches and best practices, giving the process the benefit of sector-wide learning.
Board and Staff Retreat
A facilitated session presenting research findings, reviewing mission, vision, and values, and using proven models to surface strengths, weaknesses, threats, and opportunities.
Strategic Pillars and Action Planning
Participants determine priorities and timelines together, turning vision into concrete pillars with accountability built in.
Final Plan Delivery
A polished, professionally produced plan the board can act on, with fundraising capacity and organizational reality kept front and center throughout.
WHY IT MATTERS
Fundraising expertise at the planning table changes the outcome.
If fundraising is critical to an organization’s survival, the people leading the planning process should be fundraising experts, not generalists making educated guesses. That is the core difference this service delivers.
Grounded in reality
Custom quantitative and qualitative questions — multiple choice and open-ended — built around donor segments and organizational goals
Built by the right people
Each donor segment receives a score tied to engagement depth, satisfaction, and upgrade potential.
A document people use
Proactive re-engagement recommendations for donors showing declining interest, before they lapse.
Ready to plan with confidence?
Book a free call to explore whether a facilitated strategic planning process is right for the organization.