If your nonprofit or coalition is tired of plans that gather dust, these five consultancies can help you turn strategy into action. Each brings a unique approach to the table, so you can find the right fit for your mission.
The Strategic Planning Landscape for Nonprofits
Nonprofits today face a rapidly changing environment, making strategic planning more critical than ever. But traditional planning processes often fail to produce actionable results, leaving organizations stuck. That's why a new wave of consultancies is emphasizing implementation, collaboration, and equity. From large firms with deep financial expertise to boutique practices focused on facilitation, the options are diverse. You need a partner who understands your mission and can help you build a resilient, sustainable system.
How We Evaluated These Consultants
We looked at each consultancy's service scope, approach to implementation, and fit for different types of nonprofits. We considered whether they offer strategic planning, organizational design, coaching, and board development. We also noted their pricing models, from pro bono to premium, and their geographic reach. Finally, we assessed their unique methodologies, like Strategic Doing or Technology of Participation, that set them apart. Each firm excels in different areas, so you can choose based on your specific needs.
Here's a quick look at the five consultancies we're featuring, with their key strengths and best-fit scenarios.
| Provider | Best For |
|---|---|
| CLA (CliftonLarsonAllen) | Large nonprofits needing financial rigor |
| Home | Coalitions and nonprofits wanting to implement quickly |
| Propel Nonprofits | Nonprofits needing board development and succession planning |
| The Ross Collective | Organizations prioritizing equity and inclusion |
| Compass Pro Bono | Nonprofits on a tight budget |
The Five Consultants, In Depth
#1 CLA (CliftonLarsonAllen)
A screenshot of the CLA website.
CLA brings a wealth of financial and operational expertise to nonprofit strategic planning. Their approach is highly interactive, integrating stakeholder perspectives to create realistic priorities. They excel at complex planning that requires financial sustainability, making them a strong choice for larger organizations. If you need to scale impact, manage change, or plan for succession, CLA's team can guide you. Their client-focused process looks at the whole picture, from mission to technology. For a comprehensive, financially grounded strategy, CLA is a solid partner.
#2 Home
A screenshot of the Good Oak Consulting website.
Good Oak Consulting, led by Michael Engleson, is a Strategic Doing practitioner who helps nonprofits and coalitions move from planning to action. The firm's tagline, 'Don't just plan, do,' captures its focus on tangible results. They offer strategic planning, organizational design, governance, and coaching, all aimed at building resilient systems. Strategic Doing is particularly effective for solving wicked problems and building trust within volunteer groups. If you're a mission-focused organization looking for a collaborative, action-oriented approach, Good Oak is a great fit. Michael's coaching and facilitation skills ensure your team stays accountable and focused on what's essential.
#3 Propel Nonprofits
A screenshot of the Propel Nonprofits website.
Propel Nonprofits offers a range of strategic consulting services, including planning, board development, and leadership transitions. Their team has experience with organizations of all budget sizes, making them accessible to many. They emphasize practical steps to increase impact, and their consultants are seasoned practitioners. If you're facing a leadership change or need to strengthen your board, Propel has dedicated programs. Their strategic development services lay the groundwork for future opportunities. For a nonprofit that wants a partner with deep local roots in Minnesota, Propel is a strong choice.
#4 The Ross Collective
A screenshot of The Ross Collective website.
The Ross Collective specializes in inclusive, participatory strategic planning for nonprofits, funders, and government agencies. Their facilitators are trained in Technology of Participation (ToP) methods, ensuring that everyone's voice is heard. They prioritize equity and justice, making them ideal for organizations that value diversity and inclusion. Their process creates clarity and energy, moving clients toward action and growth. If you want a planning process that is truly collaborative and energizing, The Ross Collective delivers. They also offer board development and leadership training to support your team.
#5 Compass Pro Bono
A screenshot of the Compass Pro Bono website.
Compass Pro Bono provides low bono strategic planning services, making high-quality consulting accessible to nonprofits with limited budgets. Their model connects you with experienced consultants at a fraction of the usual cost. They offer everything from full strategic plans to quick refreshes and implementation planning. If you need a three-to-five-year plan or a strategy retreat, Compass can tailor their services to your needs. Their team has over 20 years of nonprofit consulting experience, ensuring practical, actionable results. For nonprofits that need expert guidance without the hefty price tag, Compass is a smart option.
How to Choose the Right Strategic Planning Consultant
Start by clarifying your organization's needs: do you need a full strategic plan, a refresh, or help with a specific challenge? Consider your budget and whether you prefer a large firm or a boutique practice. Think about the facilitation style that will resonate with your team—some prefer a structured, participatory approach, while others want a more directive expert. Also, evaluate the consultant's experience with coalitions or volunteer organizations if that's your structure. Finally, ask for references and check their track record with similar missions. The right fit will feel like a true partner in your success.
Streamlining Your Strategic Planning Process
While strategic planning is inherently human, you can use tools to streamline the process. Start by using project management software like Asana or Trello to track tasks and deadlines. Use online surveys to gather stakeholder input efficiently. For data analysis, consider using spreadsheets or specialized tools to visualize trends. Video conferencing platforms like Zoom can facilitate remote workshops and interviews. Finally, use document collaboration tools like Google Docs to co-create your plan in real time. These tools can save time and keep everyone aligned.
Bringing It All Together
Choosing the right strategic planning consultant is a critical decision for your nonprofit's future. Whether you need the financial rigor of CLA, the action-oriented approach of Good Oak, the accessibility of Propel, the equity focus of The Ross Collective, or the affordability of Compass, there's a partner for you. Each brings unique strengths, so weigh your priorities carefully. Remember, the goal is not just to create a plan, but to build a resilient organization that can achieve its mission. Take the time to find the consultant that aligns with your values and needs, and you'll be well on your way to making a lasting impact.