OUR SERVICES
Strategic Planning
Bloom specializes in comprehensive, long-term strategic planning processes that engages stakeholders from across your organization and community, and results in actionable plans supported by our suite of accountability and implementation tools and resources.
Bloom’s five-phase strategic planning model has been developed over decades of experience through partnering with dozens of mission-driven organizations.
5-Phase Strategic Planning Process:
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The Discovery Phase establishes a strong foundation for the rest of your plan. It is an opportunity to engage all of your stakeholders through a variety of research activities including interviews, surveys, focus groups, and landscape analysis or market research. Culminating in a facilitated research review, you will gain valuable insight into the current state of your organization and areas for growth.
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Optional Add-ons:
Board Alignment with Plan
Decision Rights Workshop
Community Engagement
Org Identity Work
Financial Modeling
Ongoing Implementation Support
Let’s talk! Tell us about your needs and Bloom can advise on the best approach to fit your organization, your timeline, and your budget.
Client names have been withheld to respect confidentiality, but client references are always available upon request.
Project Examples
“This was the best strategic planning experience I have ever had. The timing, facilitation, resources and tools and outputs were all excellent.”
-Executive Director
Strategic Roadmap | Experienced Nonprofit
A 50-year-old nonprofit in the Early Childhood Education sector sought a three-year roadmap for the successful expansion and sustainability of the organization’s programming and initiatives, and to leverage potential funding opportunities. With Bloom’s assistance, the planning team analyzed research, reviewed stakeholder feedback, and set future priorities with a clear focus on ensuring all early childhood educators, families, and providers are positioned to advance the future of the children in their care. Building on the nonprofits strong foundation, this strategic planning process strengthened and refined the organization’s capacity to expand its advocacy and continue supporting educators, families, and programs in providing the highest level of education for our youngest learners.
“Through our deep work together, [Bloom] became trusted advisors and confidantes. They were exactly what I needed as a leader, and their partnership with me at this critical stage of our organization's growth will benefit our school for a long time to come.”
-Executive Director
Growth Planning | Growing Charter Network
A small, project-based learning charter school in Hawai’i partnered with Bloom to conduct a feasibility study and strategic planning process to make informed decisions about the future of the school, including the possibility of multisite growth. After a series of robust research and visioning activities, the board decided to move forward with expanding its current school into high school, adding additional sites in Hawai‘i, and developing its role in the education community of Hawai‘i and nationwide.
Over 10 months Bloom gathered input from over 430 staff members, families, alumni, and community members through both in-person interviews and focus groups, and online surveys. Bloom worked closely with the charter’s governing board and foundation board to articulate a five-year vision for impact and growth and a detailed plan for the first three years of implementation. Furthermore, this plan included a multi-year, multi-scenario financial model and implementation tool to track progress across planning areas.
Despite the long distance, Bloom successfully managed the project through phone check-ins and periodic travel to Hawai’i for in-person facilitations. At the conclusion of the planning year, Bloom continued to support implementation with monthly phone check-ins with the Executive Director.
“I would enthusiastically recommend Bloom to any company /group/ school district that is considering engaging in this important and comprehensive work.”
-Assistant Superintendent
New Leader Priorities | School District
A School District serving over 3800 students and supported by over 500 faculty and staff members was starting its second year with its new superintendent when it chose to partner with Bloom Planning to embark on a strategic planning process heavily focused on increasing equity across their district’s schools. Through the combination of internal audits, interviews, surveys, focus groups, and Bloom-facilitated planning meetings, the district was able to refine their focus areas and produce a strategic plan with high levels of staff and community engagement and buy-in.