STRATEGIC PLANNING
Bloom specializes in a comprehensive strategic planning process that provides you with a long-term stakeholder-informed vision and an actionable 3-year implementation plan. Our five-phase strategic planning model has been fine-tuned over decades of experience through partnering with dozens of mission-driven organizations.
Five-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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“This was the best strategic planning experience I have ever had. The timing, facilitation, resources and tools and outputs were all excellent.”
- Executive Director, First Up
Whether your organization is a large school district, or a small nonprofit, we can adapt our process to fit your needs.
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.
Our Approach to Strategic Planning
We approach strategic planning as your partners in the work. You are the expert on your organization and the people you serve, and we bring our expertise in project management, process facilitation, and the best practices that will ensure your strategic plan becomes a living plan that drives your organization forward towards meeting your long-term goals.
Snapshot of Sample Implementation Tool Dashboard
We emphasize not just the creation of the plan, but also the mechanisms to ensure successful implementation of the plan, including a variety of customized tools and resources to ensure the time and money you’ve invested is well spent and has the intended impact.
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In addition to a final presentation of the polished plan to your board, Bloom can also plan and facilitate a reflective session that presents recommendations for board self-management and direction to inform the board’s support of leadership in implementing the strategic plan.
As an additional support, Bloom can also administer a board self-assessment survey that asks reflective questions related to governance best practices and articulates the skillsets and gaps that the current board possesses. Through a guided reflection of these results, Bloom supports the board with setting its own strategic priorities and goals for the next 1-3 years.
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Additional Services:
Get in touch.
Whether you’re ready to start planning tomorrow or next year, now is the time to reach out! We’ll connect with you to understand your needs and then provide you with a customized proposal outlining the scope of work, projected timing, expectations for leadership and stakeholder involvement, and a budget by phase so you can make an informed decision.
Strategic Planning Project Examples
Client names have been withheld to respect confidentiality, but client references are always available upon request.
“I would enthusiastically recommend Bloom to any company /group/ school district that is considering engaging in this important and comprehensive work.”
-Assistant Superintendent, Wallingford-Swarthmore School District
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 nonprofit’s 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 nonprofit’s 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.
Growth Planning
Expanding Charter Network
A single site, 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.
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.
New Leader’s Vision
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.
To articulate a clear vision for the district, leadership 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.
The final plan included a polished executive summary, presentation deck, and interactive implementation tool.