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Strategy & Planning

Determine which strategies and plans will work for you to drive the results you need.

We work with government, non-profits, investment funds and the private sector to strengthen their organizational, investment and programming strategies, improve program design and execution, and measure and report on the impact of their investments, programs and expenditures.

Strategy

  • Needs assessment
  • Environmental scans
  • Strategy development
  • Funding and financing structures

Design

  • Organizational and process design
  • Theory of change (logic models)
  • Impact frameworks
  • Risk assessment and management
  • Investment screening and due diligence
  • Ex-ante and ex-poste analyses

Execution

  • Framework, metrics and tools
  • Impact measurement system
  • IMM training and education
  • Change management
  • Database and software development

Tracking and Reporting

  • Impact assessment and verification
  • Benchmarking
  • Evaluation
  • Analysis of opportunities for improvement
  • Reporting and feedback loops

Strategy

  • Needs assessment
  • Environmental scans
  • Strategy development
  • Funding and financing structures

Design

  • Organizational and process design
  • Theory of change (logic models)
  • Impact frameworks
  • Risk assessment and management
  • Investment screening and due diligence
  • Ex-ante and ex-poste analyses

Execution

  • Framework, metrics and tools
  • Impact measurement system
  • IMM training and education
  • Change management
  • Database and software development

Tracking and Reporting

  • Impact assessment and verification
  • Benchmarking
  • Evaluation
  • Analysis of opportunities for improvement
  • Reporting and feedback loops

Our Service

We have conducted over 400strategy related project including organizational strategies, program strategies, regional or sector development strategies, crime reduction strategies, climate change mitigation strategies, labour market strategies and many others. Our approach to strategy development commonly focuses on three key elements:

  • Analysis: Clear and accurate definition of high priority issues and challenges, the assets and other strengths upon which to build, and potential directions and opportunities that can be pursued. The diagnosis sorts through the noise by analyzing current conditions and providing a realistic assessment of potential directions.
  • Direction: Specifies the strategic framework for responding to issues outlined. The Framework may include a vision, mission, and set of organizational objectives and strategic directions or pillars and is developed through an interactive process which balances the vision and mission with the feasibility of potential strategic directions. The direction outlines the direction forward but does not define the details of the trip.
  • Action: Defines the specific tactics and actions that will be undertaken, outlining responsibilities, timing, and resource requirements.

Our Approach

We commonly employ a “research, engage, develop and finalize” approach. We conduct secondary research leading to a situational analysis, followed by an extensive engagement process which enables us to dig deeper and prioritize key issues and gaps to be addressed. In the final phase, we work with the management, board, program staff or steering committee to develop a draft strategy which is then to be reviewed by stakeholders before it is finalized and published.

Impact Stories

We have been providing management consulting services to clients in the government, public, non-profit and private sectors across Canada for more than 30 years.

How Can We Help?

Tell us about your investments, programs or activities, or send us a request for proposal (RFP). We will let you know how our services can work for you and provide you with a quote.

Contact Us