When embarking upon a planning process, many organizations neglect the implementation part of their strategic plan. Strategic planning specialists from Brian Lacy and Associates can take you from the planning and prioritization phase to successful implementation.

Working with the members of our team, we will help uncover your aspirations and the ongoing needs of your organization to create long-term sustainability. Our experienced staff will align our expertise with your organization using the following processes.

Sustainability will include three areas of focus:

•       Missionally – ensuring that the work of the strategic plan will fulfill the mission and the vision for the organization.
•       Financially – providing guidance for financial efficiencies and revenue streams to preserve the work of the organization.
•       Operationally – ensuring that the operations are clearly defined, and the requisite staff are available to carry out the work of the organization.

Our experienced staff will align our expertise with your organization using the following processes.

Identify your Mission, Vision, and Values

  • Research the history and development of your organization, your team, and your stakeholders.
  • Create/update mission, vision, and values statements that reflect the present and future of your organization.
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Create Achievable Goals, Objectives,
and Tactics

  • Weight the prioritization process – do your goals represent the wishes and desires of your customers and stakeholders and match the skill sets of your team?
  • Determine the Ripple Effect – how do these new objectives affect the ongoing work of your organization?

Link Goals, Objectives, and Tactics with Budget and ResourceS

Development
  • Budget implications for new objectives.
  • Create a five-year rolling budget model.
  • Determine current and new revenue streams.
  • Revenue from nonprofit activity, ticket sales, purchases, offerings, memberships, services, etc.
  • Revenue from fundraising.
  • Partnership opportunities
  • The Brian Lacy and Associates Team can assist you by applying our three-pronged resource development approach.

Implementation Process and Plan

  • The Strategic Planning Specialists create an implementation plan that incorporates internal and external expertise to complete the organization's vision and goals.
  • The Implementation Plan helps organizations stay on course and grow quickly as the plan unfolds.

Develop Metrics and Milestones to Measure Your Success

  • Plan how you will measure progress and success before you launch your project.
  • Develop milestones to inform the implementation strategy.

Communicate the Plan to Internal and External Audiences

  • Develop a process so your internal team understands and is part of the strategy.
  • Create a comprehensive communication plan to tell the story effectively.
  • Create understandable reports regarding your progress.
  • Board reports.
  • Annual and special topic reports for your constituents.
  • Profiles and specialized stories for general audiences.

Launch your Strategic Plan

  • Begin your journey to a prosperous and sustainable future!
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Testimonials

“High quality data is vital to doing business today, and Brian Lacy has proven to be able to provide what I've needed, when I've needed it, for a great value. I highly recommend Brian Lacy.”

Marshall Pennell
Owner at PennellChing Development

“Brian works with hundreds of organizations and has 'seen it all.' He brings a wealth of experience and fresh ideas to the table every time I work with him.”

George Machun
Fundraising - Alumni Relations

"Brian is a very knowledgeable person in the field. I would never hesitate to seek Brian's expert advice for any sort of Advancement Services solution. Brian makes it his business to keep up on industry standards and best practices."

Karen Latora
Director of Advancement Services at UC Berkeley Haas Business School

"It is with great enthusiasm and confidence that I recommend Brian. His expertise and commitment to excellence, coupled with his ability to understand the uniqueness of your institution, will provide you the best strategy for success. I recommend Brian without reservation."

Teo Cisneros
VP for Development at Baptist University of the Américas

"I have worked with Brian in a variety of capacities--from reporting directly to him at UCONN, to a long relationship since. In the past decade he's proven to be thoughtful, innovative, and follows through reliably. I know I can trust his counsel and concern."

D. Timothy Poisson
Director, Annual Fund Marketing and Participation at MIT

"Brian is an easy guy to work with, remaining both professional and flexible as the project developed. He delivered timely and accurate results for a very reasonable cost. I highly recommend his services and expect to contract with him again."

Mike Reopell
Director, AIS at Williams College

"Our company has worked with Brian for many years.  We have, because of his excellent service, expanded our business with him. He has always been responsive to our needs and has responded in a timely manner."

Larry Stelter
President, The Stelter Company

"Brian has a very strong background in annual giving . . . he has spent many years working in the sales and consulting industry where he interacts with development professionals from many different backgrounds. This has provided him with a vast depth of expertise in how to successfully create results."

Scott VanDeusen
Executive Director of Advancement Programs at St. John's University

" . . . Brian brings a solid understanding of many aspects related to fundraising and data management based on his own experience as a practitioner. Brian can be relied upon to provide sound and researched advice."

Amy J. Phillips
Advancement Services Consultant

" I strongly recommend Brian Lacy as an annual giving consultant. With his long career and detailed knowledge of annual giving best practices, he offers insight and creative strategies to meet and exceed goals. His network is strong and established . . . "

Trajan Dubiel
Assistant Director of Development at Michigan State University