Governance & Planning

Strong alignment between the Board and senior leadership drives real momentum.

When roles are clear and engagement is high, organizations thrive. We partner with leaders to build focused, effective Boards that bring everyone together and position organizations for success.

Strategic Planning Support The Discovery Group

How Do We Help?

We help organizations align their strategy with the scale of their mission, turning ambitious goals into strategic plans.

Through thoughtful planning, we support leaders and boards in setting priorities, clarifying roles, and making informed decisions.

Our work delivers more than a plan. It provides a clear path forward, with the tools and measures needed to grow while staying aligned to your mission.

What Sets Us Apart

We start with what’s working. Then we work with you to uncover what’s needed to move your organization forward.

What We Offer

Board Governance & Strategic Planning services that help Boards and leadership align purpose with direction.

Our Process

We set priorities, clarify roles, assess capacity, and guide strategic planning and Board governance.

Governance & Planning Services

Organizational Direction Setting       –        Board Engagement and Planning        –         Strategic Planning        –        Board Evaluation and Governance Reviews        –       Board Recruitment

Board Retreats        –       Annual Planning        –       Organizational Audits        –       Co-designed Services        

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Board Governance

We support Boards in becoming more focused, engaged, and effective.

From governance reviews to recruitment and retreat facilitation, our services strengthen Board leadership and alignment, ensuring your governance structure supports confident decision-making and organizational growth.

Strategic Planning

Our strategic planning services help organizations clarify their purpose, set priorities, and chart a clear course for the future.

We guide leadership teams through a collaborative process to define goals, assess capacity, and develop practical strategies that lead to measurable, long-term results.

 
 

Our Strategic Planning & Governance practice is delivered by our team of consultants who specialize in helping organizations build effective boards and develop strategies that match the ambition of their purpose.

Behind every governance engagement is the strength of our entire integrated team. We draw on the collective brain across The Discovery Group team, allowing us to seamlessly bring together the specialized knowledge and skills as each unique situation requires. We believe the strongest governance solutions emerge when knowledge flows freely among all of our team members.

Our Integrated Approach
Governance rarely exists in isolation. We integrate our services across strategic planning and governance, campaign and fundraising counsel, executive search, and executive coaching to create tailored solutions that address your organization's unique needs. Whether your governance work connects to a leadership transition, a capital campaign, or broader strategic planning, we bring the right combination of expertise to support your success.

“

The TDG team is highly respected for their knowledge and experience and the facilitation of Board engagement was a benefit as they set out a good, smooth process, managed people well, and we got the outcomes we were looking for as they helped kick us off at the right place.

Michael McKnight, President & CEOUnited Way British Columbia
“

It was a pleasure working with The Discovery Group on this project. Their support and expertise truly assisted us in helping to more clearly define the role of our department, not only in the current moment, but to envision what we can be in the future. Their final report included a framework for decision-making, provided clarity relative to roles and resources, as well as practical guidance for future departmental development and visioning. We appreciated the time and care from all TDG members involved in the process to make sure our objectives were clear and that we felt supported from start to finish.

Sue PorterDirector of Ceremonies and Events

Building Roadmaps Through Strategy and Aligned Governance

We help our clients build clear strategies and strong governance to support sustainable growth.

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