We support organizational leaders to bring governance, strategy, and philanthropy into focus so purpose is clear, direction is shared, and the entire organization is ready to take the next step together.
Governance & Planning
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 and alignment of governance, we work with 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
As trusted partners to Canadian social profit organizations, we believe strategy and governance are most powerful when they are practical, inclusive, and rooted in purpose.
What We Offer
Our team brings both lived experience and a broad view of the sector, allowing us to understand context and tailor approaches to each organization.
Our Process
We discover, synthesize, align, and activate; clarifying direction and turning insight into actionable steps through a collaborative, practical, tailored approach for organizations.
Governance & Planning Services
– Operational Direction Setting – Board Engagement and Planning – Strategic Planning – Board Evaluation and Governance Reviews – Board Recruitment – Board Retreats – Annual Planning – Organizational Audits – Co-Designed Services
– Operational Direction Setting – Board Engagement and Planning – Strategic Planning – Board Evaluation and Governance Reviews – Board Recruitment – Board Retreats – Annual Planning – Organizational Audits – Co-Designed Services
CONNECT WITH US
Strategic Planning
Strategic planning is more than setting objectives. It is an opportunity to clarify purpose, strengthen relationships, and define your unique role in the community.
Our co-designed planning processes result in:
- a clear and actionable strategic plan that is approved and supported by your board
- defined strategic priorities and objectives that can be translated into action
- an aligned and engaged board and leadership team
- a framework for accountability and annual review
Business Planning
Putting a strategic plan into action requires a business plan that engages staff and provides a clear roadmap for the path forward.
We provide guidance and facilitation to activate your strategic plan through operational planning, staff engagement, board alignment, and partner communications.
Board Engagement and Leadership Alignment
Strong alignment between board and leadership is essential for success. When roles are clear and engagement is high, organizations make better decisions and create greater impact.
We help leaders build effective, well-structured boards through:
- education on governance and fiduciary roles
- facilitation that strengthens collaboration and trust
- practical frameworks for oversight and strategic input
Board Evaluation
A well-functioning board drives organizational performance. Our independent evaluations provide valuable insights on culture, board effectiveness, and governance practices.
Boards gain:
- clarity on strengths and opportunities for improvement
- a shared understanding of roles and responsibilities
- priorities for both short- and long-term development
- renewed alignment between board and management
Governance Reviews
In many organizations, strategy evolves faster than structure. We help align governance with your strategic direction by reviewing board composition, committee mandates, policies, and decision-making frameworks.
The result is a governance model that reflects your organization’s growth and ambition.
Strategic Counsel
For organizations navigating change or implementing ambitious strategies, we provide ongoing strategic counsel on a monthly basis.
Through regular communication with leadership and staff we can provide:
- support for engagement with board and key partners
- guidance to maintain alignment and momentum
- strategic counsel to help leaders stay focused, adaptive, and accountable as they move their mission forward.
Board Recruitment
We help organizations assess board composition, identify gaps, and recruit members whose skills, experience, and values align with your strategy.
Our support ranges from designing recruitment frameworks and policies to assisting with candidate identification and onboarding.
Board Retreats
A well-planned retreat can strengthen alignment, build shared language, and renew focus. We support agenda design and facilitation so that board and leadership teams make the most of their time together and leave with clarity and commitment.
Co-Designed Services
Every organization’s context is unique. We work with clients to design services that meet their specific needs, whether exploring an amalgamation, navigating transitions, or undertaking organizational change.
Building Roadmaps Through Strategy and Aligned Governance
We help our clients build clear strategies and strong governance to support sustainable growth.
