Supporting exceptional careers in philanthropy

Operational planning for advancement organizations

Alignment of effort and energy across the organization is critical to achieving high performance. Support your team in converting your strategic vision into measurable annual results and increased performance. A disciplined annual planning process, with clear objectives, metrics and assignment of accountability, provides the infrastructure for successful delegation of effort, allocation of resources, and higher levels of achievement.

The ALG Approach:

Without a clear set of measureable goals at every level of the organization, critical strategies may fail to be executed. Every staff member must understand how his or her efforts contribute directly to achieving your organization’s goals.

Aspen Leadership Group’s approach to operational planning is based on a strong commitment to staff engagement and a rigorous attention to transparency and accountability. We work with you to design a planning process that engages the knowledge and experience of staff members at all levels, providing structure and training as needed to help you build an organization that understands the principles and practice of ongoing planning. Depending upon your needs, Operational Planning may be developed on its own, or in combination with Core Values Workshops and/or Strategic Planning for Advancement Organizations to complete a more comprehensive planning program.

Outcomes you can expect:

  • An operational plan with specific metrics, goals, timelines and clear accountability
  • A specific process for ongoing progress reporting and plan renewal across the organization
  • Tools, templates, and techniques that enable your organization to successfully plan for future years of success
  • Increased staff engagement and performance across all levels of the organization


For more information, contact:  

Susan Faraone
Senior Consultant