Strategic Planning

We’ve worked with many clients on strategic plans to increase their focus and sharpen their results.

Staff working on goals at PVCHT strategic planning retreat

Strategic Planning for Organizational Success

Schonfield Consulting led the Pajaro Valley Community Health Trust (PVCHT) through a strategic plan that gathered insight and data from Board members, staff and community partners. We held a 2-day, action-packed retreat in Monterey CA, where we honed PVCHT's mission, vision, goals, and strategies for the future. Working closely with the Executive Director and a Board/staff committee, we finalized the 3-year Strategic Plan with strong buy-in from all levels of the organization. See PVCHT strategic plan here.

Learnings, Program Effectiveness

Schonfield Consulting prepared internal strategy documents for the Bill & Melinda Gates Foundation's Global Development Program to improve program effectiveness. We prepared strategic direction reports for teams in advocacy and international emergency relief, wrote a case study on "spillover effects" from grants in East Africa, and developed a Learning Inventory Database of 80+ agricultural investments (ranging from $1 million to $25+ million) to support knowledge management and centralize key learnings.

Schonfield Consulting meets with Abilicorp team

BUSINESS PLANNING

Schonfield Consulting worked with Abilicorp - a disabled-owned business in Oakland CA – to develop a five-year business plan. The business plan clarifies Abilicorp’s mission, vision, consumers, business model, org chart, potential revenue and other essential business services. We’re also helping Abilicorp to implement the business plan and identify potential customers and service providers.

STRATEGY DEVELOPMENT

We helped the Natural Resources Defense Council develop a 5-year Strategic Plan for NRDC’s India Initiative (2020 - 2025), including goals, strategies and next steps in programs, operations, international partners and organizational support. Schonfield Consulting led NRDC staff, consultants, leadership and India partners through a strategic development process with “visioning” sessions, surveys and planning workshops. We previously helped NRDC’s India Program develop its earlier 5-year Strategic Plan (for 2016 - 2020).

Strategic Planning

We’ve worked with many clients on strategic plans to increase their focus and sharpen their results.

Strategic Planning for Organizational Success

Learnings, Program Effectiveness

BUSINESS PLANNING

STRATEGY DEVELOPMENT

"Anne is the quintessential consultant — she listens well, asks good questions, is easy to work with, and a great "thought partner." She is the person you want on your team if you want to get s**t done and not waste time. I will work with Anne anytime."

“Anne and her team bring a wealth of experience in process design, community investment best practices, and clarity of objectives and program metrics. I would definitely recommend Schonfield Consulting for their rigor and drive to achieve results.”

“Anne and her team played an integral role in designing and implementing Well Being Trust's grant making. Anne is extremely efficient and good at moving things forward. I value Anne’s input tremendously and appreciate her warm and positive manner.”

“Anne and Amy did a marvelous job with our strategic plan -- sensitive to the needs of staff, leadership and Board; focused and efficient; encouraging and relentless. Hidden Villa made an excellent choice to work with Schonfield Consulting.”

“Anne is brilliant at strategic planning. She worked with the NRDC India team to chart our vision and plan for two plans spanning 10 years. She guided a tough task to successful completion by keeping us on target. I highly recommend Anne!”

"Anne is a pleasure to work with and guides you through the difficult strategic planning process with thoughtfulness, passion, and a great work ethic!”

"The ABPAS business plan that Schonfield Consulting helped us develop clearly explains our mission to investors and donors. The research Eva did was comprehensive and well-presented. The services provided by Anne and Eva can definitely help propel many other agencies like ours.”

"We needed someone who was independent, highly focused and knowledgable about capturing data from nonprofits. The final report was excellent. Thanks for taking on Fresno!"

"Anne is a valued colleague and I highly recommend her to anyone needing a top notch consultant... The quality of her work is excellent and her ability to turn it around quickly was very impressive."

"Thank you for carrying us through this process. The end result is pretty dramatic, thanks to your careful eye, your methodical work, and your creative suggestions. You’re a superstar!"

"From her insights into fundraising, to her pointed questions on strategy and her well-organized agendas -- Anne's support has been invaluable. Anne has great energy and is an important member of the TAHMO team."

"Anne has done excellent consultancy work. Her research and review of grant materials produced high quality outputs—she asked tough questions and delivered on time. I would highly recommend Anne."

"That was a great event. Thanks so much for a fantastic facilitation – you know your job and you do it very well! I'm already looking forward to next year’s meeting."

"Working with Anne was extremely excellent! We were very happy with the board retreat and initial strategic planning. The summary report from the retreat is great and goes a long ways to setting a future agenda for CCS."

"Thanks for the excellent job on the case studies. I presented your work at the convening and it garnered a lot of attention. I’m excited to see how things move forward!"

"It was a pleasure working with Schonfield Consulting on our health program evaluation. Anne was super thoughtful and organized, and helped us translate lots of data into a very useful product for our Board."

“Anne provides us with excellent fundraising advice. She put a lot of time and thinking into an excellent fundraising retreat with Board and staff. We did some darn good work and had a good time doing it!”