Participants gain clearer priorities that guide strategic decisions, stronger alignment among leadership, staff, and boards, and a healthier culture supported by better communication and conflict navigation. The process also builds shared accountability through clear ownership structures and creates sustained momentum so progress continues long after the engagement ends.
From Vision to Action.
Strategic Planning Lab
A facilitated strategic planning process for nonprofits and mission-driven organizations seeking clarity, alignment, and measurable progress.
30+
Years combined experience in leadership & organizational development
4
Engagement options — from a single retreat to a 12-month partnership
100%
Person-first, equity-centered, action-oriented approach
What is it?
More Than a Planning Document
The Strategic Planning Lab is a facilitated experience for mission-driven organizations that need clearer priorities, stronger leadership alignment, and a plan that actually guides decisions — not one that collects dust.
Led by Lucy Escobar and Sofia Baum, this work blends strategic planning, leadership development, facilitation, and conflict resolution so your strategy functions in real organizational life.
This service is a strong fit if your organization cares deeply about its mission but needs a clearer path for turning vision into focused action.
Who This Is For
Nonprofits navigating growth or transition
Leadership teams seeking shared direction
Boards needing retreat facilitation
Organizations managing internal conflict
Purpose-driven businesses building strategy
Teams where vision hasn't yet become action
You May Be in the Right Place If…
Does This Sound Familiar?
Your organization feels pulled in too many directions without clear strategic priorities.
Your team keeps revisiting the same conversations without making real progress.
There is tension, misalignment, or unresolved conflict among leadership, staff, or the board.
Big-picture vision isn't translating into accountable, practical next steps.
You're managing growth or transition without a shared roadmap.
You have planning documents, but they're not guiding daily decisions or creating momentum.
What We Support You With
Three Areas of Deep Work
Strategic Planning
Align vision, mission, and priorities so leadership and teams can focus on what matters most.
- Vision, mission, and priority alignment
- Clear strategic goals with timelines and ownership
- Program and initiative alignment
- Board and leadership engagement
Organizational Alignment
Clarify decision-making roles and create shared norms so leadership can navigate growth or change with more cohesion.
- Clarifying decision-making roles
- Strengthening communication across teams
- Creating shared norms and expectations
- Supporting leadership through change
Conflict Resolution
Surface unspoken tension safely and create agreements teams can realistically uphold — without blame or avoidance.
- Surfacing unspoken tension safely
- Facilitated dialogue to rebuild trust
- Tools for ongoing communication and accountability
- Creating agreements teams can actually uphold
Our Philosophy
We Believe Strategy Is Both Technical and Human.
This space is person-first, honoring lived experience, roles, and relationships throughout the process. It is equity-centered, grounded in inclusion, trust, and shared power so every voice shapes the outcome. The work is action-oriented, focused on decisions, ownership, and follow-through rather than conversation alone. Conversations are facilitated, not imposed, creating genuine buy-in instead of simply handing down a plan.
Strategy works when people feel heard, aligned, and accountable.
How It Works
A Clear, Structured Process
1
Stakeholder Assessment
Surveys, interviews, and readiness work to understand what people are experiencing across the organization.
2
Retreat Facilitation
Guided conversations that help leadership, boards, and staff surface priorities and work through alignment issues.
3
Strategic Plan Development
A written plan grounded in stakeholder voice, with clear goals, timelines, and shared ownership.
4
Implementation Support
Coaching and accountability sessions to maintain momentum — available over 3, 6, or 12 months.
Engagement Options
Choose the Right Level of Support
Retreat Only
Strategic Retreat Experience
$18,000 – $25,000
A high-impact leadership retreat (1 or 2 days) to reset direction and strengthen alignment. Includes readiness survey, stakeholder input, custom agenda, and a next-steps report.
Immediate clarity on priorities
Stronger leadership alignment
Space to address tension productively
Clear next steps with ownership
Renewed energy and shared commitment from your team
The Result: You leave aligned, focused, and ready to move — not just inspired.
3-Month Engagement
Strategic Plan Development
$25,000 – $35,000
Stakeholder listening, a two-day planning retreat, a written strategic plan, and implementation support to build momentum and accountability.
Plan grounded in stakeholder voice
Clear goals with timelines
Stronger board and leadership buy-in
Reduced confusion around roles and decision-making
A practical roadmap you can immediately implement
The Result: You gain a plan that guides decisions, funding conversations, and team focus.
6-Month Engagement
Strategic Plan + Implementation Support
$40,000 – $55,000
Planning plus sustained support during implementation — stakeholder assessment, retreat, written plan, coaching, and accountability sessions to keep momentum after the retreat ends.
Sustained momentum post-planning
Leadership coaching through change
Accountability structures that hold
Improved team communication and trust
Greater funder confidence through demonstrated execution
The Result: You don’t just create a plan — you implement it with consistency and confidence.
12-Month Partnership
Strategic Plan + Full Implementation
$65,000 – $100,000
A deep partnership from vision to execution — deep stakeholder engagement, retreat, written plan, ongoing coaching, staff and board training, continuous evaluation, and celebration of progress.
Organization-wide alignment
Measurable progress tied to benchmarks
Cultural shifts that strengthen decision-making and trust
Improved positioning for funding and long-term growth
A strategic framework embedded into your systems
The Impact: You transform how your organization thinks, operates, and grows.
What You Gain
The Return on This Investment
The return is not only a written plan. Organizations gain lasting value across leadership, culture, and operations.
We help you move from Vision → Clarity → Implementation → Progress
About Lucy Escobar
20+ Years of Leadership & Facilitation
Lucy Escobar brings deep experience in strategic planning, leadership development, emotional intelligence, and conflict resolution facilitation.
- GrowthWheel Certified Business Advisor
- Effective Problem Solving & Decision-Making Certification, UCLA-Irvine
- EQ-i 2.0 and EQ 360 Emotional Intelligence Practitioner & Trainer
- John Maxwell Certified Leadership Executive Coach
- Member, Oregon Nonprofit Association (NAO) & SEDCOR
Meet the Team
Lucy Escobar & Sofia Baum
Together, Lucy and Sofia bring a combined 30+ years of experience in leadership and organizational development, team development, financial strategy, and fundraising.
They help organizations build clarity, strengthen communication, and move forward with shared direction — while addressing the real dynamics happening inside teams, boards, and systems.
Frequently Asked Questions
Who is this for?
This service is designed for mission-aligned nonprofits and purpose-driven businesses led by leadership teams and boards seeking clarity and direction during growth, change, or complexity.
What if our team has a conflict?
That is often part of why organizations invite this work in. The Strategic Planning Lab is designed to create a psychologically safe space for honest dialogue and conflict resolution without blame or avoidance.
Is this customized to our organization?
Yes. Every engagement is tailored to your organization’s size, culture, timeline, and budget
Do you work with boards and staff together?
Yes. The process can be designed to support alignment across governance, leadership, and operations.
What makes this approach different?
This process blends strategic planning, leadership development, emotional intelligence, and facilitation so the strategy works in real organizational life rather than staying theoretical.
Strategic Clarity Starts with One Conversation.
If your organization needs clearer priorities, stronger alignment, and a plan that actually guides action, let's explore what you need next.
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