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Strategic Planning

Strategic planning is not very mysterious when properly explained. This course utilizes a plan designed specifically for and used by more than 6,000 non-profits in the US and abroad. Unlike some planning processes, ours is easy to understand and designed for ease of implementation. Our proprietary methodology is used daily by hundreds of organizations to help shape their future.

Our most popular strategic planning workshops are:

How to Create Your Strategic Plan

Our facilitated strategic planning workshop will cover a review of your mission, vision and values statements, a discussion of the components of a strategic plan (including goals, programs, fundraising and administration), a look at annual goals plus 1-3 year and 3-5 year goals, tactical plans related to goal areas, and plan monitoring tools for effective implementation. This workshop is offered in two formats:


·        A basic, half day of instruction on how to create a strategic plan including blank forms and tools for you to develop your own plan.


·         A comprehensive, 2-3 day workshop in which you will be guided to create your own draft plan using our forms and tools.


Demystifying Strategic Development
Many planners do not understand the importance of strategic development or what strategies really are. This workshop helps participants understand how to shape approaches that best fit their budget, and identify resources that are necessary for strategic growth and future programming.


Brainstorming for Effective Planning
Before you write a plan, you should invest time in brainstorming as a team. Our easy-to-follow review of the fundamentals of team-based brainstorming shows you how to build a team that can deliver results, and how to capitalize on the results from your brainstorming session.

Making Your Plan Work Post-Approval
Many organizations invest in time to create a strategic plan but never use the plan as a management tool. This training and facilitation session will enable your organization not only to institutionalize planning, but to realize the full benefit from the plan.


Bohse & Associates helped us with, among other things, our first real Strategic Plan. Because of Pat’s vast knowledge and keen insight, the process was painless and has given us a blueprint for our future – which we did not have before. We have engaged other consultants for many more hours and none have produced anything with near the depth and quality of Bohse & Associates work. Not only will we be eternally grateful for crossing paths with Pat, but we would highly recommend Bohse & Associates to any and all area non-profits!

Ilene Winters
Founder/Executive Director
The Wellness Community

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