Strategy that feeds your mission without starving your people.

Our planning process is more than a meeting—it’s a shared meal of insight, alignment, and real momentum. Together, we center people, purpose, and possibility.

You’ll walk away with a multi-year roadmap, deeper team alignment, and the tools to lead a culture where everyone feels seen, included, and empowered.

You’ve tried visioning sessions, annual retreats, maybe even hired a consultant. But real change still feels stuck—and your people feel frustrated or unheard.

We help you set the table and uncover what’s already working, co-design what’s next, and align your leadership, policies, and people around a shared vision for transformation.

Using our Purpose | Practice | Possibility framework, we guide you through appreciative inquiry, strengths-based team engagement, and actionable planning.

Let’s Build Something Lasting.

Strategic Planning That Sticks

We design and lead custom strategic planning engagements that center inclusion and sustainability—not surface-level fixes.

Leadership Coaching

Strength-based 1:1 sessions with executive leaders

 SOAR Visioning Sessions

Facilitated sessions grounded in Appreciative Inquiry

Interviews

Individual led interviews where very voice matters from team to stakeholders

Focus Groups & Surveys

Data-driven, people-informed customized information gathered

Customized Trainings

Facilitator cohorts, foundational trainings to build internal team capacity

Dinners by Design (optional)

Use a shared meal to gather wisdom, shift culture, and deepen buy-in with thoughtful team-building events

Planning isn’t just a deliverable.
It’s a healing, clarifying process when done right.

A Transformative Approach to Organizational Change

Our Purpose | Practice | Possibility model creates space for reflection and action—served in a format that people actually connect with.

  • Purpose → What’s working?
    (Strengths, shared language, lived wisdom)

  • Practice → What could be better?
    (Co-design, visioning, trust-building)

  • Possibility → What gives you hope?
    (Roadmapping, strategy, realignment)

Our process is collaborative, energizing, and inclusive of the voices that too often get left out.

This is for you if…

  • You’re tired of top-down “strategic plans” that sit on a shelf

  • You want to involve staff, board, and stakeholders across the ecosystem

  • You’re committed to equity but need help operationalizing it

  • Your org is in transition—and you want clarity and momentum

  • You believe people are the strategy

What Clients Are Saying:

“Working with Both And Partners helped us move from one-off trainings to embedding equity into everything we do. This isn’t just a plan—it’s a whole new chapter for our organization.”

—Mike Davis, Sheltering Arms

“They brought strategy, clarity, and heart. We’ve never felt so seen or so aligned.”

—Client Name, Organization Name

What’s Included in a Strategic Planning Engagement?

  • Initial Discovery & Document Review

  • Leadership Coaching & Board Engagement

  • Stakeholder Interviews & Facilitated SOAR Sessions

  • Customized Focus Groups & Surveys

  • Draft & Final Strategic Plan Document

  • Optional Add-ons: Dinner, Facilitator Cohort, Team Retreat

Duration: Typically 6–12 months
Format: In-person, virtual, or hybrid
Cost Range: Starting at $16,000 (custom packages available)

Let’s co-create your roadmap for change.

We’ll guide your organization from insight to action—with a process that feels just as good as the outcome.