Plan
Know what to do first.
Proven frameworks to name the outcome, find what's holding it back, and put the work in order, so your team can move with confidence.
How we plan
We start from the end.
Picture what good looks like next December, then work backwards to the first move. The plan is built around the result, not the activity.
Picture the end
What you'd love to announce next December.
Name the number
One measure that proves it happened.
Find the blocker
The one thing holding that number back.
Order the work
First steps, owners, and measures.
Three ways to plan
Pick the room that fits.
- 1
Mission Blueprint · The flagship
Plan the year in a day.
One working day with your leadership team. We do the homework first, then walk the room backwards from the outcome to the first steps. You leave with a written roadmap and a team ready to move.
See the Mission BlueprintRight for you ifYou need a plan for next year that your leadership team actually agrees on.
- One day, plus light pre-work
- At our office or yours
- $3,500 to $7,500
- 2
Workshops · Hands-on
Get your team moving.
Half a day or a full day with your team, your leaders, or your board, on your own work and the tools you already have. Each one ends with something working and a clear next step.
See the workshopsRight for you ifYour team needs to start, together, on real work.
- Team, leaders, or board
- Half day or full day
- In person or virtual
- 3
Self-Guided Blueprint · Free
Start on your own.
A free, 30-minute version of the Mission Blueprint. Name one outcome and what's in the way, then bring it to a call and we'll work through it with you.
Start the Self-Guided BlueprintRight for you ifYou'd like to think it through before a call.
- About 30 minutes
- Free
What you leave with
A roadmap your team can act on.
Written down, in order, with an owner on every first step. And we stay with you to put it to work.
Workshops
A room for every team.
- Hours BackFull day, half day, or virtualYou leave with your weekly work sorted into what to automate, what to assist, and what to keep human, with one workflow rebuilt in the room.
- AI for Your TeamFull day, half day, or virtualYou leave with everyone set up on approved tools, with uses for their own role and the start of an AI policy.
- Story + Brand WorkshopFull day, half day, or virtualYou leave with a one-liner and a message everyone can say, built on StoryBrand.
- Team Build DayFull day, half day, or virtualYou leave with one Build made with your team in the room, working by the end of the day.
- Board BriefingFull day, half day, or virtualYou leave with a plain-English view of what is possible, what is safe, and what to fund.
After the plan
Then we build it with you.
The plan names the first Builds. We can take them on, stay at your table as a partner, or simply be a call away.
Questions nonprofit leaders ask.
Straight answers on planning, workshops, and where to start.
Ask something elseLet's plan what comes next.
Tell us about the year ahead and who should be in the room. We'll suggest the right way to plan it.
What we'll cover
- The dayWho should be in the room, and where you'd like to hold it.
- The outcomeWhat good looks like at the end of next year.
- Next stepsDates, the price, and the short pre-work.
You'll talk with Jason VanLueFormer VP of Product and Design at Virtuous