Strategic Planning

Large or small, every organization needs a plan

If your organization doesn’t currently follow a strategic plan, or has not revisited its plan in a while, now is the perfect time to consider where you are now and where you want to go. 

GRF’s strategic plan advisors provide a tailored approach that addresses your concerns. Our objective is always to help you advance your mission. 

GRF’s Strategic Planning Approach 

Our approach emphasizes improved communication within your organization, which enables better decision making and resilience. We also incorporate risk into the process from the start to reduce negative impact. This approach results in improved efficiency and effectiveness in the strategic planning process.

We look at how strategy plays out across your entire organization, bringing our tax, audit, advisory, and operational expertise together with a proactive enterprise risk management perspective. This approach delivers strategies that are not only actionable, but resilient and aligned with both financial and mission-driven goals.

 Strategic Planning

We begin by understanding where the organization has been and where it stands today. This phase focuses on hindsight and context, examining prior strategic plans, identifying what has worked and what has not, and evaluating lessons learned. We also assess mission alignment and explore how the internal and external environment may influence the organization moving forward. 

Once there is a shared understanding, we work with leadership to clarify strategic direction. This results in the definition of three to five strategic pillars that clearly define where the organization is going and what is most critical to achieving its mission over the next three years. 

Once the direction of the organization is clear, we help leadership identify and prioritize initiatives and actions aligned to each strategic pillar. This phase focuses on ensuring time, resources, and attention are concentrated where they will have the greatest impact. 

Risk is not treated as a separate exercise. Throughout the process, we address uncertainty, enablers, and barriers to success, linking them to strategic priorities. By incorporating risk, strategies are realistic, resilient, and executable. 

GRF's Melissa Musser
Melissa Musser, CPA, CIA, CITP, CISA Partner and Director, Risk & Advisory Services

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