PANORAMA STRATEGY

Strategic Planning

We help leaders translate vision into actionable strategy, aligning people, purpose, and resources to deliver transformative results.

Turning Vision into Action

Strategic planning is an opportunity to get clear on where you’re headed, how you’ll get there, and how you’ll measure progress. Done well, it’s a collaborative process that puts equity at the center and connects your mission, programs, operations, and funding with the impact you want to achieve. A strong plan becomes a shared framework that aligns teams, sharpens focus, and helps organizations adapt without losing sight of their goals.

At Panorama Strategy, we believe the process matters as much as the plan. Our human-centered approach puts people at the core—engaging staff, stakeholders, and communities in ways that build trust and foster shared ownership. By emphasizing equity, collaboration, and adaptability, we design planning experiences that are inclusive and energizing. The result is more than a strategic plan—it’s a roadmap that reflects lived realities, inspires action, and guides everyday decisions that deepen impact.

Align

Every planning process begins by creating shared clarity and commitment. We work with a core group—leaders, staff, or board—to align around purpose, unpack assumptions, and set the tone for collaboration. This phase builds trust and defines how decisions will be made, ensuring the process stays grounded and mission-driven. Through visioning sessions, stakeholder mapping, and decision-making frameworks, we clarify what’s open for exploration and what must remain constant.

Discover

We gather insights—qualitative and quantitative, internal and external—to understand where your organization stands and what’s changing around you. Through stakeholder engagement, research, and review, we assess programs, strategies, and performance using tools like SOAR analysis and organizational assessments. We also conduct landscape scans and funding reviews to identify trends and risks. This phase is about listening with respect and equity, combining lived experience and institutional knowledge to build a grounded, evidence-informed view of your strengths, challenges, and opportunities.

Prioritize

We convene the right people to make sense of what’s been learned and decide where to focus. Strategy takes shape by aligning bold ambitions with capacity, resources, and sustainability. Through facilitated sessions—using tools like prioritization exercises, theory of change, and alignment workshops—we help identify the goals and initiatives that matter most. Prioritization isn’t about narrowing vision, but directing energy where it has the greatest impact, so teams move forward with clarity, confidence, and momentum.

Develop

This is where strategy becomes real. We work with your team to turn priorities into an actionable plan that reflects your mission, fits your capacity, and resonates with those you serve. We define timelines, resources, metrics, and roles so everyone knows their part. A usable strategy is clear, accessible, and adaptable—not just for leaders but for staff, partners, and communities. Through tools like scenario planning, we build flexibility so your roadmap stays relevant and drives forward momentum.

Activate

We help bring your plan to life so it becomes a roadmap for action, not just a document. Priorities turn into project plans, values shape workflows, and teams move forward with shared ownership. We support you in socializing the strategy across your organization and stakeholders, and in setting up the structures, resources, and systems needed for success. With performance management and monitoring, evaluation, and learning (MEL) tools, your strategy stays relevant, adaptive, and effective long after approval.

The "How" Behind the Strategy

We apply a set of people-centered lenses throughout the process, shaping how each phase is designed, facilitated, and adapted. These lenses keep strategy grounded in people and practice—ensuring the work is inclusive, actionable, and true to your mission.

Equity: We center equity and inclusion across every phase of planning—not as a step, but as a lens that shapes how decisions are made and who shapes them. We design processes that are accessible and responsive to different lived experiences, actively address power dynamics, and engage those most impacted to define success, not just be consulted on it.

Sustainability: We help organizations build strategies that are designed to hold up over time—not just under ideal conditions. That means thinking long-term, stress-testing assumptions, and building in room to adapt. We focus on aligning ambitions with capacity and creating practical structures that support responsiveness to change, growth, and uncertainty.

Collaboration: We approach strategy as a shared process, not a product. That means creating space for honest dialogue, working through tensions, and involving the right voices at the right time. Our facilitation style emphasizes clarity, trust, and co-ownership—so decisions stick and people stay engaged, even when the work gets complex.

Featured Clients

Network for Empowered Aid Response

"Panorama Strategy got our team motivated and communicating better than ever with their great facilitation! [The team] managed our Strategic Planning process for 2024-2026 and we're very proud of the final product! We really appreciated their expertise in managing the process and thinking through all the required details."

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Climate Resilient Communities

"Partnering with Panorama Strategy to develop our first strategic plan for Climate Resilient Communities was an incredibly informative and reflective experience. Their thoughtful facilitation helped us dive deeply into the breadth of our work, celebrate our accomplishments, and create a unified vision for the future. Thanks to this collaboration, we now have a clear and compelling roadmap to guide us over the next three years and ensure our efforts remain focused and impactful."

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MidPen Housing

"Working with Panorama Strategy was one of the best consulting experiences I’ve had — because it truly felt like a partnership. In a field where balancing day-to-day operations with long-term vision is essential, Panorama helped us protect time and space to think big, stay inspired, and remain deeply grounded in the needs of our residents. Their team brought deep expertise, genuine passion, and a clear commitment to equity in both process and outcomes."

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We love to support organizations at any stage of their strategic planning process. Get in touch to discuss how we can help you achieve your goals.

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