ADVISORY SERVICES

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The Social Planners offers tailored advisory services, ideal for organisations that need space to think, plan, and make confident decisions (with people and communities firmly at the centre).

We work directly with boards, executive teams, schools, and community-facing organisations to navigate complexity, align priorities, ideate new opportunities, and strengthen the systems around them. Whether it's a single strategic planning day or a series of facilitated workshops, our role is to bring structure, insight, and momentum to the conversations that matter most.

This is hands-on, embedded work, focusing on outcomes whilst formed through evidence and lived experience.

Strategic Planning & Direction Setting

Our planning sessions help organisations step back, reflect, and reset direction. Perhaps it's a mid-plan review, or re-establishing short-term priorities within a longer-term strategy? Our approach balances big-picture thinking with practical next steps, ensuring strategy is both ambitious and implementable. This includes:

• Strategic planning days
• Organisational and program-level planning sessions
• Mid-plan reviews
• Priority setting and sequencing
• Translating vision into clear actions

Board Planning & Governance Support

We work closely with boards to strengthen clarity of role, strategic oversight, and decision-making confidence, helping them excel in their role as strategic leaders. Our sessions are structured, accessible, and tailored to board maturity and context. This includes:

• Board strategy and planning sessions
• Governance and role clarity workshops
• Alignment between board and executive
• Strategy deep-dives and reset conversations

Stakeholder & Community Workshops

Not everything we do needs to result in a new planning framework. At times, our services are utilised to design and facilitate conversations in the community, bringing the diverse voices into the room in ways that are meaningful, well-structured, and proportionate to the decisions at hand. Our facilitation supports:

• Shared understanding of challenges and opportunities
• Honest, productive conversation
• Clear documentation of insights and outcomes
• Stronger relationships across systems and sectors

In all our advisory work, we combine purposeful facilitation with evidence-informed insight. Using inclusive, tailored practice, we ensure different perspectives are heard and valued, allowing clear outputs to materialise that organisations can actually use.

We don't just help organisations talk. We help them decide, align, and move forward.

Get in touch to discover how we can work alongside your organisation to navigate complexity and turn good conversations into clear direction!