FIXED-FEE PLANNING
A strategy designed to work harder for your organisation.
- $18,500 + GST Fixed Fee
- Senior consultant-led from start to finish
- Delivered in 6-8 weeks
- Board-ready and implementation-focused
Creating practical strategies that guide decision-making, strengthen advocacy, attract funding and partnerships, and mobilise the next planning cycle with confidence.
Your $18,500 Fixed-Fee Package Includes:
✔ Senior Strategic Planning Consultant leading your project from start to finish.
✔ Bespoke stakeholder and community survey tailored to your audience.
✔ Up to eight Executive 1:1 interviews with Board members, senior leaders and key external stakeholders.
✔ Three-hour facilitated Strategic Planning Workshop.*
✔ Mid-Project Findings Report synthesising research, consultation findings and emerging opportunities.
✔ Professionally designed 12–16 page Strategic Plan.
✔ Two-page Executive & Board Summary.
✔ Communications & Strategy Launch Pack to help communicate your strategy with members, stakeholders and the broader community.
✔ Two rounds of revisions.
✔ Fixed-fee delivery with no hidden surprises.
✔ Delivered within 6–8 weeks.
*Strategic Planning Workshops are delivered remotely via Microsoft Teams. In-person delivery can be provided on request, with travel, accommodation and consultant travel time quoted separately.
Traditional strategic planning processes are often lengthy, resource-intensive and expensive.
We know that for charities, not-for-profits and member-led organisations, every dollar matters. Resources are carefully allocated to frontline services and staff. Each investment must demonstrate value, and every decision carries an opportunity cost.
Yet delayed strategic planning, or settling for an underperforming plan often comes at an even greater cost: unclear priorities, missed opportunities, and reactive decision-making.
Smaller, purpose-driven organisations deserve access to the same high-quality strategic planning expertise as their larger counterparts, without the cost or complexity of a traditional consulting engagement.
Our Fixed-Fee Strategic Planning Package has been specifically designed to achieve just that. A streamlined, senior-led planning process that works alongside your Board, staff and stakeholders to deliver a practical, evidence-informed and outcomes-focused strategic roadmap.
Give your organisation the clarity, confidence and direction needed to guide important decision-making over the next three to five years.
Client Testimonial:
"As the CEO of a member-led organisation, every dollar we spend has to deliver value back to our members. Mike and the team took the time to genuinely understand our organisation, engage our membership and challenge our thinking. We now have a growth-focused strategy that has given our Board confidence, clarity and a clear roadmap for the future."
CEO, Traders Association
The Planning Process
Phase 1: DISCOVER
We begin each project with understanding your organisation, your purpose, audience, and the environment in which you operate.
During this phase we will:
- Hold a project commencement meeting
- Review existing strategic and operational documents
- Undertake background research and industry analysis
- Confirm project scope, milestones and communication arrangements
Phase 2: ENGAGE
Great strategies are shaped by the people who know your organisation best!
During this phase we will:
- Launch your tailored stakeholder or member survey
- Conduct Executive, Board and stakeholder interviews
- Identify emerging themes, opportunities and challenges
Phase 3: EXPLORE
We bring your key people together to discuss the evidence, explore future opportunities and build consensus around strategic priorities.
This phase includes:
- Facilitated three-hour Strategic Planning Workshop
- Strategic discussions and priorities setting
- Validation of key themes and future direction
Phase 4: SHAPE
Using the evidence gathered throughout the project, we prepare a mid-project Findings Report before developing your Strategic Plan.
Your strategy is carefully structured to be:
- Practical
- Evidence-informed
- Achievable
- Measurable
- Defensible
- Implementation focused
Phase 5: REFINE
We'll work with your organisation to refine the draft strategy, ensuring it reflects your priorities and is ready for adoption.
This phase includes:
- Draft strategy review
- Two rounds of revisions
- Final quality assurance and design
Phase 6: LAUNCH
We'll help you move your plan into action, helping you launch with confidence.
We will provide:
- Executive & Board Summary
- Communications & Strategy Launch Pack
- Final presentation of the strategy (online)
Typical Project Timeline
Week 1: Discovery & Project Setup
Weeks 2-3: Research, Survey & Stakeholder Engagement
Week 4: Strategic Planning Workshop & Findings Report
Weeks 5-6: Draft Strategy Development
Weeks 7-8: Review, Finalisation & Launch
Ready to discuss a particular project?
Book your free 30 minute discovery call.
Frequently Asked Questions
Our Fixed-Fee Strategic Planning Package is available to charities, not-for-profits and member-led organisations with annual revenues below $2 million.
We appreciate that timeframes may need to change along the way.
Our typical delivery timeframe is 6-8 weeks. Board meeting schedules, stakeholder availability and organisational priorities can occasionally extend project timelines. Where this occurs, we'll work with you to keep the project moving while remaining flexible to your needs.
All project agreements are built with a 3 month delivery window factored in, protecting you (and us) from unforeseen delays and scheduling availability.
Yes.
The package has been intentionally designed as a fixed-fee engagement, providing certainty around scope, investment and deliverables.
If you request additional workshops, interviews or work outside the agreed scope, we'll discuss these with you before proceeding.
Your project will be led by an experienced Senior Strategic Planner from commencement through to final delivery.
The Social Planners is a purposely lean organisation with the majority of work being delivered fully in-house. Occasionally, where relevant, external consultants with specialist industry expertise may work alongside us on particular projects.
Whilst we are committed to flexibility to meet the unique needs of each project we work on, our fixed-fee package has been specifically designed to offer a full 360 strategic planning model that is budget friendly and built for success.
If your organisation decides that additional consultation, research or documentation is required, we're happy to expand the engagement through a separately scoped variation specific to your needs.
You'll receive everything needed to confidently adopt and launch your new strategy, including:
- A professionally designed Strategic Plan (12-16 pages)
- A two-page Executive & Board Summary
- A Mid-Project Findings Report
- Communications & Strategy Launch Pack
- A practical, prioritised action plan ready for implementation
Yes.
The package includes online facilitation delivered via Microsoft Teams.
We love face to face engagement and are happy to facilitate this. Travel, accommodation and consultant travel time will simply be quoted separately before commencement.
The Social Planners works with a range of clients, often delivering bespoke planning models built specific to request. Over time, we've recognised that many smaller organisations want to work with us, but the consultancy engagement has stretched beyond their budget or capacity.
By refining our methodology into a structured, lean, fixed-fee process, we're able to deliver comparative strategic thinking through a more efficient model.
While no consultant can guarantee funding or organisational outcomes, a well-developed strategy provides the clarity, evidence and organisational direction that strengthens decision-making, governance and future funding applications.
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