FIXED FEE PLANNING

STRATEGIC PLANNING FOR PURPOSE-DRIVEN ORGANISATIONS

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 organisation and 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
Delivery in 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.

We know that for many charities, not-for-profits and member-led organisations, every dollar matters. Resources are carefully allocated to frontline services and staff. Every investment must demonstrate value, and every decision carries an opportunity cost.

That's why traditional strategic planning processes (often lengthy, resource-intensive and expensive) can feel out of reach.

Yet delayed strategic planning, or settling for an underperforming plan often comes at an even greater cost: unclear priorities, missed funding opportunities, disengaged members and stakeholders, reactive decision-making, and a lack of organisational direction.

At The Social Planners, we believe purpose-driven organisations deserve access to the same high-quality strategic planning expertise as larger organisations, without the cost or complexity of a traditional consulting engagement.

Our Fixed-Fee Strategic Planning Package has been specifically designed to deliver just that. Through a streamlined, senior-led process, we'll work alongside your Board, staff and stakeholders to develop a practical, evidence-informed and outcomes-focused roadmap that provides the clarity, confidence and direction needed to guide your organisations over the next three to five years.

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

Frequently Asked Questions

Who is this package designed for?

Our Fixed-Fee Strategic Planning Package is available to charities, not-for-profits and member-led organisations with annual revenues below $2 million.

What if our project takes longer than 6-8 weeks?

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.

Is the $18,500 fee fixed?

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.

What experience will our consultant have?

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.

Can we restructure the package based on our particular project needs?

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.

What will we receive at the end of the project?

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

Can the 1:1 interviews and/or workshop be delivered in person?

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.

Why is this package only available to smaller organisations?

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.

Do you guarantee grant funding or organisational outcomes?

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.

Fixed-Fee Strategic Planning

STRATEGIC PLANNING FOR PURPOSE-DRIVEN ORGANISATIONS

Your $18,500 Fixed-Fee Package Includes:

Got an upcoming project? Send us an enquiry

Client Testimonial:

The Planning Process

Phase 1: DISCOVER

Phase 2: ENGAGE

Phase 3: EXPLORE

Phase 4: SHAPE

Phase 5: REFINE

Phase 6: LAUNCH

Typical Project Timeline

Ready to discuss a particular project?

Frequently Asked Questions

enquire here:

Fixed-Fee Strategic Planning

STRATEGIC PLANNING FOR PURPOSE-DRIVEN ORGANISATIONS

Your $18,500 Fixed-Fee Package Includes:

Got an upcoming project? Send us an enquiry

Client Testimonial:

The Planning Process

Phase 1: DISCOVER

Phase 2: ENGAGE

Phase 3: EXPLORE

Phase 4: SHAPE

Phase 5: REFINE

Phase 6: LAUNCH

Typical Project Timeline

Ready to discuss a particular project?

Frequently Asked Questions

enquire here:

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