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Strategic Planning

We help Executive Directors define and articulate their strategic direction in a way that drives results.

We remove unnecessary business jargon—the fluff—that Executive Directors often include in strategic plans for show. Instead of carefully wordsmithed paragraphs, we focus on clearly stated phrases. It might sound professional to namedrop the latest buzzwords, but they can turn your plan into all sizzle and no steak. We help you get down to the meat of what needs to get done, then help you define how. (Vegan options available).

Mission. Vision. Objectives. Strategies. Action Plans.

WinSource Group partners with the One Page Business Plan Company® to provide cloud-based planning and performance management solutions. One Page Business Plans are deceptively simple. We keep the planning process easy because running a non-profit is hard enough.

You don’t have to start from a blank slate. We start with smart templates, interactive prompts, and real-world examples to help you get the best ideas out of your head and down on paper.

Clarity. Alignment. Accountability. Focus.

Our process is based on simplicity. We capture Mission, Vision, Objectives, Strategies and Actions—down to short-term tasks and responsibilities—in a very thorough, time bound, measurable format.

Energize your team. Get the results you want.

Gain alignment, increase productivity, drive accountability, and hit your objectives.

Cascading Plans

Getting teams to agree to action can be easy; keeping them aligned and focused on the right action is the challenge. Often, organizations miss critical targets because their teams were simply putting time, effort and resources in the wrong places.

Plans that align from the top down—and the bottom up—ensure aligned action and accountability.

We help key managers own their piece of the organizational goals and align resources by creating and executing on plans that align to the vision and mission.


Our simple, one page format also makes an easy-to-digest communication vehicle for messaging to the rest of the organization. When the team understands the mission and their responsibilities, they can dig into the work of it. In the absence of information, people usually default into two groups; those that commit energy in their own ideas (at the cost of pulling in a different direction), or those that seek to align (at the cost of not moving forward).

Lack of clarity will cause your team to pump the brakes.

Sometimes competing priorities or uncertainty can cause hesitation or distraction, leaving your team to focus on the work that feels most urgent—or that they enjoy the most. At the end of the year, we look up and realize we didn’t achieve what we had hoped to accomplish. We look back and wonder if it was time well spent or if we could have done more, made a bigger impact.

The only way to create clarity, stay focused, and ensure alignment across an organization is through concise, easily understood, visible, measurable plans.

Because the system can capture performance metrics and project updates, it is an easy-to-digest communication vehicle for messaging to the Board of Directors and the rest of the team throughout the year. This ensures clarity, focus, alignment, and accountability at all levels.

"One of the most difficult things to accomplish is to get people to do the paperwork. Jim and his team introduced the One Page Plan which was not only easy to use, but provided a clear line of sight from their efforts to the company strategy. Most impactful was the guidance and support, offered by Jim's team, as we implemented the process and it became an integral part of our annual goal setting."
Wayne Larkin President
"Our sessions could not have gone better! I admire their skillset at facilitating a single meeting across the levels of our organization, from the Board of Directors to my Admin Team. My team has embraced the professional development opportunity of participating in building the plan. They readily contribute to more strategic conversations and are empowered to act."
Leanne Noren Executive Director
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Ready to Get Started?

Ready to get started? Planning shouldn’t be complex. Let us show you how to make it easy.