Preparing to Plan

Not every organization is ready to jump straight into strategic planning.

Strategic planning tends to go better when the conditions are right. My Planning to Plan tool helps you take a quick look at where things stand before you dive in.

This assessment is a quick way to take stock of the conditions that help a planning process be productive. It looks at a few factors that often shape how well strategic planning goes — things like alignment among leaders, organizational capacity, clarity about purpose, and readiness for change.

It only takes a few minutes to complete, but it can spark helpful conversations among senior leaders and board members about whether you’re ready to move ahead or whether a bit of groundwork would strengthen the process.