“Plans are worthless, but planning is everything.” – President Dwight D. Eisenhower

Strategic Plan

A strategic plan provides a clear sense of direction and purpose for the organization. It helps define its long-term goals, mission, and vision, allowing everyone in the organization to align their efforts towards a common objective.


A systematic and data-driven discovery will uncover ways to improve organizational design, impact measurement, and fundraising capacity. Assessing your development capacity and operations will enhance your effectiveness and overall ability to fulfill your mission.

Succession Plan

A succession plan is a strategic process that involves identifying and developing individuals within an organization to ensure a smooth transition of leadership when key positions become vacant. Benefits include donor confidence, talent morale, and risk mitigation.

Event Design

Design an event that not only generates financial support but also raises awareness, engages the community, and builds lasting relationships with donors and supporters. Leverage technology and best practices to make your event something everyone looks forward to participating in.

Pre-Campaign Planning

Organizing the campaign well, aligning it with organizational goals, and situating it for maximum impact is crucial for success. A strategic investment of time and effort today will set the foundation for a successful campaign tomorrow.

Anniversaries and Celebrations

Celebrating milestones and anniversaries is more than just a ceremonial event; it is a way to engage stakeholders, build relationships, and generate positive momentum. Don’t miss an opportunity to generate engagement with your organization.

The OptUp Strategic Planning Proccess

A strategic plan serves as a roadmap for an organization’s success, providing clarity, direction, and adaptability in an ever-changing business and social environment. It helps organizations make informed decisions, allocate resources effectively, and achieve their mission and objectives. 

“By failing to prepare, you are preparing to fail.” — Benjamin Franklin