Strategy & Planning
Sailfin supports charity leaders with strategy and planning to clarify direction, align stakeholders, and turn strategy into an actionable plan that your team can deliver and review over time.
Who’s it for
Whether you are refreshing strategy or trying to make an existing plan usable, we help you create focus and momentum.
CEOs & senior leadership
Support to set priorities, make trade-offs, and create a plan that guides day-to-day decisions.
Trustees & boards
Facilitation and tools to agree direction, define success, and strengthen governance and assurance.
Departmental leads
Help to translate strategy into practical objectives, delivery plans, and measures.
What you get
Clear outputs you can communicate, use, and track, not a document that sits on a shelf.
Strategy narrative & priorities
A clear story of what you are here to do, what you will focus on next, and why.
Objectives & success measures
Simple measures that show progress and support learning without creating bureaucracy.
Delivery roadmaps & workplans
A practical plan with timelines, owners, and decision points that fits your capacity.
How we work
A focused process that combines listening, decision-making, and practical planning.
Discover
We review what already exists, understand context and constraints, and gather stakeholder insight.
Plan
We facilitate the key choices, agree priorities, and shape the strategy into clear outcomes and actions.
Deliver
We support implementation so the plan becomes a working tool, with a review rhythm and ownership.
Strategy & planning in action
“Adam drove the development and delivery of our new organisational strategy, steering a comprehensive consultation process to ensure stakeholder voices were central to our direction and translated this strategy into action with a work programme.”
Tom Neumark, Porchlight
Strategy & Planning FAQs
Common questions about strategic planning support.
Do you need to rewrite our whole strategy?
Not always. We can work with what you have and focus on making it clearer, shorter, and more actionable.
Can you facilitate workshops?
Yes. Facilitation is often the fastest way to build alignment and make decisions.
We also have experience delivering large stakeholder strategy engagement and consultation projects.
How long does strategy and planning take?
It depends on scope. Some pieces can be completed in a few weeks, while a wider refresh takes longer.