Strategic Planning

Clarity.
Alignment.
A Strategy Built for Impact.

Long-term business impact starts with strategy.

At Chartwell, we partner with organizations to clarify goals, align stakeholders, and map a clear path forward – turning complexity into focused, actionable direction.

Whether you’re navigating growth, change, new opportunities, or just the year ahead, we bring structure, insight, and facilitation expertise to guide strategic decision-making. Our approach combines organizational strategy, communications planning, and market awareness to ensure your strategy isn’t just defined, but actionable, aligned, and built to deliver results.

We don’t believe in static plans that sit on a shelf. We build strategies that guide decisions, inform communications, and create momentum across your organization.

Because effective strategy doesn’t just set direction, it drives clarity, alignment, and measurable progress.

Strategic Planning & Facilitation

We lead structured planning processes that align leadership, define priorities, and create clear, actionable strategic plans grounded in your goals and opportunities.

Vision, Mission & Goal Alignment

We help refine or establish your organization’s vision, mission, and strategic priorities ensuring alignment across leadership and stakeholders.

Stakeholder Engagement & Consensus Building

We facilitate discussions and workshops that bring diverse perspectives together, building alignment and shared ownership of your strategy.

Growth & Opportunity Mapping

We identify key opportunities, challenges, and market dynamics to inform strategic direction and position your organization for long-term success.

Communications & Implementation Planning

We translate strategy into action by aligning communications, messaging, and internal planning ensuring your strategy is understood and executed.

Roadmaps, KPIs & Measurement

We define success metrics, timelines, and accountability frameworks so your strategy is trackable, measurable, and adaptable over time.

Built for the industries we serve

Our work is grounded in deep experience across the sectors we know best – credit unions, economic development, education, healthcare, and nonprofit organizations.

We understand the unique challenges, audiences, and opportunities within each and tailor every strategy accordingly. Because effective marketing and communications isn’t one-size-fits-all. It’s informed, intentional, and built for your world.

Problems we solve

“We know where we are, but not where we’re going.”

We bring clarity and structure to define your vision, priorities, and long-term direction.

“Our leadership team isn’t aligned.”

We facilitate strategic discussions that build consensus, alignment, and shared ownership across stakeholders.

“We have too many priorities and no clear focus.”

We help you prioritize what matters most by turning competing ideas into a focused, actionable plan.

“Our strategy isn’t translating into action.”

We connect strategy to execution through clear roadmaps, communications, and accountability frameworks.

“We’re navigating change and need a plan.”

We guide organizations through growth, transitions, and complex decisions with structured, forward-looking strategy.

“We need an outside perspective.”

We bring objective insight, facilitation expertise, and strategic clarity to help you see opportunities and risks more clearly.

Strategic Planning Packages

Our strategic planning services are designed to help organizations align around a clear vision, define meaningful priorities, and chart a path forward with confidence. Our tiered packages meet your organization needs, whether that’s a focused leadership session, deeper stakeholder insight, or a fully developed strategic plan ready to put to work.

Each engagement is tailored to your organization’s culture, size, needs, and priorities. We bring both structure and flexibility to our process.

We also create packages tailored to your specific planning interests and budget.

Tier 1:

Clarity Retreat

Leadership leaves the retreat with shared clarity, aligned priorities and positive momentum to move the strategic planning process forward

$4,120 (half day) / $5,320 (full day)

Pre-session coordination and information gathering
Design and facilitation of strategic planning retreat (half- or full-day options)
Guided exercises to gather insights, identify challenges, and build alignment among your team
Session summary of key themes and decisions

Tier 2:

Clarity Retreat + Stakeholder Research

Leadership is provided with meaningful data from the people most important to your organization, leading to a strategy rooted in real-world perspectives

$9,870 - $12,330

Includes all elements of Tier 1, plus:

Stakeholder research design and facilitation (2-3 focus groups or stakeholder survey)
Analysis of stakeholder findings
Summary report to inform strategic planning priorities

Tier 3:

Complete Strategic Planning

Leadership has a comprehensive, professionally presented strategic plan developed collaboratively, grounded in stakeholder insight, and ready to guide your team forward

$18,370 - $20,830

Includes all elements of Tier 2, plus:

Up to three 60-90-minute working sessions to assimilate all research and retreat findings into strategic priorities
Strategic plan development including priorities, objectives, goals, and initiatives clearly articulated
Professional layout to prepare the document for organization-wide distribution to leadership, staff, boards, and other stakeholders.

Disclaimer: Budget does not include travel or other ancillary out-of-pocket expenses.