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Strategic Planning & Development


Strategic planning is crucial to any association or not-for-profit organisation.


Strategic planning is one of the most important things your association will do — and one of the most commonly done badly.

Too often, strategy is treated as an event: a board retreat, a document, a filing cabinet. AES works differently. Our Strategic Planning and Development services are designed to move your organisation from strategy as an event to strategy as an operating discipline — something that genuinely guides decisions, shapes priorities and delivers results.

We work alongside you, your Board and senior team at every stage. Not just to write the plan, but to make sure it sticks.

The questions we help you answer

  • Do we have a clear, current and achievable strategic plan that reflects our purpose and future direction?
  • Is the Board actively using the strategy to guide decisions, priorities and trade-offs?
  • Are management and staff aligned to the strategy and confident in how it translates into day-to-day operations?
  • Do we have clear measures in place to track progress, performance and impact?

Our strategic planning services follow a structured approach using these key steps:

Benchmark

Measure your plan against 800+ Australian associations

Step 01

Step 02

Review existing plan

Understand current goals, gaps and starting point

Stakeholder interviews

Secure board and staff buy-in before writing begins

Step 03

Step 04

Facilitated workshop

Align leadership on direction and trade-offs

Develop the plan

Collaborative, actionable, financed and goal-driven

Step 05

Step 06

Embed and activate

Align budgets, KPIs and reporting to the strategy

Board integration

Strategy drives every board meeting and decision

Step 07

The result
A plan that is owned, funded and used. Leadership that is confident and aligned. A clear line of sight between decisions made in the boardroom and outcomes achieved across the organisation.

Only need part of the process?  If you require a standalone review, a benchmarking assessment or a facilitated workshop, contact us to discuss a tailored option.  

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How we help membership based, not-for-profit associations now and into the future.