Strategic Planning
We help nonprofits, large and small, chart a clear path toward their mission.
Our Approach
Using a practical, hands on approach, we guide you and your team from uncertainty to shared strategic clarity—defining priorities, goals, and actions that align your people and resources. Our work spans from facilitating inclusive planning processes to building a culture of strategic thinking at the board and staff levels.
We’ve worked with some of the nation’s leading change makers
Case Studies
Schonfield Consulting planning retreat for VHF
Valley Health Foundation
In 2025, Schonfield Consulting partnered with the Valley Health Foundation (VHF) to develop a 3 year strategic plan to guide the organization through its next stage of growth. Based in San Jose, CA, VHF supports the county’s public healthcare system — a system that recently expanded to include four hospitals, and more than 15,000 physicians and staff.
Working closely with VHF leadership, we gathered insight from stakeholders, conducted interviews, and facilitated an in-person board/staff retreat to sharpen priorities, clarify goals, and align strategies for greater impact.
The process culminated in a forward-looking strategic plan that charts the next chapter for VHF’s growth. As VHF explains, “Anne and Zacha were fantastic partners in our strategic planning work. Their facilitation at our retreat was thoughtful, engaging, and kept us moving in the right direction.”
Natural Resources Defense Council (NRDC)
We helped NRDC develop two subsequent 5-year Strategic Plans (2016- 2020 and 2020 - 2025) for its India Program. NRDC is a national environmental advocacy organization, with the India Program focused on climate change and adaptation in Asia.
Schonfield Consulting led NRDC staff, consultants, leadership and India partners through a strategic planning process with “visioning” sessions, stakeholder surveys, and hands-on planning workshops.
The strategic plans helped NRDC to clarify its goals, strategies and next steps in programs, operations, international partners and organizational support. As NRDC staff said, “Anne is brilliant at strategic planning. She worked with the NRDC India team to chart our vision and plan for 10 years. She guided a tough task to successful completion by keeping us on target.”
Staff working on goals at PVHT strategic planning retreat
Pajaro Valley Health Trust
Schonfield Consulting led the Pajaro Valley Health Trust (PVHT) through a strategic plan that gathered insight and data from Board members, staff, and community partners. Based in Watsonville CA, PVHT provides healthcare for farmworkers and other community residents.
We held a 2-day, action-packed retreat in Monterey CA, where we honed PVHT's mission, vision, goals, and strategies for the future. Working closely with the Executive Director and a Board/staff committee, we finalized the 3-year Strategic Plan with strong buy-in from all levels of the organization. As PVHT Executive Director commented, “Anne is a pleasure to work with and guides you through the difficult strategic planning process with thoughtfulness, passion, and a great work ethic!”
Why you might need a strategic planning consultant? If you’re…
Feeling uncertain about your organization’s direction or priorities
Unsure how to align your team, board, and stakeholders around a shared vision
Navigating growth, transition, or leadership change and needing a clear plan forward
Struggling to translate your mission into measurable goals and strategies
Needing a refreshed organizational strategy