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Organisational strategy development

Choose realistic priorities and turn your organisation’s ambitions into a strategy people can act on.

The starting point is the difference you want to make, the decisions ahead and the people and resources available. A strategy should help you choose what to pursue, what to investigate and what can wait.

Open for enquiries

Discuss your strategy
People planning together around a table in a community space
Read more: scope, approach and intended outcomes

Who it’s for

Trustees, charity leaders and faith-organisation teams preparing a new planning period, responding to change or trying to focus a long list of worthwhile ideas.

What we can discuss with you

  • Reviewing your purpose, current position and the questions driving change
  • Bringing staff, volunteers, trustees and other relevant perspectives into the discussion
  • Comparing options, dependencies and capacity before choosing priorities
  • Developing a proposed strategy and delivery plan with owners, milestones and review points

From a broad ambition to a usable strategy

If suitable support and availability are confirmed, the work could be scoped around these four stages.

  1. Understand the starting point

    Review the organisation's purpose, current work and available evidence. Separate what is known from assumptions and identify the decisions the strategy needs to support.

  2. Hear the relevant perspectives

    Agree whose views are needed and how to gather them proportionately. Make differences in priorities, expectations and capacity visible.

  3. Choose priorities and trade-offs

    Compare the options against purpose, likely contribution, effort and dependencies. Identify what would need to pause or change to make the priorities realistic.

  4. Connect direction to delivery

    Set out proposed actions, responsibilities, milestones and review questions. Your organisation retains the decisions about adopting and resourcing the plan.

What the work could give you

The written scope could specify practical outputs such as:

  • a shared account of the current position and the choices ahead
  • a focused set of proposed priorities with the reasons and trade-offs recorded
  • a strategy and delivery plan with responsibilities, milestones and a way to review progress

What happens next

Tell us what has prompted the strategy discussion, who needs to be involved and which decision or planning deadline is approaching.

What this does and doesn’t cover

Your organisation keeps responsibility for its priorities, governance and resource decisions. The scope would identify any legal, financial or other specialist input required.

Questions about this support

How is strategy different from an action plan?

Strategy sets direction and makes choices about priorities. An action plan explains how agreed priorities would be carried forward, by whom and with what review points. The proposed scope can connect the two.

Do we need a finished brief before enquiring?

No. Start with why the discussion matters now, the decision you face and what you already know. The next step would be to establish whether the support is suitable and available.

A useful starting point

Strategy · Practical guideHow to choose practical priorities for your charityCompare worthwhile ideas, recognise capacity limits and turn a chosen priority into a clear next decision.Read the note Consultancy · Practical guideWhat to include in a first charity consultancy enquiryA practical checklist for explaining your situation, the question, useful context and timing, with a fictional example.Read the note

Tell us where you are starting

Tell us what has prompted the strategy discussion, who needs to be involved and which decision or planning deadline is approaching.

Start an enquiry

Opens your email app. You can also write to hello@charityegg.co.uk.

From a first question to agreed work

We first check whether the work is a suitable fit and whether we have availability. A written proposal sets out the work, what you will receive, timing and fees. Paid work starts only after the engagement is agreed.

An enquiry does not book work or commit you to a fee. Keep your first outline brief and avoid sending personal or sensitive records.

What to include in your first email