Clients – Strategic & Operational Planning

At Small Wins, our mission is to act as spark plug in non-profit settings.

Truth be told, there’s no one size fits all when it comes to our strategic and operational planning projects with clients! And the lack of “cookie-cutter-ness” is by-design! As  experienced consultants, we bring a fresh and independent perspective on how we look at each client’s business. This also means we have to be open to building the path as we uncover the needs and gaps within their organization. Once we clear on your goals, we combine personal experience with proven methods and tools to support smart decision making.

We believe our most powerful contributions create opportunities for impactful results. If you have an idea that needs a plan, an event without a developer, or a program in need of an audit, let’s talk!

Fight CRCFight Colorectal Cancer
Project focus: strategic planning, meeting development, operational planning
In 2017, Small Wins partnered with Fight CRC on a number of projects. Most notably, Small Wins was asked to collaborate with a team of consultants to deliver a comprehensive three-year strategic plan that identified a new North Star for the organization and offered a framework for growth. Through this engagement, Small Wins played a leadership role in spearheading a 2-day strategic planning meeting to guide the Staff through a “theory of change” process, conduct an organizational audit, and unearth opportunities to improve operations and program/development delivery. The team of consultants delivered a Board level report that detailed key recommendations in five functional areas and outlined year-over-year key performance metrics that Fight CRC’s leadership team could use as a guide in their annual operational planning. In the months following this engagement, Small Wins then partnered with the staff to develop a comprehensive operational plan for the Philanthropy department. 

amr-headshot-2.pngAACR Foundation – Special Events
Project focus: operational planning, staff coaching, strategic recommendations for future growth
AACR Foundation had established a strong events portfolio, which leveraged event diversification, geographic reach, and highly visible partnerships. Small Wins was brought in spark innovation in the areas of staff management and strategic planning as the team refreshed their approach participant recruitment and fundraising. Small Wins spent extensive time coaching the AACR staff on fundraising tools, templates, and outreach tactics and helping each contributor build a roadmap for the 2017 work plan, which could be use to model their 2018 events and goals.

lillyLilly Oncology
Project focus: marketing asset development, non-profit partnership evaluation
Lilly Oncology works with leading patient advocacy and medical organizations to help raise awareness about cancer, educate the public, support cancer research, and influence change in public policy. Through their national non-profit partnerships, the team identified room to improve how they messaged, branded, and executed an engagement strategy during these event opportunities. After a series of stakeholder interviews and on-event research, Small Wins presented 3 marketing systems that delivered a more consistent experience (regardless of event format) and could be tied back to the team’s KPIs. 

9Tom Lea Institute
Project focus: strategic/operational planning and meeting facilitation
The Tom Lea Institute is a non-profit organization dedicated to documenting, presenting, teaching, and exhibiting the works of Tom Lea. Through its digital library, curricula, public programs, exhibitions, and publications, the Institute reaches audiences of all ages and encourages the exploration of regional art, history and culture. After a year of internal focus and organizational assessment, the Executive Director, with the Board’s approval, was seeking consultative services to lead the Board and Executive Director through a strategic planning meeting at an off-site retreat.


Retreat Development & Meeting Facilitation + New Revenue + Event Production +
Program Development and Evaluation

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