Welcome | Carmello-Harper Group

After engaging Carmello-Harper Group in the past, our foundation asked the firm to assist us in offering scholarship funds. The end product of policies and documents was flawless, but more importantly CHG brought a philosophically perspective that balanced our goals with the needs of students. CHG truly guided us successfully through this new endeavor.

- Sue McInnish
Alabama Civil Justice Foundation
Montgomery, Alabama

Strategic Planning Process

Strategic Stages

Organizational Stage
- What forces are prompting the strategic plan?
- Is there commitment to the process?
- When will the process begin?
- Who needs to be involved?
- What time period will the plan cover?
- How to best organize the process?
Preparation Stage
- Benchmark the Institution
- Summarize History
- Review Mission, Vision and Values
- Identify Current Organizational Position
- Characterize Fiscal Resources
- Characterize Human Resources
Development Stage
- Interview Internal and External Stakeholders
- Define Customers, Clients or Donors
- Define the Five Forces
- Mission and Sustainability
- Capture Major and Minor Issues
- Prioritize the Recommendations
- Develop a Position and Pathway
- Setting Benchmarks for Goals
Review Stage
- Is the plan logical?
- Will it provide consistency and integration?
- Are capabilities matched to opportunities?
- Does it guide the raising and allocating of resources?
- Has the plan included hard choices?
- Is it realistic, accurate and unbiased?
- Does it energize and inspire the organization?
- Can you explain it to your grandmother?
Execution Stage
- Translating Mission into Strategy
- Communicating Mission, Vision and Values
- Assigning or Reallocating Resources
- Terminating Non-Strategic Programs or Services
- Implementing Policies and Guidelines
- Aligning Decisions with Specific Organizational Boundaries
- Measuring Progressive Benchmarks
- Evaluating and Holding Accountable

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