Strategize to learn, organize, and grow.


Our consultants can help narrow down key goals and objectives, develop a clear roadmap that highlights activates, timeline, roles, and measurable indicators.


Allow us to train your team in strategic planning so that each of your meetings is action oriented and results in concrete deliverables.

Decision analyses

Our management engineers identify and asses all aspects of a decision through value focused thinking. 


Let's help you find the best strategic planning tools available. Learn how to use technology to increase efficiency and make smarter decisions.

Coalition Building

Our facilitators specialize in coalition building and strategic planning across multiple organizations.

Mediation and Negotiation

Our mediation and negotiation consultants assist in resolving internal disputes among staff and upper level administration.

Choose the perfect plan

The collective provides packaged and custom services to small businesses, nonprofits, and municipal and state governments. 


Strategist Package


Capacity Build Package


Custom Package

Frequently asked questions

Strategic planning is an organization’s process of defining key objectives, making decisions, and allocating resources. To ensure longevity and sustainable growth, organizations must develop a mechanism for assessing inputs, activities, and outputs, and outcomes. Strategists use an array of different techniques and methods to successfully manage movement towards an organization’s longterm vision. Our consultants specialize in the following methods:

  • SMART management process that helps facilities stay on track toward goal achievement. 
  • PEST analysis, which covers the remote external environment elements such as political, economic, social and technological
  • Scenario planning is a process for classifying a phenomenon as a scenario in the intuitive logics tradition.
  • SWOT analysis, which addresses internal strengths and weaknesses relative to the external opportunities and threats
  • Balanced Scorecards and strategy maps, which creates a systematic framework for measuring and controlling strategy.
  • Responsive Evaluation, which uses a constructivist evaluation approach to identify the outcomes of objectives, which then supports future strategic planning exercises.

Even before the COVID-19 pandemic, our consultants were researching and using decision and management technology to help support our client organizations. The transition to digital engagement was simple as we already had procedures setup. Our major strategic planning tool is Miro, a digital whiteboard.

Miro allows multiple users to add notes, make comments, and develop content in real time meetings. Our special strategic planning templates guide your team through the strategic planning session using multiple methods.

Users can embed GoogleDrive, Youtube Videos, and .pdfs., make notes from each meeting, set timers, and even vote on decisions.  There’s really nothing you cannot do collaboratively on Miro. Test it out! 



For organizations, strategic planning process lights the way. It doesn’t matter if you’re organization is a small business, a nonprofit, or municipal government, it needs to have a clear set of goals. When combined with an honest appraisal of an organization’s strengths and weaknesses, strategic plans can help prevent disruptions and reduce the negative impacts of crises. 

Every organization needs to be able to make decisions that impact them longterm. New government regulations, changing workforce demographics, advancing technology and economic uncertainty affect every organization differently.

A strategic plan allows you to put these challenges into perspective. It gives your team the foresight it needs to tackle them in a coordinated way. You’ll have a better view of the ways your organization is affected by any particular problem, which in turn makes it easier to take control of its impact on our communities. 

So what are the sorts of challenges that strategic planning will help you to rise above? 

  • Responding to the launch of a new product from a competitor.
  • The promotion of a new fundraising campaign.
  • Handling the requests of a new customer or donor base.
  • Upgrading the technical capabilities of your workforce.

Strategic planning doesn’t just help organizations make the best decisions, it helps create staff buy in by making them a participant in the decision-making process. 

 “Strategy” derives from the Greek “strategos,” which means, literally, “general of the army.” Each of the ten ancient Greek tribes annually elected a strategos to head its regiment. At the battle of Marathon (490 BC), the strategoi advised the political ruler as a council. They gave “strategic” advice about managing battles to win wars, rather than “tactical” advice about managing troops to win battles. In time, the job of the strategoi grew to include civil magisterial duties as well, largely because of their status as elected officials.

OrganizingTogether Consultancy Group, the corporation, is a for-profit entity and is  a separate organization from the OrganizingTogether Foundation, a nonprofit 501(c)3 (Tax ID: 85-0691097). Please visit to learn more about opportunities with the Foundation if you’re interested in learning more about their opportunities. 

You can apply to the collective by filling out a consultant application. Each hub holds the right not to hire at any time. OrganizingTogether believes in slow growth as a sustainability strategy. We will keep your application on record for up to 1 year and contact you when your background meets the needs of the community. 


OT Consultancy went above and beyond throughout the entire project. Charla was so responsive and helpful. I knew I could count on her to meet deadlines and produce quality resources and reports for our grant project. Not only did Charla complete everything agreed upon in our contract, but provided additional support and resources that were needed when our program changed and we needed to adapt. Thank you Charla and everyone at OT Consultancy! This was an incredible experience and I cannot wait to work with you again in the future.

Louise Harder


We have been working with Charla and OT planning a major substance abuse prevention and overdose prevention project that will eventually be state wide. While we are not yet into the implementation phase, Charla’s thought and direction thus far has been very helpful. Very excited to continue our work with them in the future.

Ken Dial


The team at OT Consultancy has been a dream to work with! With all the tight deadlines set for our project they were able to go above and beyond assisting us every step of the way! Charla and the team is clearly passionate about community organizations and strengthening their skill sets. I recommend OT Consultancy to any organization looking for a hands on consultancy team. I look forward to working together again in the future!

Hawra Ahmed


The Team

Meet our Consultants