Organizational Planning


Moving forward with a clear road map—and allocating capital and people accordingly—is what every organization wants. After all, those that engage in effective strategic planning are much more likely to achieve their business goals.

Yet many organizations lack a formal strategic plan. As a result, they’re missing a long-term vision to help guide strategic decisions, a thorough understanding of what got them to their current state, and a clear path to their desired future state.

Moss Adams has helped over 2,000 organizations gain clarity on priorities for improving financial performance, managing growth, motivating personnel, and planning for an orderly transition. We can work with you to prepare the information needed to formulate an effective strategic plan, facilitate strategic planning sessions, and prepare the resulting strategic planning documents.

Leveraging a SWOT (strengths, weaknesses, opportunities, and threats) analysis, we use a step-by-step, data-driven, practical process to help identify your organization’s:

  • Mission and core values
  • Long-range vision
  • Long- and short-term goals
  • Target customers
  • Key competitors
  • Annual and quarterly action plans
  • Key performance indicators

Our process also includes a framework to track progress, engage employees, and make the strategic plan an integral part of ongoing management.

Who We Serve

We work with public and private middle-market companies across numerous industries as well as not-for-profit organizations and governmental entities at the federal, state, and local level.


Primary Contact