Organizational Planning & Strategy

Every organization wants to move forward with a clear road map to improve performance—enhancing value to your employees, constituents, and other stakeholders—while making your organization a more productive and fulfilling place to work.

Developing a strategy to help establish a long-range vision or direction—as well as creating an intentional plan to effectively activate the new strategy—can help outline a strong, distinct path forward. Understanding your current state can also help inform your strategy to both address existing challenges and build a solid foundation to reach your desired goals in the future.

With guidance from our professionals, you can assess your starting place and align your organizational goals and plans to improve efficiency and effectiveness across the organization—supporting your leadership, departments, and teams to work together.

With a detailed understanding of your current operations in place that then drives your vision, your organization can better manage unexpected change as well as boost employee engagement—assuring that your people are invested in shaping your future.

A comprehensive approach to assessing your organization, developing a strategy, and planning for its implementation can help you:

• Evaluate management practices, staffing levels and skills, technology, training and development, coordination and communication within and across functions, internal controls, and more
• Improve the quality of strategic guidance by gathering input from management, staff, leadership, and stakeholders
• Improve operational effectiveness and efficiency
• Engage staff to align them with your organization’s overarching goals
• Foster business continuity and resilience and methodically manage change initiatives
• Identify key indicators of success for tracking and communicating progress through performance evaluation frameworks

Develop practical solutions for your organization’s current and future success with guidance from our professionals across your organizational transformation—from assessment to planning and strategy.

Organizational & Operational Assessments

• Organizational Assessments and Operational Analyses. Utilize relevant, actionable observations and guidance to improve your organization’s people, processes, and systems. Assess key functions crucial to operations—whether focused on the organization as a whole or on a specific department, program, or process.
• Enterprise Risk Assessment. Understand and manage risk areas through a structured process that evaluates risk across your entire organization.
• Financial Operations Transformation. Streamline, update, automate, and transform your finance and accounting processes to help avoid difficulties internal teams encounter if there are delays in financial close and obtaining financial reports.
• Staffing Analysis. Identify potential efficiencies leading to cost savings or develop scalability for a growing organization through an independent and thorough analysis of your organization’s staffing structure.
• Process Improvement. Promote growth, profitability, and competitive advantage organization-wide by making improvements through process mapping and design, process redesign, automation, standardization, and more.

Organizational Planning & Strategy

• Strategic Planning. Develop a strong multiyear strategic plan to empower your organization with a vision to guide decisions and a clear path to achieve the desired future state.
• Performance Measurement. Assess the efficiency and effectiveness of organizations, programs, or projects and monitor whether you’re on track to achieve your desired goals while demonstrating the value of your efforts.
• Management Succession Planning. Proactively plan for and navigate leadership transitions without major disruptions to operations and organization culture.

Moss Adams has helped over 2,000 organizations gain clarity on priorities for improving operational performance, managing growth, motivating personnel, and planning for orderly leadership transitions.

We understand that well-meaning plans that aren’t put into practical action are ultimately useless. Our professionals focus on grounding the plans we facilitate in practical realities so your organization can leverage and implement them.

We engage internal and external stakeholders at all levels to increase buy-in to plans and have developed implementation tools to enable leadership teams to track progress and keep work moving forward. 

By collaborating closely with your leadership, we develop strategies that combine our professional expertise with your tangible organizational experiences and insights. Strategies are designed specific to the nuances, external factors, and marketplace challenges of the field in which you operate—as well as your organization’s unique needs and mission.