Strategic Planning Consultant

Company Overview

Schultz & Williams is a national consulting firm, headquartered in Philadelphia, that provides comprehensive services – including strategic and business planning, development, direct response fundraising, temporary staffing, data analytics and development operations– to nonprofits of all types and sizes.

The Strategic & Business Planning line of service provides comprehensive strategic and business planning tailored to the specific goals of each client. Our approach to planning is to engage clients in a meaningful process of reaffirming an organization’s purpose and identity, understanding its current position, visioning its future impact, mapping the course to get there, and uniting the players throughout the journey. We integrate the firm’s fundraising and marketing expertise to deliver holistic, actionable strategic plans with measurable results.

Overview of the Consultant’s role:

The Strategic & Business Planning Consultant will be a full-time team member of the S&W Strategic & Business Planning team, reporting to the Vice President of Strategic & Business Planning and may also serve on project teams within the Development Consulting line of service.

The Consultant will conduct a variety of strategic and organizational planning projects from inception through completion, supporting the project lead and creating high-quality, client-facing materials. This position will also be engaged in business development efforts, including drafting proposals, sales presentations and lead generation.

Professionalism and excellent communication skills, the capacity to process information quickly and efficiently, the ability to work both collaboratively on a team and independently, and a consistent record of delivering high-quality work are fundamental elements of this position.

Position responsibilities include:

• Supporting strategic planning processes from beginning through completion (ranging from 3-months to 8-months).
• Conducting stakeholder interviews, designing and programming surveys and analyzing survey results, conducting market research and data analysis and synthesizing information into digestible, insightful reports.
• Presenting to executive leaders, board members, staff, community members and others.
• Drafting written materials including the final strategic plan report.
• Proofing and formatting all project materials.
• Assisting with scheduling and supporting project management to ensure projects remain on time and on budget.
• Participating in business development, including engaging in sales calls, drafting proposals, and creating and delivering sales presentations.
• Assisting with S&W marketing efforts, including writing articles and content for social media and attending networking events.
• Staying current with trends in the nonprofit sector.
• Upholding S&W’s reputation for providing clients with exceptional service and outcomes.

Candidate Experience and Required Skills

• Five years of relevant professional experience and direct experience with organization-wide strategic planning
• Experience working inside or closely with nonprofit organizations and knowledgeable on nonprofit operations, program development, fundraising and financial management, stakeholder engagement, etc.
• Strong research capabilities, including data analysis and demonstrated ability to synthesize large amounts of information into digestible, insight-driven reports
• Experience conducting stakeholder interviews and facilitating meetings/focus groups/workshops
• Ability to manage 4-7 client projects at a time along with other regular job duties
• Understanding of nonprofit fundraising and, ideally, experience serving in fundraising role or role-adjacent
• Financial analysis/financial modeling capabilities are a big plus
• Highly skilled in relationship-management
• Excellent writing skills and strong experience writing professional reports
• Exceptional communications and presentation skills

To be successful in this role, the candidate needs to demonstrate and value the following capabilities:

• Detailed oriented and highly organized
• Exceptional interpersonal skills
• Takes initiative and can manage assignments independently
• Takes direction and feedback well
• Team player
• Flexible and adaptable to changing timelines and assigned tasks
• Proficiency in Microsoft Word, Excel and PowerPoint
• Natural strategic thinker, collaborative spirit and sense of humor desired

S&W is dedicated to equitable hiring practices. We welcome individuals from diverse backgrounds and perspectives to our team, including but not limited to age, race, ethnicity, gender identity, and sexual orientation. Schultz & Williams offers a competitive benefits package which includes strong medical and dental care coverage, 401k with employer contribution, paid vacation, and year-end profit sharing.