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Strategic Planning

Together we can craft and actualize your vision for change. 

Our team has extensive experience developing organisational strategies and facilitating annual, multi-year, and launch planning processes. We have developed tools and frameworks for diverse groups and have helped them reach tangible outcomes and increase their operational excellence. 


We believe strategic planning includes:

  • Nurturing collective visions

  • Open and trusting team conversations

  • Mapping out milestones and accountabilities

Tools Leveraged

  • OKRs (Objectives & Key Results)

  • SMART Goals 

  • Vision Boards

  • Logic Model

  • SWOT analysis

  • RACI Model

  • Scenario Planning

  • Business Model Canvas

  • Value Proposition Canvas

  • Balanced Scorecards

  • PESTLE analysis

  • Project Management Tools

Past Clients

Mid-Main Community Health Centre

Strategic Planning

BC Public School Employers Association

Strategic Planning & Team Building

Coquitlam Public Library

Strategic Planning & Staff Engagement


Binner's Project

Strategic Planning

Squamish Hospital Foundation

Strategic Planning

Langley School District Foundation

Strategic Planning

Lillooet Agriculture & Food Society

Strategy & Business Coaching

North Vancouver School District

Strategic Plan Development

Pender Islands Health Centre Society

Strategic Plan Development

Canadian Women’s Foundation

Investment Readiness Program Consultant

Umbrella Multicultural Health Co-op

Strategic Planning & Theory of Change

BC Association of Community Health Centres

Board Strategy Retreat

Calgary Arts Development Association

Board Strategy Retreat

First Nations Technology Council

Community Engagement Plan & Execution

Menu of Offerings

Planning Process

3-12 Months

  • Situational Analysis

  • Engagement & Sensemaking

  • Strategy Sessions

  • Strategic Plan Development

  • Operational Planning

Strategic Launch Process

3-6 Months

  • Kick-start a project or initiative

  • Planning (timeline & budgeting)

  • Project management 

  • Process & system development

Strategic Coaching
& Mentorship


  • Bi-weekly or monthly coaching

  • Co-develop monthly, quarterly or annual goals and tracking system

  • Accountability support

Board Strategy & Governance


  • Board & Leadership transition support

  • Terms of Reference & Policy Development

  • Coaching & ongoing support

Brianne De Man.jpg

Roots & Rivers helped us navigate our first strategic planning process, where we struggled through some big questions and wondered about what future growth could look like. The reason we chose Roots & Rivers was their deep roots in the community and understanding of Binners' Project's core values and mission. It was a challenging task, but the Roots & Rivers team navigated it with grace and ease

Brianne De Man

Interim Director, Binners’ Project

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