Strategic and Business Planning


Welcome to Strategic and Business Services. Explore training and services tailored to your specific needs for strategic and business planning, marketing, and partnerships for your community organisation.

“A leader who moves by guess-work, without practical, definite plans, is comparable to a ship without a rudder. Sooner or later he will land on the rocks.”

Napoleon Hill 

Select for each of the following sections:

Strategic Planning

Our Strategic and Business Planning services are for organisations that are serious about growth, or looking for a  new lease of life, and to rise to new levels of success.  Choose the service right for your needs, including:

  •  A self-paced DIY Strategic Planning toolkit program for grassroots groups and beginners. Get a professional plan without spending thousands.
  • Fully facilitated strategic planning and business plans for your community organsiation or NFP.
  • Strategic planning training.
  • Systems reviews.

Where do you want to start?

Contact us to discuss your next strategic plan. Find out how we can tailor  our services to meet your budget.  From carrying out a thorough situation analysis through to assisting you with developing and implementing business, marketing and resource plans. let’s start with a conversation.

Contact us

Take the personality out of the process. Problems can so easily be traced to break downs in processes, policies and procedures. An internal review can so easily identify the heart of the problem, which may not be what you think it is. Over the years we have worked with clients to review internal processes to address embarrassing situations and facilitate change. If this sounds like something you need to do right now, 

Contact us today

We offer a professional development program for organisations and collectives looking for skills to develop their own strategic plan. The program includes facilitated workshops and group mentoring, as well as a stratgegic plan template to complete as you work through the training.

Contact us to learn more.

The DIY Strategic Planning toolkit

The DIY Strategic Planning toolkit is a self-paced program that guides you through the process to complete your own strategic plan. It consists of four units that guide you through the steps to put together an impressive plan from within your organisation or club and so eliminates the need to spend thousands on getting it done by a professional. The Toolkit also include a bonus Strategic Planning Timeline and Strategic Plan Checklist.

Strategic planning services or something for your organisation?

Lets have a conversation.

Strategic Planning Article

How a good strategic plan can improve your credibility and increase your revenue.

How a good strategic plan can improve your credibility and increase your revenue


Getting good at marketing is not that difficult once you understand who you are really wanting to influence, what they want and then working out the best strategy to give them the service and experience they want. 

Over the last ten years, we have worked with dozens of community organisations to connect with their prospects with some amazing results. From marketing audits and research to workshops and trainingour programs change the way people think about marketing. Because we understand how not-for-profits work, we are able to translate marketing strategies used in business into the community space so that our clients get the best results possible. 

Check out these resources and contact us to find out more about how we can assist you. 

Marketing Articles

The Intuitive Marketer

This book explores twenty marketing principles that are as relevant today as they were thirty years ago. Pat has experienced a unique journey, including success in a pan-European niche market, then making the number one mistake that cost her three years of business growth, and first-hand experience of technology’s impact on marketing.

What people are saying

“Pat has been engaged to develop the Port Melbourne Neighbourhood Centre 2015 -2018 strategic plan and also a smaller action plan for our disability arts program. Through the development of both of these planning projects she has shown her flexibility in being able to use a number of strategic development frameworks and facilitation methods in different settings for different purposes. She has been able to tailor these processes to suit the different scale and needs of the groups and has shown herself to be a skilled facilitator in dealing with a variety of competing interests to get a satisfying result.”

Kate Kelly – PMNC

Lunch n Learn – got a group interested in getting more clients, gaining more credibility, and increasing visibility?


Getting into bed with the right partner or partners can turn out to be a tricky experience. From informal networking through to full on mergers, getting to grips with different culturesunderstanding agendas and meeting expectations are just some of the issues that can come up very quickly if partnerships are not planned properly at the start. 

The Community Partnerships Toolbox has been developed over the last 15 years based on real life experiences and lessons learned. Today we work with community partners to plan how they will work together, working through risks and expectations and working with partners through resulting change. The Community Partnerships Toolbox is the sister of our other product The Essential Partnerships Toolbox for Business. 

The Community Partnerships Toolbox package has three levels which include features such as: 

  • Determining the purpose of a partnership collaboration so that you can be clear as to why you’re doing this in the first place 
  • A process for working out what your individual expectations are and who’s responsible for what and when so you are clear from the start 
  • Developing a strategic plan for the partnership to ensure it achieves its goals and remains sustainable 
  • How to manage the process of change especially when physical and human resources are involved. 

If you would like  to find out more, Contact us now:

Download a copy of our Five Foundations of Successful Partnerships ebook. 

foundations the community entrepreneur

Eight partnership lessons we can learn from Brexit

f you’re involved in a collaboration or partnership, this could happen to you. Even the best partnerships can turn sour if the warning signs are ignored. Like any business, the UK entered a partnership – albeit on a larger scale – but the principles are still the same. This report explores eight key principles to partnerships and what you should know before you sign on the dotted line. Learn from the experiences of others and apply these learnings to your partnership activities.