Strategy Development

Do you know where you are heading as a charity?

Do you understand the factors that will influence your pathway to success, both positive and negative? And do you know what you have to do to achieve your aims? In short, do you have a clear strategy which makes it clear how you will achieve success, however you define success?

Contact us
 if you want help to develop, refine or change your strategy.

But one simple framework you could use might be:


  • What is your organisation like? What are its resources, capabilities, strengths and weaknesses, competencies? What makes your charity unique?
  • What is your environment like? What is changing and how is it likely to impact what you do?
  • Who are your users and stakeholders and how will you meet their needs?
  • Who are your competitors and are there organisations you might collaborate with rather than compete against?


  • What are your options that would enable you to achieve your aims?
  • What opportunities are open to you and what are the threats you face?
  • How can you solve any problems you have identified?


  • How does each of the options stack up against the contextual factors identified earlier? What are their positive and negative consequences, including financial ones?
  • Choose the optimum strategic option, checking against vision, mission, values and culture, and adjust where appropriate.

And, then the hard work starts! Implement your strategy where business planning is essential and tools like the balanced scorecard could be very helpful. And remember, if you need support with any of this please get in touch.

Our Expertise & Services

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Change Management

Barrie is to be highly recommended.  He is professional, knowledgeable, friendly but determined that we make progress.  We are very grateful. 

Building Circles had been working towards a PQASSO accreditation for several years.  A small working party met irregularly over a few years and had made some progress.  We had established some...

Barrie gave us positive and motivational support

We employed Barrie as a mentor when we started working towards the Trusted Charity Mark. We met with him every two months for approximately one year. We always found Barrie to be punctual and...

Working with Barrie has been a great experience

Working with Barrie has been a great experience.  He has gently and kindly opened our eyes to what compliance with the new Standards meant for us.  Barrie looked at the work that we prepared for our...

PQASSO – we emerge a stronger organisation.

Barrie has patiently worked with us towards our PQASSO accreditation, despite changes of our staff and the updated PQASSO.  Barrie has calmly and kindly helped us to understand the process and...

Barrie’s facilitation skills have been exceptional

Barrie structured his Organisational Strengths Review to our requirements whilst using the PQASSO framework as a benchmark. Barrie’s facilitation skills and final report have been exceptional. The...

No hesitation in recommending Barrie

Barrie provided a great combination of insight, analysis and personability in delivering an 'end of grant' independent audit for a Comic Relief grant for 2 of our Ethiopian partner NGOs. It was a...

There is real value in PQASSO

Barrie has convinced me that there is real value in the PQASSO kitemark, because to achieve it we have made one or two very positive changes to the way our charity operates. Jenny Hopkins - CEO,...

A turning point for our organisation

Barrie's facilitation of our discussion and helping us to delve deeper in to the meaning of our work, what is important and what is measurable was really valuable and provided a turning point for...

We have found the process very helpful

Barrie has been an excellent mentor as we’ve gone through the Level 1 PQASSO self-assessment process with him. He is sympathetic and understanding of the voluntary and community sector’s realities...

We are now operating more efficiently

Barrie has been invaluable in supporting Allsorts through a time of significant growth and change. Initially he came in to the organisation to guide us through a PQASSO level 2 self assessment, and...