At Unified Impact, we help mission-driven organizations move from overwhelm to alignment. Our Annual Planning for Impact (API) process equips leaders with the structure, tools, and expert guidance to clarify priorities, center capacity, and translate strategy into action.
While your strategic plan sets the vision, annual planning maps the route. API bridges that gap — helping leadership teams focus, adapt, and make meaningful progress throughout the year.
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Too often, organizations build bold strategic plans but struggle to implement them. Annual Planning for Impact helps you:
Align your leadership team on what matters most
Build realistic plans that center your people, resources and capacity
Translate vision into action — and follow through
Establish clear rhythms for execution, reflection, and iteration
Strengthen ownership, trust, and clarity across teams
Don’t let your plan gather dust. Let’s build a roadmap your team can actually implement.
Designed for individual leaders ready to lead internal planning with light external guidance.
Includes:
Access to Annual Planning for Impact Virtual Learning Modules, tools and resources
2 individual coaching sessions
1 plan review + feedback session
Ideal for: Leaders seeking structure and support, but ready to own facilitation internally
Designed for teams who want a thought partner across key decision points and milestones.
Includes:
Everything in “”Guided Self-Start”
1 joint planning kick off session with organizational leader
2 additional check-in or design sessions (e.g., prioritization or stakeholder engagement planning)
Ideal for: Organizations with planning infrastructure in place who want guidance to elevate clarity and alignment
Designed for organizations that want a mix of internal ownership and external facilitation.
Includes:
Access to Annual Planning for Impact Virtual Learning Modules
Strategic planning kickoff with internal leaders
1 virtual PD session for broader leadership team (e.g., prioritization for impact or decision-making frameworks)
2 virtual co-facilitated planning sessions with executive leadership (e.g., initiative design, prioritization, sequencing)
Ideal for: Teams seeking both internal ownership and expert facilitation at critical moments
We lead the process so your team can focus on the work.
Includes:
End-to-end facilitation of the annual planning process
1 PD session for leadership alignment
3 full-team planning sessions facilitated by our team
Deliverables include a clear annual plan, initiative tracker, and stakeholder communication support
Ideal for: Organizations looking to shift team culture around planning and focus, or undergoing leadership transitions