Nonprofit

Strategic Plan Review

Instructions to send us your files.

Good news! This is the final step for us to be able to complete your Strategic Plan Review. 

You are taking a brave step toward improvement by acting on Wipfli’s Strategic Plan Review offer. In order to expedite your review and response, please follow these directions closely:

  1. Gather the following three documents, as available:
    • If applicable, your most recent approved and submitted community needs assessment report (CSBG, Head Start, etc.)
    • Your most recent approved agency strategic plan
    • Any supporting documents to the agency strategic plan. For example:  Process documentation, report appendices, SWOT analysis, research summaries, etc
  2. Upload your documents and email them as attachments to strategicassessment@wipfli.com. If you have only hard copies, please scan them to a PDF format and upload the scans. Please note: there is an 8MB file size limit.
  3. You will receive a confirmation email noting our receipt and an estimated date for your free report to be returned. Please allow between 30-60 days for completion.

If you have any questions or need more help with community needs or planning, please contact Brian Gaumont at 608.270.2952 or gfpbd@wipfli.com.