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Prevention First case study: Strategic planning for nonprofits

Prevention First

Realigning strategy and mission

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increase in number of clients served

After attending Wipfli’s Stronger to Serve national training conference and sitting in on strategic planning for nonprofits sessions, Prevention First’s CEO, Karel Homrig, felt confident that her organization needed strategic planning support. With help from Wipfli, Prevention First has since seen fantastic results.

The Challenge

Prevention First’s mission had changed from its initial focus on substance abuse prevention. Now the organization was being called to do a lot more, such as provide training to stakeholders in other prevention areas and to conduct broader public awareness campaigns. Prevention First also wanted to develop a strategic plan that was more than just operational — it needed to inspire team members to make a greater impact in the communities they serve.

The Solution

After surveying and interviewing Prevention First’s external community stakeholders, Wipfli led a two-day retreat with its board and executive leadership. The group created new mission and vision statements, which they then used to develop long-range strategic goals. Post-retreat, Prevention First began designing its strategic action plan for each goal, engaging all staff in the process. Wipfli walked leaders through how to use a focused a 90-day implementation plan that set first-year accomplishments and created assignments.

We needed to lay the strategic foundation for our organization, and Wipfli kept us not just focused but also motivated and confident in our future.
Karel Homrig, CEO, Prevention First

The results

Prevention First gained a new mission and vision that reflects its true purpose as well as where it wants to grow. It also gained a process for continuously monitoring goal progress and achievements. Its strategic plan evolves quarterly and keeps the organization nimble and successful.

Several years later, Prevention First still uses the same process and structure Wipfli helped it implement to achieve results. Since implementing its strategic plan, the organization has grown its revenue 3.5 times, expanded its number of resource centers and training and technical assistance programs from five to 10, and grown from four local community and public awareness campaigns to 11. It also tripled the number of COVID-19 mitigation supplies provided to licensed treatment and mental health facilities year over year.

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growth in revenue
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increase in number of local community and public awareness campaigns
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growth in number of resource centers and training/technical assistance programs