Since PEG's inception, PEG teams have engaged in strategic planning, “growth planning,” and business planning that is robust, practical, and affordable.

Our strategy development work: a) begins with a diagnostic assessment of the client organization based on internal and external data (quantitative and qualitative), and landscape/market data, where appropriate; b) includes goal setting and strategic framework/Theory of Change development and operations planning; and c) culminates in summary plans that detail a client’s goals for the next three-to-five plus years, its Theory of Change, growth plans, programmatic priorities, organization (staff, skill, and system) requirements, and economic plans—as well as ongoing implementation and project management plans.

Nearly all of PEG’s clients engage with our teams in some form of strategic, growth and/or business planning work; hence, nearly all of PEG’s equity, data and decisions, and advocacy projects are simultaneously anchored in PEG strategy development.


Client Experiences

SFF logo.png

In 2018, the San Francisco Foundation published two case studies detailing their strategy development experience (including their work with PEG).


Other PEG clients also have opted to publish their summary plans, for instance:


Education Through Music created this plan synthesis (and accompanying case studies [A & B] published by NYU's Wagner Graduate School of Public Policy) and;


Community Housing Partnership, a prominent California supportive and affordable housing developer, produced this plan synthesis (along with an accompanying video summarizing their five-year strategic plan and advocacy priorities).