Sample RFP for strategy services

Achieving a greater impact starts with a compelling vision.

Your organization needs to establish a desired future state that matches your core mission and build a strong culture that helps staff stay focused while guiding your strategic priorities. However, succeeding in strategic efforts can be challenging without the right guidance and implementation support.

Wipfli has extensive experience in helping nonprofits strategize, improve operations and unlock the full potential of their people. We’ve applied our knowledge to provide you with sample RFPs tailored to nonprofits seeking strategy support. These documents are designed to simplify the process of going out for bid, creating a scoring system and asking the right questions of potential firms.

RFP for strategy samples for nonprofits

Sample RFP for strategic planning: Find the right firm to lead your organization through the strategic planning process, including defining your role in the community, setting strategic priorities and goals and creating action plans and timelines.
Sample RFP for community needs assessment: Select a firm to lead you through a comprehensive community needs assessment to meet regulatory requirements and better inform your operations, strategic initiatives, funding needs and decision-making.

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Wipfli’s team of dedicated facilitators brings deep industry experience to advising your organization on best practices and overcoming the challenges that are preventing you from reaching your future objectives.

We focus on helping your organization prepare for the future by identifying your strategic priorities and finding the gaps that are preventing you from reaching your objectives. We then take a tailored approach, working with your organization to build a deep understanding of your needs and applying a methodology that fits your most critical concerns.

Our strategic planning services offer your organization three levels of support:

Transactional planning: Sustain your performance by finding new ways to increase efficiency, eliminate waste and improve how you use your assets.
Forecasted transformational planning: We analyze your performance and compare it to shifts in your organization to better understand the gaps you need to address. From there, we help you develop a plan to meet your organization’s future needs, including organization and process changes and infrastructure improvements.
Revolutionary transformational planning: We help you redefine and regenerate your organization’s advantage. Whether you need new lines of business or delivery models, we can help you innovate and transform your organization to better suit your vision of the future.

We can also support your organization with people plans and strategy and technology alignment to help ensure that your human capital and systems are aligned with your objectives. In developing your strategy, we can help you facilitate:

Human-centered design discussions.
Custom survey administration.
Stakeholder or community needs assessments.

Wipfli’s strategy services don’t end with a paper plan. Our support follows you throughout your journey, helping you implement strategy effectively and master the culture of your organization.

Our services include:

Journey mapping: Our customer, member and technology mapping services can help you understand your strategy through the lens of those you serve.
Enterprise risk management: We help you assess and minimize the potential risks associated with your plan.
Implementation: We align your people, technology, culture and operations so that you can achieve a successful strategy implementation.

Wipfli’s digital advisory team applies holistic ideation and planning to help your organization transform with technology. We work closely with you to understand and accelerate your vision with the right technology strategy. Whether you’re looking to reinvent your organization or have a road map for incremental improvement, our seasoned practitioners help ensure that every area of your organization receives targeted guidance.

We help you use technology to bring your vision to life through four essential components:

Human-centered planning and ideation: Through collaborative conversations, such as Design Thinking workshops, our advisors help you envision what your organization can become and craft a strategy to achieve your goals.
Technology initiative assessment and readiness benchmarking: Our team helps you blend technology with your mission and vision, guiding you through the software selection process so that you can maximize your ROI.
CIO advisory: We provide interim, partial, consultative and mentoring services for the CIO role to help shape your organization’s digital strategy at the executive level. Our range of services can be tailored to your level of need, whether you want situation-specific guidance, fractional resources to augment your team or coaching to help your leadership reach their full potential.
Program management: Wipfli specializes in orchestrating multiple technology initiatives, combining both internal and external resources to achieve strategic business outcomes. Our services start by assessing your current practices and providing you with actionable recommendations for improvements. We then help you build a robust program management office tailored to your needs and coordinate multiple projects within your program.