Strategic Planning

The Barthwell Group helps clients develop customized strategic plans which lead to tangible organizational results.

The Barthwell Group Approach

Our planning methodology is focused around five core values:

  • Engaging stakeholders
    When stakeholders participate in creating the plan, they are more likely to have “buy-in” and to implement its goals and objectives. We routinely engage internal and external stakeholders through a planning committee, focus groups, town hall meetings, and a strategic planning website.
  • Integrating future driving forces
    Our plans encourage clients to think outside of the box by thoughtfully considering the impact of globalization, technology access, changing demographics, and structural economic changes.
  • Creating a dynamic process
    Stakeholders enjoy our strategic planning process. Each session is customized to cause thought-provoking discussions frequently involving interesting presentations and national and local experts as speakers.
  • Ensuring pragmatism
    We “ground” planning goals and objectives by considering the resources necessary for implementation. However, we encourage stakeholders to think smaller, we ask them to consider creative methods to develop alternative sources of resources.
  • Developing flexibility
    We recognize that as internal and external environments change, strategic planning goals and objectives must sometimes change. Through annual follow-up visits embedded in our strategic planning methodology, we ensure that plans remain realistic.

Our strategic planning process has enabled organizations realize their visions for the future.

  • Guiding a State University’s Pursuit of its Vision


    The new president of a state university wanted to develop a dynamic planning process which would guide the Institution’s transformation towards more emphasis on research, better operational procedures, greater engagement of all stakeholders, enhanced fundraising, and an improved brand. In short, the president’s vision was to transform the Institution into a “Great University.”

    The Barthwell Group Solution

    Through monthly meetings with a planning committee of approximately 25 faculty, administrators, students, and alumni, we engaged representatives from a cross-section of stakeholders in developing detailed goals and objectives and specific Tactical Action Plans to ensure follow-up. The plan was enthusiastically endorsed both by the State Regents and the University’s accrediting body. During annual follow-up visits, we were pleased to find that 80%+ of goals and objectives were implemented on schedule.