I help nonprofits discover new solutions, advance their mission and realize their potential


Strategic Planning and Implementation

Build Your Strategy


Growth Strategy for NonProfits

Deepen Your impact

b3lineicon|b3icon-user-network||User Network

Stakeholder Analysis and Engagement

Build Strong Relationships

b3lineicon|b3icon-map-location||Map Location

Mission, Vision and Values Development

Set Your Destination

Strategic Planning and Implementation

Build Your Strategy

A well-designed, strategic plan is vital to the long-term success and sustainability of any nonprofit organization. In addition to helping you achieve your mission and goals, a strategic plan can also help you build organizational alignment and ensure that your stakeholders are working towards a common purpose.

My process is tailored to the unique needs of your organization and involves extensive stakeholder engagement to ensure that everyone’s voice is heard. Together, we co-create a plan that is evidence-informed, achievable and aligned with your organization’s values and priorities.

Throughout the process, I provide design, facilitation, documentation and implementation support to ensure that your strategic plan is not just a document, but a living roadmap for your organization’s success.

Ultimately, my goal is to help you deepen your impact and achieve lasting change in your community.

Growth Strategy for NonProfits

Deepen Your Impact

Growing a successful nonprofit organization is no easy feat. It requires a tremendous amount of effort, dedication and resources. As a former nonprofit leader, I understand the challenges that you face and the importance of having a solid growth strategy in place.

Whether you’re planning a merger, developing a collaboration, or looking to scale your services, I can help you create a sustainable growth plan that aligns with your mission and goals. Through a collaborative process, we will work together to assess your organization’s strengths and weaknesses, identify opportunities for growth, and develop a customized strategy that maximizes your impact and drives positive change.

Let’s work together to create a growth strategy that takes your organization to the next level.

Stakeholder Analysis, Engagement and facilitation

Build Strong Relationships

Do you wonder if you are providing your stakeholders with what they need? Do you wonder how you are perceived as an organization?

Your stakeholders are one of your most valuable assets and they have expectations of you. Engaging them and seeking their input can yield a wealth of information to support your mission and build strong stakeholder relationships.

This is a critical process for nonprofits. It involves identifying key stakeholders, understanding their interests and perspectives, and engaging them in processes. This ensures that your strategy and operations align with your stakeholders’ needs and expectations, resulting in greater support and impact.

Mission, Vision and Values Development

Set Your Destination

Do you feel like you’re spinning your wheels or that people within your organization are going in different directions?

Creating an inspirational vision, mission and values is crucial for your nonprofit to establish its identity, communicate its purpose effectively, and create a roadmap for its future.

It helps you align your resources, strategies and actions with your objectives and make better decisions.

This clarity will enable you to attract and retain donors, volunteers and employees who share your values, and build trust and credibility with stakeholders.


Lori and her colleague Rasheeda guided our nonprofit organizations to develop a financial empowerment collaborative. Their leadership helped us to clarify our thinking, define our vision and the [take] steps necessary to create our collaborative. Lori and Rasheeda kept us focused and took complex work and broke it down into manageable steps so we could move forward. They engaged key stakeholders to identify the core requirements and critical success factors for collaboration.

As a result, we have a shared vision, our principles of agreement to work and make decisions together, a strategy, and we can build the infrastructure for our collaborative. More importantly, we can expand our community reach and scale our services to support more people in need of financial empowerment.

Maureen Fair, Executive Director, West Neighbourhood House | Lee Soda, Executive Director, Agincourt Community Services Association | Stephen Vanderherberg Vice President, Community Programs, Greenwood Community Services  
Maureen Fair, Executive Director, West Neighbourhood House | Lee Soda, Executive Director, Agincourt Community Services Association | Stephen Vanderherberg Vice President, Community Programs, Greenwood Community Services

We engaged with Lori to guide our strategic planning process. We knew we wanted an agile, updated [and] equity-focused plan that truly reflected the voices of service users and community. Lori skillfully planned and facilitated feedback sessions and focus groups, led our steering committee through some challenging and meaningful planning and discussions, and solidified our goal setting with us while ensuring those voices were heard and incorporated into our plan. She adapted quickly to understand our unique organization and community and to help us prioritize and articulate the work we need to do in the coming years. We’re confident that the work Lori has done with us provides a workable and purpose-driven strategy.

Kathy Davis, Executive Director - RenfrewCounty Family and Children’s Services
Kathy Davis, Executive Director

Lori supported us to create our strategic plan for 2023-2025. She created a safe, welcoming space for our planning committee to innovate and focus on what’s important to move our planning process forward. Our committee members were impressed by her facilitation skills, including her ability to help us clarify our thinking and be creative. Lori brings positive energy and momentum to the process. She was able to effectively engage our stakeholders and delivered our final strategic plan in a timely manner. We look forward to working with her again.

Monica Prymack, Executive Director - Madawaska Valley Association for Community Living
Monica  Prymack, Executive Director

Lori demonstrates exceptional listening skills, providing a supportive environment for open dialogue and expressing thoughts and ideas. I deeply appreciate her recognizing the emotional dimension inherent in an organizational review process, creating a space for vulnerability. As a representative of numerous underrepresented communities, I commend Lori for her inclusive approach, ensuring that everyone involved in the process is included and valued.

Wessam Ayad, Manager EDI,  Learning & Development at KEYS
Wessam Ayad, Manager EDI,

Organizations I've worked with

3 steps to work with me


Discovery Call

We start with a no-obligation discovery call to clarify your needs and desired outcomes, and see if we are a fit to work together


Receive a tailored plan

Get customized recommendations for what to do next to fulfill your mission. Choose from a menu of options you want.


We work together

We implement the strategy together to help you deepen your impact and achieve your mission

Download My Guide, "Plotting a Course for Success: 7 Essential Strategic Planning Questions for Nonprofits"

What you will discover:

  • What is strategic planning is, and why it is important
  • The most important component of strategic planning
  • Who should lead the process
  • Who approves or makes decisions
  • How long the process will take

And much more!

I want to see nonprofit organizations discover new solutions, advance their mission and realize their potential.

 Reach out to learn how we can work together!