SERVICE OFFERINGS

Ways we can help you confidently move forward.

Strategic & Operational Planning

AnneMarie and Melissa strategizing at a felt board with sticky notes and a laptop.

Updated planning models can lead to transformation.

The traditional models of planning are limiting and often fail to provide clients with the tools and insights they need to achieve fundamental transformation. Our updated approach is designed to dig deeper and help our clients better understand themselves, their organizations, and their goals. We believe this understanding leads to improved outcomes.

By taking a holistic approach, we work with our clients to identify and address potential roadblocks and opportunities to develop a customized plan aligned with their unique needs, fears, joys, and aspirations, enabling them to unlock their full potential.

A potted plant.
AnneMarie and Melissa laughing as they work comfortably from a couch.

Get clear on your goals and build a roadmap for your organization to get there.

As a team of lifelong planners, seasoned entrepreneurs, and engaging conveners, we are passionate about helping our clients conduct meaningful work that leads to real transformation.

With our guidance, you'll be able to take the time to look inward, gain a better understanding of yourself, and use that knowledge to build a roadmap towards success.

✔︎ REFLECT

Our process starts with getting to know your organization, including your current values, priorities, and processes. Using a combination of internal documents and existing tools, we conduct a robust discovery of your organization and how your team operates it.

✔︎ DESIGN

Through a robust stakeholder engagement process, we listen to your team and key stakeholders to understand how their perspectives can help meet project objectives. We encourage you to challenge assumptions and envision the best path for achieving your goals.

✔︎ DO(N'T)

Next, planning and execution. Building on the insights gained from the earlier phases, we help develop a clear framework for reaching your goals for strategic, event, or meeting planning, including decision-making processes and recommended next steps.

AnneMarie and Melissa sitting in front of plants smiling and laughing.

What if a thriving and directed organization was just one step away?

Imagine having the support of experts who work collaboratively with you to evaluate your organization, determine what is working, and create a plan that your team members will feel bought into and excited about.

After working with us, you'll feel confident and empowered to lead your organization toward success. Book a consultation call with us today and take the first step towards growth.

★★★★★

“The strategic planning process with Melissa and AnneMarie was game-changing for our organization. We experienced tremendous growth in a short amount of time.”

Meredith Jakovich, Executive Director
Caldwell County Food Bank

OFFERING 01

Strategic & Operational Planning

We’ll work collaboratively with your non-profit, start-up, or purpose-driven organization to identify your goals and develop a tailored roadmap toward success. Gain confidence knowing you have a solid plan to achieve your mission and make a real impact.

OFFERING 02

Event Planning & Execution

We’ll guide you through the entire process, from ideation to post-event analysis. You'll have the peace of mind to focus on your organization's mission while we elevate your event's efficiency and impact.

OFFERING 03

Meeting Facilitation

We'll lead facilitated discussions focusing on anything from strategy to change management to operational planning. We’ll guide the conversation to ensure everyone has a voice and help your team develop a clear and actionable plan.

★★★★★

“I can not speak highly enough of the work done by Ivy.Ly. They were able to guide our group through a very efficient and effective process of creating our first Strategic Plan.  They made it engaging, focused, and fun.”

Kara Huss, Executive Director
William's School

Portrait of AnneMarie Schindler and Melissa Stewart

We believe there’s a better, more holistic way to grow.

We empower purpose-driven organizations like yours to achieve your goals and make a meaningful impact on your communities through our holistic planning approach. This approach helps you build a well-rounded plan that aligns with your mission and drives impact, resulting in engaged and empowered staff, satisfied stakeholders, confident and excited leadership, and a thriving and directed organization.

We’re committed to providing exceptional results and would love to learn more about how we can help you confidently move forward.

Let's connect - book your consultation call today!