Strategic Planning & Consulting Services
Sophia Shaw of Sophia Shaw and Associates Consulting and Coaching addressing an audience at Northwestern Kellogg

Our Focus

Strategic Planning • Board Governance • Philanthropic Investing

Sophia Shaw and Associates specializes in strategic planning. Through our consulting and coaching practice, we help clients fulfill their mission and maximize impact.

Now launching, PlanPerfect LLC: Nonprofit Strategic Planning Made Easy. PlanPerfect is an all-in-one, end-to-end solution for small nonprofits to develop, review, track, and report on a strategic plan. Click here for more information.

Industry Expertise

  • Museums
  • Public gardens and conservatories
  • Land conservancies
  • Liberal arts colleges
  • Medical technology start-ups
  • Clubs and condominiums
  • Small and Start-up Nonprofits



Helping People and Organizations Maximize Impact


30-minute free diagnostics sessions are available.

Fees are determined based on the scope of work.

Strategic Planning

  • Partnering with board chair and CEO on comprehensive strategic planning process
  • Interviewing stakeholders
  • Facilitating board retreats
  • Strategic plan writing and editing
  • Post-plan implementation
  • Advising on organizational structure
  • Finding partners to develop a master site plan
  • Managing RFP processes
  • Philanthropic mission-statement creation
  • Succession planning
  • Prioritizing diversity, equity, accessibility, and inclusion organization-wide

Board Governance

  • Board self-assessments
  • Training in board governance: board-service basics to advanced topics
  • Review of key governance documents
  • Anticipating and implementing succession plans
  • Special topics in commercial board governance such as managing activist investors


Group photo of organization provided with strategic planning and consulting services by Sophia Shaw and Associates