Turning Mission Into Measurable Outcomes: The Care Deeply Approach

2026-03-06T00:00:00+00:00

Mission-driven work often begins with passion. The challenge is turning that passion into clear outcomes, aligned systems, and measurable progress.

Care Deeply Consulting, a Public Benefit Corporation, partners with values-driven organizations to translate purpose into measurable outcomes. Through their work, leaders move from reactive task management toward outcome-centered strategy. CEO & Founder Christopher Arnold leads this effort, encouraging organizations to rethink how they define mission and how they design strategy to support it.

Mission-First Is a Journey

Care Deeply’s public benefit structure is not symbolic. It informs how the firm defines partnership, progress, and who it chooses to support.

Christopher intentionally resists rigid definitions of “mission-driven.”

“When we say that we work with ‘mission-driven’ or ‘values-driven’ organizations, that term is intentionally vague and intentionally undefined. After all, acting with a profit-first motive is also a mission and a value, but it’s not the kind of value we want to support.”

Rather than drawing hard lines around qualification, Care Deeply looks for alignment and willingness. The commitment to grow matters more than a perfected identity.

“We view becoming a mission-driven or values-driven organization as a journey and not a destination, so we want to meet leaders and organizations wherever they are at on that journey.”

If a leader identifies as values-driven, that is enough to begin.

“In our view, if a leader self-identifies as values-driven, then we treat them as someone interested in being on that journey with us and we want to support them.”

Mission, in this view, is dynamic. As it evolves, strategy must be built around outcomes rather than rigid methods. The goal is not to earn a label, but to advance the work.

The Strategic Shift: Methods vs. Outcomes

The Care Deeply approach starts with a simple principle that can be challenging in practice: get clear on the desired outcomes before debating the methods of achieving them. Christopher has seen organizations struggle with distinguishing between methods and outcomes, resulting in chaotic strategic plans that sit on the shelf for most of the year. As he explains:

“The difference between a method and an outcome is that there are many possible methods for achieving the same outcome. When we take time up front to clearly define the desired outcomes, we create space for previously unexplored methods to emerge.”

This is not semantics. It changes how strategy is built.

When leaders anchor strategy to methods, they’re choosing the “how” before defining the “what.” Plans become projections of current activity rather than definitions of impact. Flexibility disappears. Possibility narrows.

“Without outside support, most organizations develop a strategic plan that is just a list of methods, tasks that they plan to accomplish in the future. The problem is that when the methods are already fixed, there is no space to see new possibilities.”

Outcome-first thinking restores that space. It defines success clearly while preserving multiple paths forward. Strategy regains its purpose: direction without constraint.

Care Deeply works with leadership teams to redefine success in terms of outcomes first—then helps them build leadership behaviors, systems, and tools to make those outcomes achievable.

Turning Strategy Into Shared Progress with Causey

Clarity cannot live only at the leadership level. Strategy becomes meaningful when it is visible, participatory, and shared across the organization.

Christopher points to Causey as a practical bridge between strategic intent and collective execution.

“What I appreciate most about Causey is that it’s intuitive and easy to use. With little training, I can engage a large number of organizational members in the Causey app.”

Ease of use lowers the barrier to engagement. When more people can interact with strategy directly, participation expands and ownership deepens.

“I’m a firm believer in Dale Carnegie’s words, ‘People support a world they helped to create.’ By engaging many organizational members inside the app, they are playing an active role in creating the future of their organization. This degree of buy-in is critical for turning strategy into reality.”

When outcomes are visible and progress is trackable, strategy moves from document to discipline. Goals become shared commitments, advanced together.

Building Systems That Strengthen Over Time

Care Deeply sees a broader shift underway in mission-driven consulting.

“Care Deeply is transitioning from offering individual point solutions to helping organizations develop comprehensive and integrated systems.”

The need is practical. Leaders are overwhelmed. Piecing together disconnected tools is not sustainable.

“Leaders have so much on their plates, they often don’t have the time to piece together individual tools into a high-performing system for their organization. They want a values-aligned partner who has already selected the best tools and made them work together with a mission-minded approach.”

Christopher is building Care Deeply around that conviction. The goal is not to check the box on a one-time planning event, but to build a system that strengthens strategic clarity and leadership capacity year after year.

“At Care Deeply, we build leadership operating systems for values-driven organizations. This means aligning leadership development efforts with organizational strategy in a systemic way that strengthens over time. We see similar shifts occurring across the industry.”

When outcome-first thinking is built into systems, it scales. Alignment becomes consistent and progress continues beyond individual initiatives.

Alignment Over Activity

Mission-driven work demands more than clarity. It demands alignment sustained over time.

Care Deeply Consulting helps organizations build that alignment. Causey supports the work by making strategy visible, measurable, and shared.

If you’re ready to turn strategy into shared, measurable progress, explore how Causey helps outcome-driven organizations build systems that sustain impact.

Turning Purpose into Performance: Jenark Business Solutions on Making Strategy Work Every Day

2026-02-17T00:00:00+00:00

Many business and nonprofit leaders know this frustration well. The strategic plan is approved, shared with the board, and celebrated. Then gradually, it becomes harder to see in daily operations. The mission remains strong and the commitment unwavering, but execution loses visibility.

Mark Jones, Founder of Jenark Business Solutions, has spent more than 40 years coaching across elite sport, business leadership, and community organizations. Across every environment, one principle has consistently guided his work:

“Purpose drives performance.”

For Mark, partnering with nonprofits and mission-driven organizations is a natural extension of that belief.

“These are teams who care deeply, who show up with heart, and who want to make a difference,” he explains. “What keeps the work meaningful is helping them turn that passion into structure, giving them a system that translates purpose into progress and visible social impact.”

Because passion alone is not enough.

“When strategy becomes visible, measurable, and executable, impact becomes inevitable.”

Buy-In Is Built Through Ownership

Creating genuine buy-in for change remains one of the biggest challenges leaders face. Mark is clear that agreement alone does not create momentum.

“Buy-in isn’t about agreement, it’s about ownership.”

He often reinforces a principle that shapes his work with leadership teams:

“People will support what they themselves create.”

Lasting change happens when teams are invited to help shape not only the vision, but also the behaviors, rhythms, and accountability that bring that vision to life.

“Collaboration isn’t a workshop; it’s a discipline and a teachable skill.”

When strategy connects directly to daily actions and progress is measured in meaningful ways, change becomes embedded rather than imposed.

The Jenark VPM³⁺ Framework™ was designed to support that alignment. When integrated with Causey, strategy moves beyond static planning. It becomes a structured performance system that strengthens visibility, accountability, and execution across the organization.

Strategy Is a Discipline, Not a Document

A common mindset still limits many organizations: the belief that strategy is a document created once a year and reviewed at board meetings.

Mark challenges that assumption directly.

“In my world, strategy isn’t a document, it’s a discipline.”

Instead of treating strategy as an annual exercise, he works with leaders to embed it into the organization’s operating rhythm.

“We move from static plans to dynamic systems, where strategy is visible, trackable, and owned across the organization.”

When strategy becomes part of everyday work, culture begins to shift. Behavior becomes more intentional. Accountability becomes clearer. Teams understand how their daily work contributes to long-term outcomes.

“When leaders see strategy as a living system, not a one-off event, everything changes. That’s where execution begins.”

Visibility Changes Performance

When strategy moves from planning into action, one factor makes the greatest difference.

“The biggest difference? Visibility.”

Housing a strategic plan inside the Causey platform gives it a digital home. Teams can see what is on track, what needs attention, and where support is required. Leaders can assign ownership, monitor progress, and step in early when momentum slows.

Instead of reviewing strategy once a year at a board meeting, leaders begin reviewing progress weekly inside Causey, with clear owners, visible milestones, and shared accountability across teams.

“Causey gives strategy a digital home. VPM³⁺ gives it structure and logic,” Mark explains. “When used together, they turn planning into daily operational behaviors that improve execution and delivery of strategic objectives.”

Clients often notice the difference quickly.

“The change is immediate. There is more clarity and focus, more alignment, and more momentum.”

When everyone can see the plan and understand their role in delivering it, execution strengthens naturally.

The Future of Strategic Planning in the Nonprofit Sector

Mark sees a meaningful shift taking place across the nonprofit sector.

“For years, nonprofits have been rich in purpose but poor in structure, always struggling to maximize impact. That’s changing.”

Today’s leaders are demanding greater visibility, stronger accountability, and measurable results.

“It’s not just passion anymore. It’s performance and social impact. Social impact is the new metric.”

In this evolving landscape, trusted advisors and facilitators play an essential role.

“Not as experts who drop in with answers, but as partners who build capability, hold stakeholders accountable for delivery, review and fine-tune systems, and support long-term transformation.”

For Mark, the direction is clear.

“It isn’t about creating better documents. It’s about collaborative approaches to building capability, improving service delivery, increasing impact, and delivering results that inspire and transform.”

When purpose is supported by structure, visibility, and accountability, strategy becomes more than a plan.

It becomes a system that drives performance in service of the mission.

Ready to Make Strategy Work Every Day?

If your organization is ready to move strategy from document to daily discipline, Jenark Business Solutions and Causey can help you build the structure, visibility, and accountability to make it happen.

Learn more about how the Jenark VPM³⁺ Framework™ integrates with Causey to turn purpose into measurable performance.

From Alignment to Action: Plan A Advisors and Causey

2026-01-12T00:00:00+00:00

Moments of change are often the most defining—and most challenging—periods in a nonprofit’s life. Whether an organization is refining its strategy, navigating leadership transitions, or aligning board and executive priorities, success depends on clarity, trust, and disciplined execution. That’s where Plan A Advisors comes in.

Plan A Advisors partners with nonprofit organizations during pivotal moments—when leadership alignment, strategic direction, and execution must come together for transformation to succeed. Their work spans strategic planning, business planning, nonprofit mergers, board development, and fundraising campaigns, always grounded in strong leadership and shared vision.

Evan Kingley and Adam Gaynor, Principal Consultants and Partners of Plan A Advisors, work closely with nonprofit leaders to guide organizations through these transitions. As Evan explains:

“We look to work with organizations that have effective professional leadership, effective board leadership, and a shared vision between the two. These are preconditions not only for Plan A’s engagement, but for the success of any of the services we offer.”

That clarity of purpose is what makes the work meaningful—for both the organizations they serve and the advisors guiding them.

“It’s exciting and fulfilling for us individually, and as a firm, to play a role in transformative change.”

Strategy Rooted in Empathy

Leading through change requires more than frameworks and plans—it requires trust. Plan A Advisors balances strategic rigor with empathy, supporting nonprofit CEOs and leadership teams as they navigate governance, organizational, and financial challenges.

Rather than offering a single “right” answer, Adam Gaynor describes an approach built on shared experience and choice:

“We share guidance drawn from what we’ve learned from others facing similar challenges… and we always offer more than one path (or ‘strategy’) to pursue.”

Curiosity also plays a central role in Plan A’s consulting philosophy:

“We become deeply interested in the work of each of our clients without pretending that we know their field better than they.” Adam explains.

Using Causey to Turn Plans Into Progress

For Plan A Advisors, strategy only matters if it leads to action. That’s where Causey becomes a critical part of their consulting toolkit.

Causey provides the structure needed to translate high-level strategy into concrete execution—clearly defining responsibilities, timelines, and accountability.

As Adam puts it:

“Causey imposes a rigorous structure on the tactical planning—the ‘who-does-what-by-when-and-how’—that is so essential to the successful implementation of any strategic plan.”

That structure resonates with clients.

“Clients take it seriously: it feels imposing and looks serious… because it is.”

The result is confidence at the leadership and board level.

“A CEO can confidently tell their board at the conclusion of a planning process: ‘We know how to get this done.’”

Helping Nonprofits Trust the Process

Together, Plan A Advisors and Causey help nonprofit leaders move beyond planning fatigue and into disciplined execution. By pairing experienced, empathetic consulting with a platform built for accountability, they empower organizations to follow through on the strategies they commit to.

Evan’s advice to leaders entering a strategic planning process is simple—but powerful:

“Trust the process.”

Looking for Real Change?

When nonprofits are ready for real change, planning has to be taken seriously.

Plan A Advisors works with organizations that are ready to align leadership, commit to a clear path forward, and execute with confidence. If your organization is entering a moment of transition, Plan A offers a thoughtful, disciplined approach designed to help you move from alignment to action.

Mission Met and Causey: A Partnership Focused on Strategic Progress

2025-12-01T00:00:00+00:00

Strategic planning is often where nonprofits start, but not always where they thrive. What separates organizations that continually advance their mission from those that struggle to move plans forward is not inspiration. It is discipline, clarity, and consistent follow-through.

This is where Mission Met has built its reputation.

“I learned that a small group of people, with a great culture, a clear and powerful mission, and a process for executing towards that mission can create tremendous success and change lives.”

— Eric Ryan, Co-Founder, Mission Met

For Eric, this insight began early, long before Mission Met existed, and it remains at the core of the company’s purpose.

Who Mission Met Serves and Why Their Work Matters

Mission Met focuses on small and mid-sized nonprofits that want to build a strategic foundation without overwhelming their teams. These organizations often carry big ambitions while navigating constraints in time, resources, and long-term planning capacity.

Eric’s approach begins by reframing what strategy really is.

“The first thing that comes to mind is to help nonprofit leaders understand that strategic planning is a never-ending process. It’s not a one-time event.”

This mindset shift transforms strategic planning from an intimidating obligation into an ongoing practice that empowers teams and builds confidence.

Why Mission Met and Causey Is a High-Value Combination

Many organizations start with strong intentions but lose momentum once the plan is written. Mission Met helps bridge that gap by embedding habits, rhythms, and practical execution tools, while Causey complements that work by keeping strategy visible and actionable across the entire organization.

Eric points to the CAPE Cycle, Mission Met’s signature planning model, as critical to sustaining momentum:

“Strategic planning success depends upon good leadership and their right mindset. So, if the leaders are dialed in then the momentum takes care of itself.”

Causey becomes the operational backbone for that mindset, ensuring clarity, alignment, and shared responsibility across staff and board.

How Technology Strengthens Strategic Habits

Nonprofits increasingly rely on technology not only to store their plans, but to activate them. Causey provides Mission Met clients with a dynamic platform where goals, metrics, and initiatives stay alive and not buried in a document.

Eric sees technology as a key partner to leaders:

“Tech makes strategic planning more engaging, fun, interesting, and inclusive to a wider audience… Tech can serve as a partner to leaders to create automations and reminders that facilitate accountability towards the plan.”

With Causey, teams can monitor progress, connect day-to-day work with strategic priorities, and celebrate wins as they happen.

A Process That Builds Confidence, Not Complexity

Mission Met’s work is grounded in clarity and practicality. They show nonprofit leaders and boards that strategy can be straightforward and effective, and that progress comes from consistent, thoughtful action.

Eric puts it simply:

“What excites me the most is seeing nonprofit leaders learning just how simple strategy and strategic planning is and can be.”

With Causey supporting that simplicity, nonprofits gain structure, transparency, and the confidence to move forward with purpose.

Mission Met and Causey: Empowering Organizations to Achieve Their Mission

Mission Met brings the facilitation expertise, strategic frameworks, and coaching that help nonprofits build strong planning habits.

Causey provides the platform that turns those habits into daily practice.

Together, we help nonprofit leaders build clarity, momentum, and resilience while ensuring their strategic plans truly drive the mission forward.

Ready to strengthen your strategic planning?

If your nonprofit is ready to move beyond one-off planning sessions and build a strategy execution rhythm that truly lasts, partnering with Mission Met and Causey can help you get there.

By combining expert guidance with a living platform that brings your plan to life, your team can stay aligned, accountable, and focused on what matters most. Explore how Mission Met supports nonprofits with practical, confidence-building strategic planning, and discover how Causey turns those plans into daily action.

Let’s build a strategic practice your team can count on every day, all year, together.

Transforming Strategic Planning: How Ashley|Rountree and Ascension Strategies Use Causey to Drive Social Impact

2025-10-17T12:00:00+00:00

In a world where mission-driven organizations strive to turn bold visions into lasting results, Ashley|Rountree and Associates and Ascension Strategies (ARAS) stand out as trusted partners. Their people-first consulting approach, combined with the transformative capabilities of the Causey platform, empowers teams to cut through tactical confusion, gain clarity, and build strategies that create meaningful, lasting impact.

A Partnership Built on Purpose, Strategy, and Results

Ashley|Rountree and Associates and Ascension Strategies, operating together as ARAS, have formed a strategic partnership to help organizations plan with focus and intention. Through this collaboration, Ascension Strategies leads Ashley|Rountree’s Strategy and Planning Division, guiding nonprofits as they define their vision and move forward with confidence.

By combining Ashley|Rountree’s deep nonprofit understanding with Ascension Strategies problem solving and planning expertise, the partnership expands access to effective planning for organizations of every size. Together, they address the unique needs of nonprofits through a shared focus on clarity, leadership, and measurable results.

Helping Mission-Driven Organizations Lead with Purpose

ARAS is on a mission to elevate the organizations that elevate others. From community-based nonprofits and philanthropic foundations to government agencies and grassroots initiatives, the firm partners with mission-driven leaders working to advance equity, empowerment, and lasting change.

At the heart of their work is a simple belief: when organizations have strategic clarity, inclusive planning, and empowered leadership, real transformation happens. Whether guiding a team through growth, navigating complex change, or redefining a mission, they bring the tools, mindset, and methods that help purpose-driven organizations thrive.

“We love working with organizations that are navigating complexity, scaling impact, or seeking to evolve their mission.”

Turning Complex Challenges into Clear Strategy

Many nonprofits spend so much time managing daily operations that long-term strategy often takes a back seat. ARAS helps change that by guiding leaders and boards to move from tactical decisions to big-picture thinking that drives meaningful progress.

Their “no stone unturned” approach combines critical thinking, organizational alignment, and forward-looking decision-making to uncover the root challenges that shape success. With experience across sectors and a talent for facilitating open, honest conversations, ARAS turns planning into a process that builds clarity, alignment, and enduring results.

“Our ability to shift organizational leaders and board members from tactical thinking to strategic thinking is one of our strongest differentiators.”

Powering Collaboration Through Causey

Partnering with Causey has helped ARAS take their client work to the next level. The Causey platform strengthens every stage of the planning process by:

Streamlining communication through a centralized hub
Enabling real-time collaboration among stakeholders
Bringing key documents, data, and tools together in one accessible space
Increasing transparency and engagement across teams
Building lasting capacity for continued planning and growth

That commitment to clarity extends beyond strategy sessions. Thanks to Causey, it now defines how ARAS collaborates with clients.

“Causey has streamlined communication and increased transparency during planning. It also gives clients long-term access to planning tools and templates, allowing them to revisit and revise their strategies with ease.”

Bringing Strategic Vision to Life: A Client Success Story

In one standout project, ARAS helped a nonprofit bring its strategic vision to life—all within the Causey platform. By capturing the organization’s goals, initiatives, and data in Causey, the team was able to:

Auto-generate branded materials that reflected their mission
Communicate their story with confidence
Attract new funders and partners
Align internal teams around a shared vision

This success story shows how strategy and storytelling, when connected through Causey, can spark real growth.

“That output helped us pursue new funders, expand partnerships, and align our team around a shared purpose.”

Building Lasting Change Together

ARAS isn’t your typical strategic planning firm. What sets them apart is a deep commitment to people, equity, and impact. Their approach blends:

Cross-sector expertise that connects nonprofits, government, and philanthropy
Human-centered design that elevates stakeholder voices
Equity-focused practices that ensure inclusion at every step
Tailored engagements shaped by each client’s culture, challenges, and goals

Rather than delivering static plans, ARAS collaborates with clients to co-create living roadmaps that guide transformation and lasting growth.

“We don’t just write strategic plans; we co-create roadmaps for transformation, growth, and resilience.”

Together, Ashley|Rountree and Associates and Ascension Strategies are redefining strategic planning. They’re not just creating plans; they’re helping mission-driven organizations achieve lasting results through clarity, collaboration, and purpose. Using Causey, they’ve reimagined strategic planning as a living, collaborative process that keeps teams engaged and moving toward meaningful results.

Ready to Create Strategic Clarity and Lasting Impact?

If you’re a nonprofit leader seeking a trusted partner to help you navigate change, scale impact, or redefine your strategy—ARAS is ready to guide the way.

Connect with Ashley|Rountree and Associates or Ascension Strategies to explore a tailored approach to strategic planning.

From Strategy to Action: Turning Library Goals into Real-World Impact

2025-04-14T00:00:00+00:00

Strategic plans shouldn’t gather dust. They should guide action.

That was the core message of a recent webinar hosted by Mugo Web’s Bethany Morse, featuring Ricky Chilcott, co-founder of Causey, strategic planning software built for nonprofits and libraries. Together, they tackled one of the biggest issues facing libraries today: moving from good ideas to meaningful implementation.

The Hidden Killer of Strategic Plans

The number one reason strategic plans fail? Mindset.

“Too often,” Ricky explained, “strategic planning is treated as an event—something that happens every three to five years. But the reality is, strategy should be ongoing.”

Without sustained attention, even the best plans fade into irrelevance. That’s why Ricky emphasized the importance of treating strategy as a continuous cycle, not a once-and-done activity.

The CAPE Cycle: A Practical Planning Framework

Mission Met’s CAPE Cycle offers a simple structure that libraries can adopt today:

Champion – Appoint internal champions who consistently drive the plan forward.
Assess – Gather input from patrons, staff, and stakeholders to understand where you are and where you want to go.
Plan – Create focused goals with clear action steps.
Execute – Commit to doing the work, evaluating progress, and celebrating success.

This cycle moves strategy from shelf to action. And it’s flexible—some libraries report monthly on their goals; others revise plans quarterly or annually. The key is consistency.

Structuring a Plan That Drives Results

Effective plans contain two key components:

The Compass – Mission, vision, values, and top-level priorities that guide decisions when resources are tight.
The Actions – Focus areas (like outreach or tech access), goals, and specific tasks—with champions assigned for each.

Short-term goals are often more practical than long-term initiatives, especially for smaller libraries. “Don’t get stuck trying to predict the future,” Ricky noted. “Set a goal for the next six months and start making progress.”

Your Website: A Powerful Strategic Tool

Bethany brought real-world examples showing how digital tools—especially websites—can make or break implementation:

1. Reaching Underserved Populations

The GoLibrary initiative in Alberta helped Indigenous community members easily register for a library card online and access services immediately via email and SMS. It was simple, effective, and removed friction.

2. Increasing Program Participation

Delaware County Libraries embedded:

A homepage event feed across all branches,
Frictionless online registration with automated reminders,
And a powerful digital resources page with filtering tools.

This made discovery easy and engagement higher.

3. Maximizing Meeting Room Use

East Gwillimbury Library streamlined online meeting room bookings. In just six weeks, room usage jumped by 87%, all without new construction—just by making existing spaces more accessible.

“Sometimes the most powerful change isn’t building something new,” Bethany said, “but making it easier for people to use what you already have.”

From Vision to Reality

Strategic planning is only valuable if it leads to action. The CAPE Cycle gives your team structure. Your website gives your goals reach. And a commitment to continuous learning keeps your plan alive.

Whether you use Causey or a spreadsheet, what matters most is adopting a mindset of ongoing execution.

The end goal? A library that doesn’t just talk about impact—but achieves it.

Spreadsheets Are Better Than a Bookshelf—But Not by Much!

2025-01-22T00:00:00+00:00

We’ve all seen it: that shiny new strategic plan sitting on the shelf, collecting dust. You know the one—the plan that everyone was excited about when it was created but somehow never gets executed. It’s easy to get caught up in the excitement of planning, but without the right tools, even the best strategy can end up gathering cobwebs.

We use spreadsheets and documents for collaboration just like your organization. Sure, they work for the basics, but when it comes to strategic planning, they just don’t cut it. My guess is you also have a strategy tracking spreadsheet taking up storage space on your computer, just like a strategic plan on a bookshelf.

That’s why we created Causey—a strategic planning platform built for nonprofits. Spreadsheets and other generic tools just aren’t built for strategic planning. Causey is! It’s packed with features designed to not only help you create a plan but also make sure you actually execute it like a pro. Keep reading to find out how Causey can take your strategic planning from meh to marvelous.

Why Causey is a Total Game-Changer

Super User-Friendly: No one wants to spend hours learning new software. With Causey, you can start creating your strategic plan in just 10 minutes—yep, no steep learning curve. It’s that easy.

Expert Help When You Need It: Spreadsheets don’t come with a team of experts to guide you, but Causey does! Get access to strategic planning guidance embedded into the software to help you every step of the way. Causey also comes with templates, examples, and even a full strategic planning course to help you craft mission statements, goals, and action plans. No guesswork required.

Time-Saving Magic: Causey automates reminders and generates reports, so you don’t waste time on tedious tasks. You can focus on what really matters—getting things done!

Accountability Made Easy: Keeping your team on track is a breeze with Causey. Unlike other tools that leave accountability to chance, Causey makes it simple to assign and track tasks and ensures everyone stays on target.

Project Management, Reimagined: Forget clunky project management software. Causey has timeline charts, calendar integrations, and all the tools you need to stay organized and on top of deadlines.

Measuring Progress: In Causey you can tie your goals directly to key metrics, so you know exactly where you stand.

No More Messy Spreadsheets: Keep your plan organized and accessible with Causey. Our template keeps your strategic plan neat, tidy, and easy to access and includes dedicated storage to keep related documents organized.

Built for Nonprofit Professionals Like You

Causey isn’t just another tool from big tech for corporations—it was created specifically for small and medium-sized nonprofits. With its user-friendly design and nonprofit-focused features, you’ll be able to create and manage strategic plans that actually align with your team’s goals.

Turn Your Plan Into Action

Don’t stop at making a plan—keep going to make those plans happen. Causey bridges the gap between strategy and execution, boosts collaboration, and keeps everyone accountable, so your team can focus on what they do best: achieving your mission.

Ready to simplify your planning? Start your free trial atwww.causey.app and see how Causey can help you turn your plans into action.

Discontinuing the Monthly Strategy Meetups for Causey Clients

2025-01-06T00:00:00+00:00

As you may know, each month for the last few years we’ve offered a free one-hour “Strategy Meetup” over Zoom for our Causey software clients to connect with our consultants and address strategic questions. We’ve enjoyed these sessions—hearing your challenges, sharing insights, and building relationships with you.

After much reflection, we’ve decided to discontinue these sessions. The sessions were sparsely attended, with no clients showing up for around half of the sessions. Further, we believe we can provide even better support in other ways.

Going forward, you can reach out to us for individual support as follows:

Causey-related Technical Questions and Support: email help@causey.app
Strategic planning-related Questions and Support: email or call your consultant or email admin@missionmet.com to get connected with a consultant

In addition, we plan on strengthening our suite of free or low cost resources for you on our Causey website.

Thank You!

Thanks to everyone who joined us during a meetup. We will continue to be here to help your organization achieve its strategic goals in impactful ways. Drop us a line if you have a question—we’d love to hear from you!

Onward into 2025

December 2024 Features Announcement

2024-12-10T00:00:00+00:00

We’re thrilled to announce the latest updates to Causey including:

Select custom date ranges in Reports
Quickly add Metrics directly from your plan
Adjust groups of dates on your plan
Actions view will help you focus on assignments for you and your team
Add comments to most elements on your plan

Read on to learn more about how these features are designed to save you time, streamline your work, and enhance team collaboration.

1. Flexible Reporting Options

You asked, we delivered! In addition to pre-defined reporting options like “This Month” or “Last Year,” you can now generate reports across any set of dates and on any plan for your organization, not just the active plan.

Learn more about Reports.

Why it matters: Tailor your data to meet your exact needs—whether it’s preparing for a board meeting or reviewing a specific campaign timeline, this flexibility puts you in control.

2. Quickly Add Metrics

Need to add a new metric while working on your plan? No problem! Select the “Create one now” link on add or edit forms to jump straight to the Add Metric page.

Check out the basics about using Metrics.

Why it matters: Keep your momentum going by adding metrics on the fly without breaking your workflow.

3. Adjust Dates with Ease

Updating timelines just got easier. Now you can adjust dates for all goals within a Focus Area in one step.

Learn more about how to adjust dates on your plan.

Why it matters: Save time by editing multiple goals at once—no more manual updates for each one!

4. Actions View: Focused Task Management

Meet our new Actions View—a game-changer for team focus and productivity:

For team members: Quickly see only your assigned goals and tasks.
For managers: Monitor task progress as team members check off completed items.
For contributors: Score your goals directly from the Actions View without losing focus.

Learn more about Actions.

Why it matters: Stay organized, reduce distractions, and ensure accountability across your team.

5. Comments for Seamless Collaboration

Excuse our bias, but this is one of our favorite features to date! Collaborate with your team directly in the Strategy application by adding comments to compass elements, focus areas, goals, and action items.

Learn more about Comments.

Why it matters: Keep everyone aligned with discussions and feedback all in one place—no more searching through emails or chats.

Ready to explore these features?

Thank you for being a valued Causey user. We can’t wait to hear how these new features make your strategic planning process even better!

All the best as we head into a new year,

Causey to Attend Pennsylvania Library Association 2024 Annual Conference

2024-09-11T00:00:00+00:00

We are excited to announce that Causey will be attending the Pennsylvania Library Association (PaLA) 2024 Conference in Harrisburg, PA, from October 6-9. The PaLA Conference offers the most comprehensive opportunity for members of the Pennsylvania library community to learn from leaders in the profession, experts in related fields, as well as from each other.

Causey, a leading strategic planning execution software, is designed to empower organizations to translate their visions into actionable, measurable plans. We understand the challenges libraries face, from adapting to evolving community needs to managing limited resources, and we’re here to help libraries succeed with efficient, effective planning tools.

Come Visit Us at Booth 77

Stop by booth 77 to learn how our platform can streamline strategic planning for libraries. You’ll discover how Causey helps track progress, engage stakeholders, and achieve long-term goals. Copies of our book, Mission Met: Proven Strategic Planning Guidance to Help You Build a Financially Secure and Impactful Nonprofit, will also be available.

Join Our Workshop Session

We’re also thrilled to be hosting a workshop session, *How To Maximize the Value of Your Strategic Plan***, on October 8 at 10:10 AM.** This session will offer practical insights into how libraries can fully leverage their strategic plans to drive meaningful change and enhance their community impact. This session will offer valuable guidance in taking your plan to the next level.

Are you a library professional with insight into strategic planning? We’d love to hear it! Please take this quick survey to answer a few questions about the challenges you’ve faced in strategic planning, how it can be fun, and how to make the most of a strategic plan.

We can’t wait to see you at the 2024 PaLA Conference. Together, let’s empower libraries and cultivate stronger communities!