From Alignment to Action: Plan A Advisors and Causey

Photo of Joana Constantino Joana Constantino

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.


Meet the author

Joana Constantino

Joana Constantino

Causey Support

(740) 561-1361 ext

Joana Constantino is a storyteller at heart with a background in sales and marketing. She’s passionate about helping good ideas run smoothly and making sure no email goes unanswered. When she’s not coordinating projects or keeping things on track, she can usually be found with a cup of coffee in hand, writing everything from detailed reports to scribbled notes for friends and family.

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