How we helped a major professional society align its strategic goals to operations


A major professional society needed a way to organize its annual strategic plan in a way that revealed progress in meeting the needs of its members and industry. The client also wanted to align its plan with operational programs and foster cross-department collaboration. Transparency to the board was another critical need.


Professional Society




Mod Op Strategic Consulting helped the client to organize its operations into a half-dozen strategic portfolios that cross department lines. We helped the organization to analyze which programs and services must change to conform with the new plan and brought a new cloud-based tool for tracking progress of our client’s goals for the society.


The client has used a mission-based strategic plan with thematic portfolios since 2017. Each portfolio tracks progress on 3-4 annual strategic goals that are specific, measurable, achievable, relevant and timely (SMART). The client also now measures progress on Key Performance Indicators (revenue, expenses, engagement, etc.).

“Mod Op Strategic Consulting used their extensive operational experience to provide us with highly actionable guidance and delivered on-time and on-budget results. They were a great partner to work with, and I’m certain that I will engage them again for future projects.”

– EVP and Chief Product Officer