Purpose-Built Strategy
and Operations
for Outsized Impact

We partner with organizations across philanthropy, education, and government to design the strategies, structures, and systems needed to navigate complexity, scale programs, and deliver measurable impact.

Let's Work Together

Who We Are

The Planneris Group is a strategy and operations consulting firm helping organizations build clarity, strengthen systems, and deliver meaningful results.

We work at the intersection of purpose and performance, guiding leaders in philanthropy, education, and government to align mission with tangible progress.
Our work is rooted in empathy, rigor, and executional excellence, turning complexity into clarity and ideas into lasting outcomes.

Our Areas of Focus

We focus where mission meets scale.
Funders are redefining how impact is achieved, educators are reimagining systems of learning, and public institutions are shaping new models of service and accountability.

We help leaders bring structure to this complexity by designing strategies and systems that lead to results and lasting change. We help leaders bring structure to this complexity by designing strategies and systems that lead to results and lasting change.

Social Impact & Philanthropy

We partner with foundations, nonprofits, social enterprises, and purpose-driven companies to translate mission into outcomes that matter. Our work spans strategic planning, grantmaking effectiveness, capacity building, and impact measurement, helping funders and changemakers align purpose with performance and strengthen the systems that drive their work.

Education

We work with schools, universities, and learning organizations to strengthen leadership, improve operations, and advance student success. From organizational strategy to capacity building, leadership alignment, and change management, we help education systems adapt, grow, and deliver on their promise to learners and communities.

Government & Public Sector

We advise government agencies and public institutions on strategies that enhance efficiency, accountability, and progress.
Our support includes operational assessments, process redesign, change management and program management frameworks that enable leaders to deliver equitable, transparent, and lasting results for the people they serve.

The Planneris Advantage

We believe strategy only matters when it’s built to work.
We combine insight with operational discipline, working alongside our clients as collaborators to move from vision to execution with confidence.
Our approach is guided by empathy, transparency, and accountability, helping organizations navigate complexity and deliver lasting impact.

Our Guiding Principles

Purposeful Collaboration
Empathy at every step

Principal Decision Making
Integrity in every action

Transparent Communication
Clarity that drives success

Accountability in Action
Delivering results, not promises

Sustainable Growth
Building for the future

Disciplined Execution
Rigor where it matters.

Voices from our Partners

“Working with The Planneris Group has been an absolute joy. Their professionalism, depth of insight, and attention to detail go above and beyond expectations. From developing impactful training programs to crafting competitive RFPs, they have consistently delivered excellence. Planneris is smart, thoughtful, and reliable, a trusted partner and a true asset to any organization.”

Jacquie

President, JMG Connects

“Partnering with The Planneris Group was one of the best decisions we made as an emerging CPG brand. Their guidance helped us refine our business model, strengthen operations, and alignin our grant preparation process. The strategy sessions were packed with clarity and practical insight, allowing us to grow with confidence. ”

Carmen

Co-Founder, Golden Palm Foods

“The Planneris Group has been a steady and strategic force during a critical phase of our growth. Their leadership brought structure to our operations, clarity to our investor communications, and momentum to cross-functional initiatives. They know how to ask the right questions, synthesize complexity, and move projects forward. The kind of partner every leadership team hopes for.”

Pelkins

CEO, CassVita

Let’s Build Clarity and Progress Together

Whether you’re advancing community outcomes, strengthening institutions, or scaling programs for public good, The Planneris Group helps you build the strategy and operational systems that turn vision into real progress.  

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