

Grant Strategy and Narrative Design: Empowering a Mission-Driven Food Brand to Win State Funding
Golden Palm Foods, a mother and daughter–owned African pantry brand, partnered with Planneris to craft a compelling grant application that highlighted their community impact, sustainable sourcing, and economic empowerment model. The collaboration led to a successful award from the State Forty Eight Foundation, positioning the brand for accelerated growth and deeper market reach.

Impact Measurement Study: Empowering Growth for Black-Owned Businesses
A leading nonprofit accelerator partnered with Planneris to evaluate the real-world impact of its curriculum for Black-owned startups. The findings not only strengthened program outcomes but also unlocked $30,000 in new funding to expand alumni support.

Compensation Analysis Study: Advancing Pay Equity for a Multi-Million-Dollar Nonprofit
A multi-million-dollar nonprofit partnered with Planneris to uncover pay gaps, regional disparities, and market misalignments across 34 roles. The findings led to a targeted pay adjustment strategy that strengthened equity, reduced retention risk, and aligned compensation with mission and market.

Product Portfolio Optimization Study: Unlocking Customer Insights for a Leading Home Goods Brand
A leading home goods brand partnered with Planneris to uncover which product attributes and SKUs drove the greatest customer value. The resulting insights transformed how the company invests in its assortment strategy, leading to stronger alignment, deeper customer engagement, and smarter growth.

Designing a Cohesive Learning Ecosystem: Transforming Corporate Training for a Human Capital Consulting Firm
Faced with inconsistent and outdated training materials, a leading consulting firm partnered with Planneris to overhaul more than 30 modules across leadership, compliance, and DEIJ. The result was a cohesive, brand-aligned learning ecosystem that deepened engagement, strengthened delivery, and scaled the firm’s impact across corporate audiences.

RFP Development and Proposal Strategy: Helping Mission-Driven Firms Win and Scale
When a human capital consulting firm faced a series of complex public-sector RFPs, they partnered with Planneris to overhaul their proposal strategy and internal workflows. The result was a streamlined, compliant process that improved win rates, secured high-stakes shortlistings, and turned RFPs into a catalyst for strategic growth.

Strategic Advisory and Operational Acceleration: Chief of Staff Support for a High-Growth AgTech Startup
To navigate rapid growth and operational complexity, a high-growth AgTech startup partnered with Planneris for fractional Chief of Staff support. The engagement extended the CEO’s leadership capacity, streamlined decision-making, and laid the foundation for scalable systems, investor readiness, and cross-functional alignment.

Curriculum Design for Clinical Excellence: Onboarding Framework for a Community Health Network
A fast-growing community health network partnered with Planneris to design a standardized onboarding curriculum for new clinical staff across 12 locations. The result was a scalable, human-centered training framework that reduced ramp-up time, improved compliance, and enhanced care consistency system-wide.
Planneris Case Studies
See how Planneris partners with clients to solve complex challenges, drive transformation, and deliver measurable results.

Grant Strategy and Narrative Design: Empowering a Mission-Driven Food Brand to Win State Funding
Golden Palm Foods, a mother and daughter–owned African pantry brand, partnered with Planneris to craft a compelling grant application that highlighted their community impact, sustainable sourcing, and economic empowerment model. The collaboration led to a successful award from the State Forty Eight Foundation, positioning the brand for accelerated growth and deeper market reach.

Impact Measurement Study: Empowering Growth for Black-Owned Businesses
A leading nonprofit accelerator partnered with Planneris to evaluate the real-world impact of its curriculum for Black-owned startups. The findings not only strengthened program outcomes but also unlocked $30,000 in new funding to expand alumni support.

Compensation Analysis Study: Advancing Pay Equity for a Multi-Million-Dollar Nonprofit
A multi-million-dollar nonprofit partnered with Planneris to uncover pay gaps, regional disparities, and market misalignments across 34 roles. The findings led to a targeted pay adjustment strategy that strengthened equity, reduced retention risk, and aligned compensation with mission and market.

Product Portfolio Optimization Study: Unlocking Customer Insights for a Leading Home Goods Brand
A leading home goods brand partnered with Planneris to uncover which product attributes and SKUs drove the greatest customer value. The resulting insights transformed how the company invests in its assortment strategy, leading to stronger alignment, deeper customer engagement, and smarter growth.

Designing a Cohesive Learning Ecosystem: Transforming Corporate Training for a Human Capital Consulting Firm
Faced with inconsistent and outdated training materials, a leading consulting firm partnered with Planneris to overhaul more than 30 modules across leadership, compliance, and DEIJ. The result was a cohesive, brand-aligned learning ecosystem that deepened engagement, strengthened delivery, and scaled the firm’s impact across corporate audiences.

RFP Development and Proposal Strategy: Helping Mission-Driven Firms Win and Scale
When a human capital consulting firm faced a series of complex public-sector RFPs, they partnered with Planneris to overhaul their proposal strategy and internal workflows. The result was a streamlined, compliant process that improved win rates, secured high-stakes shortlistings, and turned RFPs into a catalyst for strategic growth.

Strategic Advisory and Operational Acceleration: Chief of Staff Support for a High-Growth AgTech Startup
To navigate rapid growth and operational complexity, a high-growth AgTech startup partnered with Planneris for fractional Chief of Staff support. The engagement extended the CEO’s leadership capacity, streamlined decision-making, and laid the foundation for scalable systems, investor readiness, and cross-functional alignment.

Curriculum Design for Clinical Excellence: Onboarding Framework for a Community Health Network
A fast-growing community health network partnered with Planneris to design a standardized onboarding curriculum for new clinical staff across 12 locations. The result was a scalable, human-centered training framework that reduced ramp-up time, improved compliance, and enhanced care consistency system-wide.