Strategy & action planning
Clear direction. Realistic priorities. Meaningful, sustainable change.
Every organisation can articulate “commitments” but strategy and action planning is where commitments turn into practical, achievable steps.
We support organisations to develop equity-driven, realistic and measurable strategies and action plans that align with lived experience, workforce insights, regulatory expectations and organisational capacity.
Our approach makes strategy simple, structured and achievable.
A focused, practical action plan that gives clarity on what to do next, without building a full strategy.
What's included:
Review of key documents, current commitments and existing work
Light-touch assessment of risks and opportunities
Identification of priority action areas (3–6 month horizon)
Mapping of actions to impact, feasibility and organisational capacity
Short-term accountability structure
60–90 minute planning session with HR/EDI leads
Concise EDI Priority Action Plan (PDF), ready to share with SLT/Board
EDI Strategy lite: Priority action plan
Perfect for organisations who need immediate direction and clear priorities but don’t have capacity for a full strategic programme.
Organisational purpose:
Fast clarity on “what needs to happen next”
Ideal after a rapid audit or early-year review
Low time commitment for busy teams
Helps plan for all Quarters
Supports Board/Trustee assurance processes
Aligns with limited budgets
Great for organisations beginning their EDI journey
Timeline
Approx. 3-4 weeks.
This full programme is suitable for organisations seeking a structured, measurable and credible strategic approach grounded in evidence, lived experience and sector standards.
What's included:
Full review of existing EDI work, commitments, policies and culture
Analysis of sector-specific expectations, compliance and risk areas
Integration of audit findings, workforce data and organisational priorities
Stakeholder engagement (listening sessions, interviews or surveys if applicable)
Development of key themes, strategic pillars and outcomes
Creation of a detailed multi-year Action Plan
KPIs, milestones and ownership structure
Measurement and evaluation framework
Resource and implementation considerations
Presentation to SLT/Board/Trustees
Optional implementation advisory support
Comprehensive EDI Strategy & action plan
A deep, evidence-informed strategy and multi-year action plan aligned to organisational priorities, culture, capacity and sector expectations.
Organisational purpose:
Provides a roadmap that SLT and Boards can confidently approve
Aligns EDI priorities
Creates an achievable plan grounded in capacity and realistic timelines
Supports sector governance and reporting requirements
Enables meaningful, sustainable organisational change
Gives clarity and direction after audits or culture reviews
Timeline
Approx. 8-16 weeks.
Our approach to strategy work
Our strategy development is:
Evidence-Informed
Grounded in best practice, current research and sector expectations.
Trauma-Informed & Human-Centred
We design processes that feel safe, meaningful and culturally aware.
Realistic & Achievable
Plans are shaped around your actual capacity — avoiding overwhelm.
Action-Oriented
Every strategy includes clear steps, responsibilities and practical milestones.
Sector-Aligned
We adapt to the specific needs and governance requirements of:
Local Authorities, NHS Trusts, Housing Associations, HE/FE, Charities and Arts Organisations.
Designed to Reduce Pressure
We take on the thinking, structuring and planning, so your teams don’t have to.
Who is this designed for?
Organisations unsure where to start with EDI
Leaders needing clear direction for the next 12–36 months
Teams needing an achievable, realistic and structured roadmap
Organisations responding to review findings or culture challenges
Organisations preparing for regulatory, quality or governance review
Charities and public bodies with overstretched teams
Boards requiring a credible plan for accountability
Ready to start?
If you would like to explore a priority action plan or a full EDI strategy programme, you can get in touch using the button below.