Case Study

Setting strategic direction and developing the operating system an evolving organization could run on.

Innovate Public Schools·Advisory·California
8
Planning and governance deliverables built
From a renewed mission, vision, and core values through OKRs, org structure, a decision rights framework, and a living operational plan.
6
Functional pillars in the redesigned org structure
Organizing & Strategy, People & Operations, Finance & Impact, Equity & Learning, Partnerships & Training, and Advancement & External Relations.
3+yrs
Still in active, expanding use
The decision framework and operational plan were still being used and updated as Innovate grew into new regions, years after they were built.

A theory of change means little without an operating system built to carry it. Innovate needed decision rights, an operational plan, and a meeting cadence that could hold up across a growing, multi-region team, not just at headquarters.

Mike Montoya, Founder and CEO, Stronger Consulting
The Challenge

Informal norms that no longer scaled

Innovate Public Schools, a California power-building organization that helps parents and families organize and advocate for higher-quality schools, had grown into a multi-region operation, including Los Angeles, San Jose, the Peninsula and San Francisco, and a statewide program, without the shared mission clarity, org structure, or decision-making systems to match. Leadership had relied heavily on individual relationships and informal norms to get things done, a workable model at a smaller scale but a growing risk as Innovate expanded into new regions and took on a more ambitious agenda.

First
No shared theory of change.

Staff and board had not aligned on a renewed mission, vision, and core values, or the strategic priorities flowing from them, leaving different teams sometimes working from different assumptions about the organization’s purpose and direction.

Then
No clear decision rights across a growing footprint.

As Innovate expanded into new regions, there was no documented framework for who recommends, decides, and is informed on org-level and regional decisions, leaving national and regional teams without a consistent way to align.

Also
Reliant on people, not systems.

Plans and progress monitoring lived in individual staff members' heads and ad hoc check-ins rather than in a shared operational plan, org structure, or meeting cadence, exactly the kind of dependency the organization needed to reduce as it grew.

The Approach

The Stronger approach

First
Facilitated the strategic planning and theory of change process.

Led a multi-month, staff- and board-inclusive process to articulate a renewed mission, vision, belief statements, and core values, and to set the strategic priorities and OKRs flowing from them.

Then
A redesigned org structure and RAPID decision framework.

Defined six functional pillars spanning the organization and built a RAPID decision-rights matrix spelling out who recommends, decides, and is informed across org-level strategy, regional campaigns, staffing, and finance.

Next
A living operational plan and meeting cadence.

Built a shared operational plan, tracked by initiative, owner, start date, and due date, and defined a recurring meeting structure, including strategic progress monitoring, programmatic strategy, alignment and tactical, all-staff, and quarterly step-back meetings, to keep the organization accountable to its OKRs on an ongoing basis.

The Outcomes

What Innovate gained

A renewed mission, vision, and values
Innovate adopted updated mission, vision, belief, and core values statements, giving staff, board, and regional teams a shared answer to who the organization is and why it exists.
Clear decision rights across a multi-region organization
The RAPID framework gave the board, CEO, regional leadership, and functional directors a documented answer for who recommends, decides, and is informed on org-level and regional decisions, reducing ambiguity as Innovate scaled into new regions.
A living operational plan still driving the work years later
Rather than a one-time plan, Innovate adopted an ongoing operational plan, tracked by initiative owner and milestone, that remained active and updated as the organization’s regional footprint grew.
A defined meeting cadence built for accountability
A recurring structure of strategic progress monitoring, programmatic strategy, alignment, and tactical, all-staff, and quarterly step-back meetings gave leadership a consistent rhythm for checking progress against OKRs and the operational plan, replacing ad hoc check-ins.

A growing mission needs more than a plan. Innovate Public Schools now has the decision rights, operational plan, and meeting rhythm to run as a system, not on any one person’s memory.

Is your organization ready for its next chapter?

Stronger Consulting partners with mission-driven organizations to turn complex challenges into clear, practical action, from strategy through implementation.

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