The new executive director of a refugee services agency needed to develop a new strategic plan during a tough economic environment. More than 50% of the staff had come onboard after the last plan was developed, and most had no previous planning experience. The goal was to be more aspirational, yet scalable so that the strategic directions could remain relevant across various economic conditions. We designed and facilitated a highly interactive process led by the senior leaders which would engage all staff members. Input was gathered from the board, staff, funders, strategic partners, and clients. The plan articulated a comprehensive set of desired outcomes, a clear theory of change, comprehensive strategies, and related actions to achieve those outcomes – including program integration and inter-agency partnerships. The plan, which resulted in a high degree of buy-in from board and staff, and favorable feedback from donors, was an excellent tool for fundraising.