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Action Planning Logo

  • WE START FROM WHERE YOU ARE NOW

    There are many stages on an organisation’s journey, where there are decisions to be made, obstacles to be overcome. We understand your challenges, and have the people, skills and experience to help you on your way.

    What we do

Action Planning is a community of consultants serving the charity & NOT-FOR-PROFIT sector.

Fundraising & strategy support from Charity Consultant experts

Action Planning gives you access to a community of charity consultants with a wide range of specialist not-for-profit expertise such as strategists, advisors, fundraisers, bid-writers, planners, marketers, researchers, recruiters, mentors, coaches, trainers, facilitators to name a few. What unites us is all working together to help organisations like yours achieve your mission.

We have the experience and in-depth knowledge of your sector, and a range of disciplines to offer thoughtful insight and analysis from an independent perspective. We can work with you to help identify the problem, and assign one of our specialists to help you find the right solution with insight, imagination and integrity.

Fundraising MOT White Paper
Charity Consultants - The Action Planning Team

150+

expert consultants

Meet our multidisciplined team

30+

years experience

See our unique credentials

Tangible

results

Read our case studies

CHOOSE YOUR ROUTE

As your critical friend, we deliver a comprehensive range of valuable, cost-effective, integrated services that increase impact and effectiveness.

GOVERNANCE & STRATEGY

Achieve alignment in your leadership

Develop your Trustees’ knowledge and skills

Plot your strategy and business plan

Pull together outside the workplace

Know your risk

Find out more

FUNDRAISING & MARKETING

Invigorate your fundraising strategy

Tackle big fundraising challenges

Build fruitful donor relationships

Increase your bid writing success

Help donors meet their desire to give

Reach your supporters

Know who you are talking to

Be recognised

Make your comms engaging and compelling

Broaden your market online

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PEOPLE & PERFORMANCE

Recruit a leader

Find an interim manager

Learn something new

Show the difference you’re making

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How do we grow our small charity?

How do we grow our small charity?

we can help

Developing Faith-Fuelled Fundraising & Marketing

Developing Faith-Fuelled Fundraising & Marketing

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Invest in Training tailored to you

Invest in Training tailored to you

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How to be the inventor of your own future


How to be the
inventor of
your own future

What future would you invent for your beneficiaries, and/or your organisation? What dreams might you dream? And what might you achieve if you did?

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Preparing for the Employment Rights Bill: Top 10 Priorities for Employers in 2025


Employment Rights Bill: Top 10 Priorities for Employers in 2025

The Employment Rights Bill, set to take effect over the coming months, heralds a sea change in UK employment law. In this article I have highlighted the main areas of focus for charities.

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Public Relations – a nice to have or a fundamental piece of your armoury


Public Relations – a nice to have or a fundamental piece of your armoury

Public relations (PR) or communications is perhaps one of the least understood of marketing disciplines. Often dismissed as a rather ‘fluffy’ nice to have, PR is, in fact, one of the most critical functions for a 21st century not-for-profit.

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Making a difference for those who make a difference

VIEW OUR CASE STUDIES

  • Working with Action Planning was an enriching experience for me and the team. We gained valuable knowledge and insights and underwent some extremely useful self-examination, which delivered a strengthened position for my service and our future plans.

    NORMA SPARK, BUSINESS LEAD, EVERY CHILD PROGRAMME, LONDON BOROUGH OF NEWHAM

  • I was absolutely happy with the service we received from Action Planning. The way the workshop was handled was very good. You threw in a few hand grenades and made us think hard about what we needed to do.

    DAVID WISDISH, TRUSTEE, HIGHWAY TRUST

  • Our relationship with Action Planning goes back many years and during my time here we have worked together on a number of projects. Outsourcing and having Hayley assigned to our benchmarking exercise again this year has saved a lot of time. Knowing she will conduct the exercise in a professional and timely manner, offers great peace of mind.

    PORTIA BORRETT, HEAD OF HUMAN RESOURCES AND OFFICE MANAGER, AID TO THE CHURCH IN NEED

  • “I really enjoy working with Tracy – she’s very dynamic and clearly has a wealth of experience – and also with Natasha and Esmee. What we needed across the board was a consistent approach to managing direct reports and the Introduction to Line Management Programme has really helped with that.”

    ALISON FULLER, SENIOR PEOPLE TEAM OFFICER, SHAREACTION

    Read the case study >

  • I was really happy across the board with the service we received from Action Planning. It’s not often that we get together and think about things in that structured way. The whole process has been a really positive one and David’s report is already impacting on what we’re doing.

    DEBBIE HUGHES, CEO, LIVING WITHOUT ABUSE

    Read the case study >

  • “We had been considering who should do our rebranding and were very impressed with Action Planning. We loved the quality of their work. They have the breadth of experience to do the whole job, from A to Z.”

    JOLITA PATON, EUROPEAN DIRECTOR, MIDDLE EAST MEDIA

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Laying an ambitious road to net zero

Laying an ambitious road to net zero

read our case study