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Strategy & planning

When you know change is needed but aren’t sure where to start, we help you build a clear, confident path forward.

This could mean setting a vision, defining priorities, building a business case, or shaping a technology roadmap that gets internal buy-in and delivers real progress.

Strategy

Strategy and digital
roadmapping

We help you align your digital plans with your organisation's goals and capabilities.

  • Clarify your priorities and gaps
  • Build a phased roadmap based on budget and impact
  • Engage internal stakeholders and secure buy-in

Output: a clear, strategic direction you can act on with confidence.

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Stakeholder engagement and
business case development

We bring teams together and create buy-in for digital change at every level.

  • Facilitate collaborative workshops across teams and leadership
  • Shape compelling messaging for boards and governance
  • Define measurable outcomes and build a case for investment

Output: a realistic, board-ready plan supported across your organisation.

Current state audit and
future needs assessment

We help you understand where you are today and what it will take to get where you want to be.

  • Review systems, data and integrations
  • Assess opportunities around automation, analytics and AI
  • Define your future state and the steps to get there

Output: a strategic foundation for procurement, planning or funding. Define future state needs and readiness (including AI).

Discover our data support, including data assessment
Explore our AI insights, resources and community

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Our team was in a peak period of busy and Hart Square was there to keep the project on track and get us to our deadline as planned. I think we would be in a very different place now without their involvement.

Andrea Ramsay, Project Sponsor and Director of Operations, YEF

What this looks like in practice

Youth Endowment Fund: Automation and delivery under pressure

The Youth Endowment Fund needed to replace fragmented systems, high manual workloads and limited ability to track interactions. Hart Square worked with YEF to produce a business case and strategic roadmap, gather requirements, and select the right technology partner before managing implementation of their grant-making CRM.

Results

  • Automation of multiple grant rounds
  • Improved workflows
  • Intuitive system use
  • MVP go-live in under 6 months.

Read the full case study

Hart Square’s support, professionalism and enthusiasm meant we got to a product that works for us and is well set up to keep improving.

Edward Cook, Project Lead and Head of Operations, YEF