Strategic Plan

Updated, July of 2023
Execution intended through December of 2025

SetPath is an organization dedicated to guiding young adults to discover purpose, hope, and direction through life planning and mentorship. Our strategic plan, updated in July of 2023, drives and articulates the organization’s goals, objectives, and strategic bets to operationalize between now and the end of 2025. With a clear vision in mind, we have identified three overarching goals that will frame our efforts, supported by specific, measurable objectives designed to bring about meaningful change and create a lasting impact in the lives of the people we serve.
Our strategic aim is to unlock and proliferate the transformative power of mentorship, belonging, and life planning for young adults. By aligning our strategy with the needs and aspirations of young adults and the communities they inhabit, we set conditions for mission effectiveness. In the following pages, we will outline three goals with supporting objectives and strategic bets that will direct our effort and measure our progress. Join us as we embark on this exciting journey and SetPath towards a future where every young adult can navigate life’s challenges, discover their purpose, and embrace a hopeful and fulfilling future.


This strategic plan is built to empower our board, staff, volunteers, and giving partners to achieve three goals. The structure of the plan positions goals as our desired end state or the effect of these strategic efforts and provides an organizing framework for subordinate objectives and bets. Strategic objectives are the specific, measurable work effects that must be accomplished in order to realize the larger strategic goal. Strategic bets are similar to objectives but carry a more inherent risk of failure as well as the potential for significant mission reward.
As an organization, we will commit time, money, and talent, to these goals, objectives, and strategic bets. This plan is written assuming that appropriate, additional resources will be procured to accomplish the plan. This plan is not intended to be inappropriately burdensome to SetPath employees or volunteers. We recognize that not all efforts will yield our desired result, and we accept that likelihood as an appropriate cost for the benefits we seek on behalf of those we serve. We will regularly monitor and adjust this plan and remain prepared to pivot or change course if circumstances demand.

SetPath Mission

Guide young adults to discover purpose, hope, and direction through life-planning and mentorship.

Goals, Objectives & Strategic Bets

Goal 1: Scale

  • Strategic Bet 1.1: Hire and retain high-quality staff so that the strategic plan effects are realized and the mission thrives.
  • Objective 1.2: Deploy the Board of Directors for focused mission engagement on service growth, strategy, and fundraising so that the organization fully benefits from each director’s skills, experiences, and personal and professional networks.
  • Objective 1.3: Formalize and focus a limited set of program channels so that partners within each channel experience the highest levels of service and enjoy transformational outcomes.
  • Objective 1.4: Develop and implement a dynamically scaling Staff Guide system taking advantage of full-time staff, part-time staff, and contractors so that planner demand is met and waitlists are kept to a minimum.
  • Objective 1.5: Research, develop, and implement fee for service models throughout the organization so that planners can continue to enjoy free life plan and mentorship services.

Goal 2: Learn

  • Strategic Bet 2.1: Enhance and deploy guide training through multiple modalities so that all SetPath program channels can scale dynamically, meeting planner demand with qualified guides.
  • Strategic Bet 2.2: Research, pilot and formalize planner & guide community engagement strategies so that mentoring relationships are strengthened and SetPath is known as a trusted space for young adults flourishing.
  • Objective 2.3: Conduct focused demographic research through trusted partner agencies so that SetPath’s transformational service is validated and the global body of demographic knowledge is enhanced.
  • Objective 2.4: Assess organizational liabilities and risk with accompanying tolerance levels and mitigation plans so that the SetPath mission is sustainable long into the future.
  • Objective 2.5: Research and establish key qualitative and quantitative mission measurements so that SetPath maintains awareness of the factors that contribute to mission success and prioritize and focus resources for maximum impact.

Goal 3: Get Loud

  • Strategic Bet 3.1: Build and deploy a high-quality online infrastructure inclusive of a mobile app, learning management system, and public-facing website so that the mission can scale to serve thousands of users and inspire generosity.
  • Strategic Bet 3.2: Establish and deploy marketing, public relations, and communication campaigns via agency partnership(s) so that SetPath is positioned as a premier hub for young adult life-planning and mentorship regarded by donors, planners, guides, corporations, educational systems, and not for profit organizations.
  • Objective 3.3: Develop and deploy passionate mission advocates within program channels, professional networks, social clubs, and across regions so that SetPath maximizes relational influence by advancing compelling information and activating potential partners.


This plan is a collaborative effort, relying on the dedication and expertise of many individuals who contribute their time and talent to SetPath’s mission. Together, we believe in the transformative power of mentorship, belonging, and life planning for young adults. With this strategic plan as our guide, we are poised to make a significant impact in the lives of those we serve.

We recognize that no plan is perfect, and circumstances may require adjustments along the way. However, we are confident that this plan is the right one for this season, enabling us to effectively guide young adults towards purpose, hope, and direction. As we hire and retain high-quality staff, enhance guide training, establish key measurements, and build a strong online presence, we are laying the foundation for meaningful growth and lasting change.

Join us on this exciting journey as we embark on SetPath’s strategic path towards a future where every young adult can confidently navigate life’s challenges, discover their purpose, and embrace a hopeful and fulfilling tomorrow. Together, let’s unlock the transformative potential within each individual and create a world where young adults thrive and contribute their unique gifts to society. The possibilities are boundless.