Strategy Assistant

desk nameplate reading strategy assistant with project binders and planning sheets
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Strategy Assistants provide administrative, research, and coordination support to strategy teams, enabling smooth execution of strategic initiatives in nonprofits and social enterprises.

What Does the Strategy Assistant Role Involve?

A Strategy Assistant is responsible for providing administrative, research, and coordination support to strategy teams. They help organize strategic planning processes, conduct preliminary research, prepare briefing materials, and ensure that strategic initiatives are well documented and executed smoothly. Their work enables senior strategists and leadership to focus on higher-level analysis and decision making by ensuring that foundational tasks are completed accurately and on time.

In nonprofits and social enterprises, Strategy Assistants play a valuable supporting role in ensuring that strategic planning and execution are well organized, evidence-informed, and aligned with institutional priorities.

At What Level does this Role Operate?

Entry Level: Strategy Assistants typically report to a Strategy Analyst, Strategy Lead, Director of Strategy, or Chief of Staff. They operate under structured supervision, focusing on clerical, coordination, and basic analytical tasks while learning strategic planning methodologies and organizational frameworks.

Relative Employability: Strategy Assistant roles are increasingly found in large nonprofits, NGOs, foundations, and social enterprises with formal strategy or planning functions. These roles offer a strong entry point for individuals interested in organizational strategy, planning, or consulting careers within mission-driven sectors.

Relative Pay Scale: Strategy Assistants generally occupy the lower pay bands, similar to other assistant and coordination roles, reflecting their foundational support function within strategy teams.

What are the Key Responsibilities and Activities?

  • Provide administrative support for strategy projects, including scheduling meetings, preparing agendas, and taking notes
  • Conduct preliminary desk research to support strategy development and planning processes
  • Assist in the preparation of reports, presentations, and briefing materials for internal and external audiences
  • Maintain strategic planning calendars, trackers, and documentation to ensure timelines and deliverables are met
  • Support data collection activities for strategic analysis or performance reviews
  • Coordinate cross-team communications related to strategy initiatives
  • Monitor relevant news, sector updates, or policy developments and flag items of strategic interest
  • Assist in logistics and follow-up for strategy workshops, retreats, or planning sessions

What Core Competencies and Qualifications are Needed?

Required Qualifications and Experience
The following reflect common qualifications and experience expected for this role, while recognizing that pathways may vary by context, organization, and region.

  • Relevant academic background in public policy, business, economics, international development, or related fields
  • Experience in administrative, research, or coordination roles is advantageous but not always required
  • Familiarity with office software, research tools, and basic data analysis methods
  • Strong organizational and communication skills

Key Competencies

  • Attention to detail and accuracy in documentation and scheduling
  • Organizational and time management skills to support multiple strategic initiatives
  • Research and information-gathering abilities
  • Clear written and verbal communication
  • Ability to follow structured workflows and instructions
  • Professionalism and discretion when handling strategic information

How are AI and Automation Shaping this Role?

An AI-native Strategy Assistant can use AI to automate scheduling, generate meeting summaries, conduct rapid desk research, and track strategic actions. AI tools can help draft briefing notes, synthesize external trends, and manage documentation more efficiently, allowing assistants to contribute more meaningfully to analysis and coordination.

What Career Pathways and Transferable Skills are Associated with this Role?

Strategy Assistants can progress to roles such as Strategy Analyst, Project Coordinator, Program Analyst, or Policy Associate. Their skills in organization, research, and strategic coordination are transferable to planning, consulting, and operations roles across the nonprofit, social enterprise, and public sectors. Over time, they may take on analytical or managerial responsibilities within strategy teams or transition into leadership pathways in organizational planning and development.

Function(s)

Strategic Planning

Level

Entry

Skills

Strategy, Planning, Scans, SWOT, Goals, Objectives, Priorities, Sequencing, Roadmaps, Monitoring, Indicators, Analytics, AI Tools

Categories

Subcategories

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Featured Terms

Planning Specialist

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Research Assistant

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Governance Officer

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Implementation Lead

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