Turn2us is a national charity tackling financial insecurity and its structural causes. We work with co-producers and partners to provide people in financial crisis with the means and agency to get back on their feet, build resilience, move forward with their lives and thrive. 

As an equal opportunities employer, we are committed to equity, inclusion and diversity and the value people from different backgrounds bring to a team. If, like us, you believe everyone has the right to have enough to live on, and you are ambitious about eradicating financial insecurity, join us and build your career with a charity dedicated to ensuring dignity and equity for all. 

Do you want to help shape how a national charity plans, learns and improves? 

This role is the engine of our organisational planning cycle. You'll coordinate our annual operational plan and quarterly OKRs, working with senior leaders and Trustees to translate strategic priorities into clear, measurable commitments — then track and report on delivery throughout the year. You'll own the tools that make this possible, and lead the governance and communications that keep the organisation on course. 

You'll also be central to our most significant organisational moments: coordinating the Board Away Day and All Staff Day, preparing board reporting, and facilitating workshops that help colleagues engage with our direction of travel. 

This isn't a back-office role. You'll be a trusted partner to senior leaders, a confident facilitator at all levels, and someone who genuinely cares about continuous improvement — not just tracking progress, but helping the organisation learn from it. 

We offer flexible working patterns, both in terms of hours and remote working. Please note that all employees are required to work from the office a minimum of 1 day a week.  

Some roles may be required to be in the office more often than others and this will be agreed with the hiring manager upon starting at Turn2us.  

Please note that all job offers are subject to 2 – 3 satisfactory references and a disclosure satisfactory to Turn2us from the Disclosure & Barring Service (DBS).

Please read the Senior Planning & Strategy Officer job pack for further information.

Job Description

Job Title: Senior Planning and Strategy Officer          

Department: Impact, Digital & Data Directorate, Planning & Projects Team

Reports to: Director of Impact, Digital & Data 

Location: Hybrid: Turn2us London Hub (Farringdon) & homeworking 

Type of role: Full-time, permanent   

Purpose of the Role: To project manage, support and advise managers and leadership team members on the delivery, maintenance and reporting of the Turn2us Operational Plan cycle and related activities, and to support the delivery of the Turn2us Strategy.

Key Responsibilities and Accountabilities:

1. Coordinate and facilitate the delivery of the annual Turn2us operational planning cycle, including the operational plan, quarterly OKRs and health metrics.

2. Support outcomes and health metrics reporting through leading the maintaining of the plan’s tracking app, health metric dashboards and reporting to senior leadership, the Board and relevant committees.

3. Project manage, support and advise managers and leadership team members on key planning and governance events, including the Board Away Day, All Staff Day, ad hoc sessions at other meetings and related strategic planning activity.

4. Build effective relationships and engage stakeholders across the organisation and beyond to support delivery of planning, strategy and continuous improvement work.

Duties:

1. Coordinate and facilitate the delivery of the annual Turn2us operational planning cycle

• Coordinate the annual operational planning cycle and quarterly OKR process, ensuring timelines, inputs and decision points are clear and well managed and map onto the governance cycle requirements.

• Advise and support senior stakeholders to develop objectives and key results that are clear, measurable and aligned to organisational priorities.

• Lead on the maintenance and continuous improvement of the operational planning app, other tools (as needed), templates and guidance to support consistent use of planning frameworks across Turn2us.

• Provide day-to-day advice to colleagues on planning processes, deliver training, and lead on embedding a strong and practical understanding of OKRs across the organisation.

2. Reporting

• Work with colleagues across Impact, Evaluation, Digital and Data to support the collection, collation and presentation of performance information.

• Help maintain organisational dashboards and reporting products, including health metrics, so that information is accurate, timely and useful.

• Analyse and summarise data and progress updates to support decision-making, identify emerging issues and highlight areas for improvement.

• Contribute to a culture of reflection and continuous improvement by supporting teams to review progress, learning and delivery challenges.

3. Support for Key Planning Cycle and Governance events

• Lead on the coordination of the organisational planning calendar, ensuring alignment with governance, reporting and decision-making cycles.

• Prepare and coordinate planning and performance reporting for senior leadership, the Board and relevant committees.

• Provide project support for strategic planning activity, including the Board Away Day, All Staff Day and related cross-organisational processes.

• Track key milestones and follow up actions, working with colleagues across directorates to help ensure delivery stays on course.

4. Stakeholder Engagement and Collaboration

• Build and maintain effective working relationships with colleagues across directorates, co-production partners and external stakeholders to support joined-up planning and delivery.

• Work closely with senior stakeholders to coordinate inputs, manage expectations and support timely decision-making across planning and strategy processes.

• Facilitate meetings, and lead workshops and planning sessions in a structured and inclusive way, ensuring that different perspectives are heard and translated into clear next steps.

• Communicate clearly with a range of audiences, tailoring updates, briefings and planning materials to suit different stakeholder needs.

• Support engagement with people with lived experience, partners and colleagues so that planning and strategy work is informed by a broad range of insight and perspectives.

• Use strong interpersonal and influencing skills to build consensus, maintain momentum and support delivery of strategic priorities without direct authority.

These are the normal duties, which the Charity requires from the position. However, it is necessary for all staff to be flexible and all employees will be required from time to time to perform other duties as may be required by the Charity for the efficient running of the charity.  This Job Description is non-contractual. It will be reviewed from time to time and may be subject to change.

At Turn2us, we are committed to protecting personnel, children, adults, and service users from any harm arising from each other, themselves, our activities, or organisational failings whilst in contact with us. The post holder will be required to follow the safeguarding policy and will be responsible for integrating safeguarding into all aspects of their work.

The post holder will be expected to ensure that their work complies with contractual terms and conditions, the Charity’s policies and procedures and key legislation, such as data protection and charity law.

Person Specification

This person specification lists a range of skills, knowledge, experience, and personal attributes which would be beneficial in this role. However, you do not need to possess all these skills and attributes to apply. 

Skills:  

• Training/experience in supporting and delivering cross-organisational planning activities.

• Ability to autonomously plan, prioritise and deliver multiple tasks to agreed deadlines.

• Excellent interpersonal, written and verbal communication skills, showing an ability to communicate and present with confidence to a wide range of individuals and organisations.

• Strong facilitation skills, comfortable leading activities and presenting in large and small groups.

• Ability to influence without formal authority and comfortable speaking truth to power.                                    

Knowledge:

• Strong understanding of project management.

• Exposure of organisational strategy, planning, and performance management (desirable).

• Understanding of Objectives Key Results methodology (desirable).

• An understanding and commitment to promote equity, diversity, inclusion and belonging.  

• A genuine interest in making a difference to poverty and financial hardship in the UK and knowledge of the causes and symptoms of poverty.

Experience:  

• Experience of supporting and delivering planning cycles or organisational performance frameworks.

• Experience working with senior stakeholders and cross-functional teams.

• Experience of designing, facilitating and delivering workshops in person and online.

• Experience of managing budgets (desirable).

 Please read our privacy policy here.