Review
current internal and external factors

Frame
the future opportunities and challenges on the horizon

Identify
strategic priorities

Purpose Possible plans also include:

• Implementation Plan

• Metrics & Outcomes Dashboard

• Operational Plan for board, committee, and staff

• Rollout Plan for external stakeholders

We accompany you throughout the implementation journey with ongoing check-ins.

TIMEFRAME: 5-6 months

Six Weeks

Information Gathering & Research

• Assemble steering committee

• Create questions for environmental scan

• Get feedback

• Research similar organizations

Review current internal and external factors: 

• Review previous strategic plans, dashboards, budgets, mission/vision/values, program data, and a sample of current organizational communications and create a detailed project plan.

• Develop Mission / Vision / Values

• Survey board and staff

• Conduct interviews and focus groups:

  • 1:1 personal interviews with up to 15 key stakeholders such as current and former board members, funders, community partners, and super volunteers.

  • Digital survey distributed to up to 3 major stakeholder groups; tailored versions will reflect appropriate segments (donors, major funders, general subscribers, community partners, etc). Hard copy of the survey onsite for those who may not have access to complete the digital version.  

• Create an Environmental Scan report that captures the results of the interviews and surveys, highlighting areas of greatest priority for stakeholder groups.

Frame the future opportunities and challenges on the horizon for your sector:

• Scan of similar organizations locally and nationally.

• Identify strategic priorities and goals for the next three years

• Create a tactical work plan and KPI dashboard to monitor progress for the life of the plan, in the form of an operational plan

• Conduct a full-day strategic plan retreat session. Working group sessions to further develop each goal into more defined objectives, strategies, baselines and benchmarks. 

• With Executive Director, create a high-level budget to coincide with priority area initiatives

Deliverables:

• Strategic plan with executive summary. Up to 3 drafts with design.

• Environmental Scan Report (Stakeholder Analysis and Feedback from Similar Orgs)

• Tactical work plan for ongoing implementation for strategic goals (operational plan)

• Tracking dashboard for regular measurements and evaluation throughout plan implementation

• Board training on leading practices, including an assessment on where the board currently stands

• Rollout plan for the strategic plan: how to announce it to funders, stakeholders, etc.