Services

Assess organization's commitment to strategic planning as a tool to achieve clarity, growth and leadership edge in field of service

Create task force or committee to lead planning process

Define roles of staff, board and consultant in strategic planning process

Develop a “plan to plan” to define scope, plan timeframe (i.e. 3 or 5 year plan), timeline of planning process

Review existing strategic plan (if available) and other key organizational documents (organizational structure, Form 990, recent audits, program evaluations)

Conduct environmental scan – identifying opportunities and potential threats to organization given external environment

Develop or “refresh” organization’s vision, mission, values

Develop goals for organization’s board, administrative infrastructure and programs

Determine how to best measure progress on goals

Determine accountability for tracking, measuring progress on goals

Schedule “check-in” meetings to monitor progress of plan, course-correct as needed

Work with President/CEO and senior leadership to facilitate the forward progress of a major organizational initiative

Develop or review existing goal(s) for project.

Develop a plan, budget and timeline for project

Define roles for the staff or board project leader, (President/CEO or his/her designee), the Project Management Team (PMT) members and the project manager (consultant)

Work with PMT to initiate the process, facilitate steps of the process

Assess progress with PMT at defined and agreed upon milestone dates; course correct as needed

Assess the project results with PMT in comparison to project goals, budget and timeline

Determine best format/setting for participants to present results of project

Present results and identify next steps to determine ongoing management of project

Conduct a board assessment

Conduct one-on-one interviews with board officers and sample of other board members to solicit input on current board functioning, strengths and challenges of board

Assess leadership structure (roles of officers, functioning of standing committees, committee descriptions, etc.)

Review bylaws

Review board meeting process

Present results of assessment to board

Develop tailored training to meet the highest needs of officers and board members

Work with committees, leadership to develop goals and objectives for committees with measurable outcomes

Develop plan for consistent board education component within board meetings

Develop plan and timeline for assessment

Conduct assessment using an in-depth, on-line survey designed for nonprofit organizations to gather input from board and staff on organizational strengths and opportunities for improvement

Analyze results

Present results to board and executive leadership

Develop action plan and accountability structure focused on key areas that would have greatest impact on strengthening organization

(Optional) Schedule “check-in” meetings to assess progress