The process…
What does a strategic planning process look like? While we might adjust things to meet the specific needs of our clients, there are key aspects that we know from experience work well and lead to the best outcomes. So here’s what you can expect when working with us:
Launch:
Mobilize strategic planning committee, define roles, review scope
- Kick-off meeting to meet the team, clarify outcomes and develop a timeline
- Begin process of determining the best data to collect for what your organization is seeking to discover
Data Gathering and Synthesis:
- Review internal documents as necessary to learn more about your organization. Create and carry out the process of gathering data from internal and external stakeholders via surveys, interviews and focus groups.
- Synthesis of data using tools such as SWOT/PESTLE scans, resulting in a preliminary report.
- Meet with the strategic planning committee to sense-make data.
Strategic Goal and Metrics Setting
- Design a board/staff retreat to discuss report and to begin to form goals based on results.
- Determine reporting/feedback loop of draft goals and support committee in drafting goals and metrics.
- Conduct follow-up meeting to get feedback on draft goals. Strategic Planning Committee finalizes goals for Board approval.
- Final strategic planning report is developed, containing data and conclusions
Guidance:
- Feedback and thought partnership as strategic goals are identified
- Strategic Goal Communications Plan as needed
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