- Client’s Objectives: Develop a future strategic vision/plan and prepare for long-term Executive Director’s retirement
- Project: Obtained strategic planning survey inputs from two boards and management, developed/facilitated a customized strategic planning process, and documented the foundation’s new strategic vision/plan
- Results: Helped client:
- Evaluate their alternatives and perspectives on future strategic directions
- Reach board consensus
- Finalize their written strategic plan, including advancement strategy action plans
- Value: Facilitated a comprehensive strategic planning process and provided outside fresh perspectives/experienced organizational advancement guidance
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