Strategic Plan Facilitation Assistance – Regional Foundation

  • 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