My Process
Step One: Pre-Planning
I work with the CEO, Board President and/or other decision makers to:
- Determine the desired outcomes and create action steps for the process
- Create tasks and a timeline for an effective and efficient process
- Perform an organizational analysis and evaluation
- Ensure the vision and mission statements are current
- Prepare for a successful planning retreat
Step Two: Planning Retreat
During a dynamic two-day retreat, we will work together to foster collaborative thinking to create alignment on your goals. Each day is crafted and facilitated to ensure optimal productivity and results.
I employ an evidence-based method and facilitate interactive and focused sessions to:
- Create the organization’s vision for the next three years
- Identify and address obstacles that could affect goals, strategies, and outcomes
- Develop strategies to overcome these obstacles and achieve the vision
- Set measurable goals
- Establish timelines
- Produce a comprehensive action plan for the first year
- Confirm reporting and accountability processes
Step Three: Post-Retreat
Within one week of the retreat, I will:
- Send you an editable Strategic Plan document
- Provide you with samples of documents you may need such as bylaws, policies, board governance guides, etc.
Within 30 days of the retreat:
- We’ll have a phone call or zoom to answer any questions you might have.
- I will suggest ways that I can support your work going forward.
Have questions? Click the button below to schedule a call. I would love to hear from you!
