Strategic Planning

Challenge

Engage the community, board and staff in a strategic planning process for a large community action agency while producing a concise, functional document.

Activities

• Conducted secondary research to assess community need
• Developed presentations and questions for community forums
• Conducted interviews with key community influencers
• Synthesized information to present to the board and management staff
• Facilitated three planning sessions
• Developed Excel model to track work plans

Results

• The board adopted new mission, vision, and values statements to refine the organization’s focus, and nine strategic goals to identify priority activities
• Management staff adopted the roles of “goal captains” to assure accountability for tasks identified in the plan and established a system for updating progress
• The board committed to implementing performance scorecards to track progress building internal capacity and achieving desired outcomes for clients and the community