Strategic Planning

Strategic Planning

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Every successful organization needs a clear vision of where it wants to go and a road map to help it get there.

 

The i BossWell consulting team will work with you to design a strategic planning process that meets the unique needs of your organization.  Our services range from facilitation of standalone strategic planning retreats to consultation and support to guide a comprehensive planning process that gives you access to a full range of internationally recognized best practices for strategic plan development and management.

 

You can engage i BossWell to support you in a variety of ways:

 

Consulting and Support for Full Strategic Plan Development

​The most effective planning process encompasses clarification of the vision, mission and values of an organization and examines the environmental factors that do or could influence attainment of that mission. This insight becomes the foundation for crystalizing strategic priorities and building out the operational tactics needed to drive the day-to-day work of the organization to fulfill of its mission and goals. Finally, strategic plans that are most successful clearly define accountabilities: who will do the work, when will the work be undertaken, and what additional resources are required in order to complete it.

These planning projects can include:

 

Environmental/Needs Assessment

• Stakeholder input

• Market/sector research

• Programs & Services Assessment

 

Plan Development: High Level and Tactical Plans

• Identification, discussion, consensus-building around critical issues

• Vision/Mission/Values Clarification

• Scenario planning/business modeling

• Definition of High-Level Strategy, Goals and Progress/Performance Indicators

• Tactical/Operational Plans including responsible parties, timeframes, resource requirements

 

Plan Implementation

• Development of a Strategic Plan Oversight and Assessment Policy and best practices for execution to ensure successful ongoing implementation of your plan

• Consulting support to guide or strengthen plan assessment and response to issues/opportunities identified

• Ongoing team and leadership development consulting to reinforce organizational culture and heighten the performance and capacity of staff and leaders to fulfill the mission and goals.

 

Consulting and Support for High Level Plan Development

Achieving clarity and alignment about the future priorities and goals of an organization requires wide-ranging strategic discussion and sometimes asking tough questions and making difficult choices. The i BossWell consulting team is skilled at guiding meaningful working sessions to develop long-term strategies and goals and to tease out the metrics/measures that will be most informative for understanding progress.

These projects can include:

• Environmental Assessment

• Strategic planning retreat facilitation

• Identification, discussion, consensus-building around critical issues

• Vision/Mission/Values Clarification

• Scenario planning/business modeling

• Definition of High-Level Strategy, Goals and Progress/Performance Indicators

• Development of a Strategic Plan Oversight and Assessment Policy and best practices for execution to ensure successful ongoing implementation of your plan

 

Consulting and Support for Tactical/Operational Plan Development

Very few organizations have difficulty coming up with long lists of things they could do to advance their programs or mission. The challenge can be in refining that list to a prioritized set of tactics and action that are the most important for advancing their goals.  The i BossWell team can help you sort through this maze of tactical ideas, helping you connect the dots between the day-to-day work of your organization with your long term goals.

These projects can include:

• Identification, discussion, consensus-building around critical issues

• Development of one-, two- and three-year tactical/operational plans

• Definition of responsible parties, timeframes, resource requirements

• Development of a Strategic Plan Oversight and Assessment Policy and best practices for execution to ensure successful ongoing implementation of your plan

 

Strategic Planning Retreat Facilitation

i BossWell consultants are available to help plan and facilitate strategic planning retreats designed to engage stakeholders in the development of your plan. We have facilitated planning retreats for clients around the world, working with groups of all sizes and engaging a spectrum of stakeholders--executive leadership, board of directors, managers and supervisors, and front line staff.

These projects can include:

• Half-day, full-day, multi-day retreats

• Agenda development

• Facilitation of critical issues discussion and consensus building

• Definition of strategic plan structure including strategic priorities, high level goals, and initial list of Key Performance Indicators for tracking progress

 

Learn more about i BossWell's services in Organizational Development, Community Collaborations, and its online strategy management tool, WePlanWell.

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