Core Planning Services

  • Initial discussion with Steering Committee or other designed group for process leadership
  • Review of selected internal documents to enable customization
  • Interviews with board members and senior staff
  • Development of customized agenda for planning session(s)
  • Facilitation of primary planning session(s)
  • Vision, Values and Mission Statement development or review – it’s your criteria for all other planning decisions
  • Development of strategic priorities and other aspects of the draft plan
  • Consideration of organizational capacity to deliver
  • First draft of Strategic Plan and Strategic Action Plan
  • Consideration of monitoring and review processes
  • Follow-up discussion with Steering Committee

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