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Develop Your Strategic Plan
Facilitating Organization and Name of Facilitator: iBossWell, Inc. - Denise McNerney & Lynne Brown
Location: As per client’s choice
Day of Week, Date, and Time: This planning process will take place between March – early Sep 2010
Since this is a fully customized process (relative to content of the plan, meeting scheduling/composition, etc.) the process will include a series of 4 to 5 meetings with various groups within the organization including:
- Board of Directors and Staff Leadership (Typically 1st and last meeting include all board members)
- Planning Committee – includes several board members + select staff
- Staff leadership
- Staff – including a broader group – up to all staff – for inclusion in a reasonable/appropriate format
- Possibly other key external stakeholders
Targeted Audience: NWA not-for-profit organizations that currently do not have strategic plans, or have outdated strategic plans.
Program Description: A critical process for successful business outcomes is the creation and implementation of plans. How long have you and your board been talking about developing or updating the strategic plan – but you just don’t know where to start or don’t have the funds to hire the consultant? Well – here’s your opportunity! Enjoy the services of a professional strategic planning/organizational development consultant who will work with your agency to develop your own – customized strategic plan. You will not only have a completed plan at the end of this project, you will also have a board and staff well positioned and trained to execute the plan, and a process and tool to assist in the execution.
Plus, this program includes use of and your first year subscription to the WePlanWell™ process and online database tool: an online system that puts the power of a comprehensive, web-based strategic planning and performance tracking tool into your hands.
A strategic plan is only as good as its implementation. And, implementation requires constant assessment tracking and reporting on progress. The WePlanWell™ process and online system effectively transforms your strategic plan into an implementation plan – with tools and reports designed to keep your plan on track.
- Reports, scorecards and assessment tools help streamline your performance management process and allow you to track progress toward individual and team goals.
- High level Scorecards provide “at a glance” reports for leaders to monitor progress toward key results, the foundation of a plan’s success.
- Planning documents clearly communicate key messages to your stakeholders, staff and the community. From high level overviews to detailed reports, the WePlanWell™ process and online system makes it easy to look at both the big picture, and to dig down into a plan’s critical components.
- Clear, explicit individual actions and accountabilities can be tied directly to the Strategic Plan. The WePlanWell™ process and online system helps assure that individuals at every level have a larger perspective about the organization and understand how their daily work directly impacts organizational performance. The result? Focused individual performance and ultimately, plan success.
Program Goals/Objectives/Outcomes:
Goals/Outcomes:
- Develop a complete strategic plan for the organization, setting their roadmap for the next 3 years, and link the strategic plan with performance planning and support.
- Enhance organizational performance through streamlined, easy, accessible performance reporting and tracking (both at organizational and individual level) through use of a new web-based technology.
Objectives:
Strategic planning process will accomplish the following:
- Involve board and staff through a professionally facilitated, customized 5 month process.
- Consider the environment in which organization currently operates;
- Review and recommitment to the mission;
- Determination of key goals and objectives for strategic and operational direction setting;
- Identify clear performance measures for tracking achievement of goals;
- Prioritization of goals/projects;
- Develop a framework by which the board and staff can operate and be accountable in moving forward to implement the strategic plan – including training for role of board and staff in plan execution.
- Project will utilize new web-based planning documentation system that will streamline both documentation development as well as execution updates/tracking/reporting.
Program Value: $13,000
Program Fee: $1,300
Maximum number of participants: 2 organizations
Deadline to express interest: March 15, 2010
Program interest may be expressed by contacting:
Denise McNerney – (913) 642-1416 or dmcnerney@ibosswell.com
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