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Facilitated Strategy Session

Help St. John Community Foundation face their biggest challenges with a facilitated strategy session that gets the right people together to brainstorm and map out the path forward.
St. John Community Foundation
St John, VI, Virgin Islands (U.S.)
St. John Community Foundation
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St. John Community Foundation
St John, VI, Virgin Islands (U.S.)

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Cause
Philanthropy & capacity building
Skills
Strategy consulting

Posted January 21st

Facilitated Strategy Session

Project details

What we need
  • Expert third party advice on process or managerial changes, geographic or programmatic expansion, potential pivots, or general strategic planning
  • Facilitation of an intensive, one-day strategic planning session with staff and/or Board
  • Note: If necessary, a follow-up strategic planning session may be scheduled
Additional details

I'd like strategic & conflict resolution/mediation tips on protecting Director & agency funds from 3 of 9 board members who are making mgmt decisions without full vote and incomplete/inaccurate information.

It started with disagreements over hiring/firing decisions by the Director which has led to micromanagement of daily operations and bullying by several strong Board members. There have been no directives or written warnings, however these decisions are blocking staff from doing their job.

What we have in place
  • We currently have full written details of issues, which should make it easy for you to get started. We also have background/historical details in writing, and the ability to provide any other information you need.
How this will help
This project will save us $4,465 , allowing us to effectively manage the millions of dollars & influx of support from national agencies & service providers by agreeing on a strategic plan we can all get behind and move forward as a unified team.

Current communication between board, director & staff is broken. After the hurricanes of 2017 (2 Cat 5 direct hits) our agency experienced rapid expansion of staff and funding. Prior to the storms, we had Board Governance issues with Director taking on roles/responsibilities that should have been handled by Board members - now there are several board members taking on roles & responsibilities of the director and causing severe conflict among staff members. We are stuck and our mission is stalled

Project plan

P
Prep: Distribution of Prep Materials
  • Organization provides relevant background materials to make initial meeting more productive
1
Milestone 1: Background Call
  • Professional and Volunteer Manager in charge of the session engage in a 30-minute phone call
  • Goals of the call include answering any preliminary questions the Professional may have and agreeing upon the goals and structure of the Facilitated Planning Session
  • Professional sends any additional due diligence questions ahead of Facilitated Planning Session(s)
  • Professional distributes an outline or itinerary ahead of Facilitated Planning Session(s) (as necessary)
2
Milestone 2: Strategic Planning Session
  • Attendees include Professional, Organization Executive(s) and/or Board Member(s) involved in decision or strategic planning
  • If necessary, a follow-up session may be scheduled to address issues that may arise and require additional due diligence
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About the org

St. John Community Foundation
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Causes
Philanthropy & capacity building Community & economic development Human services
Posted by
CK
Celia K.

Executive Director

Our mission

The St. John Community Foundation has successfully been carrying out the mission of providing services and supporting programs that positively engage people, build resources and strengthen the St. John community since 1989! We continuously look for ways to fill service gaps and cultivate community assets including people, organizations, programs, and resources to effectively respond to changing needs of the community now and for future generations.

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