Facilitated Strategy Session

Help Jewish Family Service of San Antonio face their biggest challenges with a facilitated strategy session that gets the right people together to brainstorm and map out the path forward.
Jewish Family Service of San Antonio
San Antonio, TX, USA
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Jewish Family Service of San Antonio
San Antonio, TX, USA


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Posted February 11th

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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

Staff needs help strategizing about the best way to redistribute administrative roles among several staff members.

What We Have In Place
  • We have 4-5 administrative employees who take on various roles. They will participate in the strategic planning, along with the executive team.
How This Will Help
This project will save us $4,465 , allowing us to have a faster response time to the clients we serve and our community partners.

We rely heavily on grant reporting and this reorganization could help us be more efficient with our grants and take the burden off of any one particular employee.

Project Plan

Prep: Distribution of Prep Materials
  • Organization provides relevant background materials to make initial meeting more productive
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)
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

Jewish Family Service of San Antonio
Posted by
Katy W.

Director of Marketing & Development

Our Mission

Jewish Family Service (JFS) has been providing affordable mental health counseling, group therapy, case management, and senior services to the greater San Antonio community and beyond since 1973.

Our services are available to all, regardless of age, race, faith, sexual orientation, or economic status.

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