Facilitated Strategy Session
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
Deliverables:
* We are looking for a working document that will help to lead the organization for the next 3-5 years.
* To lead us through a process where our stakeholders have the opportunity to participate in a process where they can share input, expertise and be heard.
* A process that helps the board better understand our strengths and challenges.
* A process that will help us develop an action plan for the near future.
What we have in place
- We currently have an executive director who is available assist the process, which should make it easy for you to get started. We also have E.D. and 9 member board ready to engage in the process, and the ability to provide any other information you need.
How this will help
This project will save us $4,465 , allowing us to continue to focus on our programs and services and how to best meet the needs of seniors in our community with our limited resources.
Help us to organize our goals leading the organization for the next 3-5 years. We are also starting a building expansion project and have received significant funding to help us start and plan prior to launching a full capital building campaign.
We look forward to better understanding our strengths and challenges and developing a plan and the tools to best lead the organization into the future. Diversity and inclusion is extremely important to us as we begin this process.
Project plan
Testimonials
We were so pleased with the Yagev Ben Itzhak who did an excellent job leading our team through a strategic planning process. We are happy with how he kept us all focused and brought out our best thinking. He was able to meet our goals of ending the process with documents that will help us lead the organization into the next five years. I would highly recommend him.
The strategy team did a great job, I really enjoyed working with them