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Facilitated Strategy Session

Help Ecumenical Senior Center face their biggest challenges with a facilitated strategy session that gets the right people together to brainstorm and map out the path forward.
Ecumenical Senior Center
Kalamazoo, MI, USA
Ecumenical Senior Center
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Ecumenical Senior Center
Kalamazoo, MI, USA

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Cause
Human services
Skills
Strategy consulting

Posted March 1st

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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

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

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

Ecumenical Senior Center
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Causes
Human services Diversity & inclusion
Posted by
Ecumenical C
Ecumenical C.

Executive Director

Our mission

To provide a board spectrum of services, resources, and activities to enhance the quality of the lives of older citizens.

Our vision statement is to engage our community to provide positive aging and enhance the quality of life of our seniors.

Testimonials

Read the Impact Story
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.
Ecumenical C.
Ecumenical C.

Executive Director

Facilitated Strategy Session Project

The strategy team did a great job, I really enjoyed working with them
Yagev B.
Yagev B.

Volunteer

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