Facilitated Strategy Session

Help Texas Property Assessed Clean Energy Authority face their biggest challenges with a facilitated strategy session that gets the right people together to brainstorm and map out the path forward.
Texas Property Assessed Clean Energy Authority
Fort Worth, TX, USA
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Texas Property Assessed Clean Energy Authority
Fort Worth, TX, USA


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Posted November 15th

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

Our nonprofit is feeling some growing pains, we are faced with a decision of continuing the same trajectory, successful, but limited in how much we can accomplish with existing staff, tools, and other resources, or we can reassess and develop a strategic plan that hones our operational goals and identifies opportunities for streamlining our efforts to grow a more robust program for the people of Texas.

What We Have In Place
  • We need to step back and look at the big picture, reassessing how best to invest our time and resources to maximize our outcomes. To be successful in this, we need an outside facilitator to work with our team and our Board of Directors to more fully develop our Vision, Mission, and Strategy, with prioritized goals and actions that will help TPA enable the greatest number of quality PACE projects while maintaining the highest level of service for the local governments we serve .
How This Will Help
This project will save us $4,465 , allowing us to focus on education and outreach throughout the state.

Since Texas PACE Authority (TPA) was founded in 2015, we have expanded the PACE program to 64 municipalities across the state of Texas, closing 51 projects, and facilitating the investment of over $174million in energy efficiency, water conservation, distributed generation, and resiliency improvements. We need help to grow beyond this point, to better focus our efforts. This will also help us in our grant applications so we can better answer the questions about mission, vision, etc.

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

Texas Property Assessed Clean Energy Authority
Our Mission

Texas PACE Authority is a nonprofit organization that advances Property Assessed Clean Energy (PACE) projects in Texas by administering a uniform commercial and industrial PACE program on behalf of local governments. This model approach ensures local governments can establish an effective TX-PACE program quickly and economically, providing a tool for property owners to invest in more efficient infrastructure.