Facilitated Strategy Session

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


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Posted November 30th

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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

We are 36 year old non-profit in need of a strategic plan/business to expand. We need to diversify our funding, grow our program and make a case for our services. We need guidance on how to start the process and next steps. Capital campaign could be needed.

What We Have In Place
  • We currently have grant reports we can share with metrics and stats, which should make it easy for you to get started. We also have mission and staff ready to learn, and the ability to provide any other information you need.
How This Will Help
This project will save us $4,465 , allowing us to provide additional services to the families we serve. We are small non-profit and this would be a large gift for us.

This project is important and we look to grow our programs. We need strategic conversation on how to start the process, review budgets and have create a plan.

Currently, we are limited on the numbers of families we can serve and know our program is needed in our community.

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

Visitation House Ministrires
Posted by
Andrea H.

Executive Director

Our Mission

Visitation House Ministries enables mothers and their children to live in safety and security and provides supportive services to those who are experiencing homelessness or at risk.

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