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OUR PROCESS

Needs Assessment

No one knows your needs better than you. And if you’re not sure how to prioritize your “what keeps you up night” issues, we’ll walk you through a practical and thorough process to identify them. Our goal is to focus on what’s really important to you now and work together as a team to find solutions.

 

Due Diligence

Once priority needs are identified, we’ll gather appropriate information from a variety of sources both internally and externally to ensure we have the most current facts and data. The effort put into this early phase is critical to formulating effective and appropriate strategies later on.

 

Situation Analysis

Assessing where you’ve been, where you are now and where you may go often leads to numerous “aha” moments along the way. This period of analysis often validates many internal assumptions and perceptions while uncovering exciting opportunities for innovation and organization turn-arounds.

Solution-Focused Strategic Planning

You’ve heard it a million times…plan your work and work your plan. Here comes the necessary step of putting it all together in a realistic roadmap with attainable goals, accountability and proven ways to measure progress every step of the way. We’ll collaborate to leverage your resources and stakeholders while seeking true buy-in for long term success.

Making it Happen

Concerns about ensuring your plan gets implemented? We’re not done yet…our team is in it with you for the long haul depending on your needs. Our assistance in guiding your staff and volunteer leaders in implementing the plan’s action steps is built on decades of hands-on experience in management and organizational development – not just from “book learning” or consulting. We’ve walked a mile in your shoes and we'll continue our partnership until the job is done.

 

Measuring and Reporting

We’ll track and report progress all along the way as we work collaboratively to collect data which will ultimately contribute to sound decision-making. We understand the critical importance of getting continuous ‘buy-in” from staff, volunteer leaders and other engaged stakeholders throughout each phase of the work. We work closely with our clients to develop sound strategies and plans, using familiar yet proven tools, which can be easily communicated to your entire board and ultimately to your members and partners.