i. Task 1 – Pre-Session Discovery & Preparation 1. Conduct independent interviews/listening sessions. 2. Summarize findings into a themes/issues memo. 3. Propose draft agenda tailored to organizational needs. ii. Task 2 – Strategic Planning Session(s) with Leadership Team 1. Full design and facilitation of sessions. 2. Lead S.W.O.T., Mission/Vision exercises, and goal development. 3. Capture session outcomes and summarize insights. iii. Task 3 – Staff Working Groups for Goal Refinement 1. Facilitate initial working sessions for each strategic goal area. 2. Provide framework/templates for breaking goals in objectives. 3. Coach teams on developing metrics and success indicators. iv. Task 4 – Draft Strategic Plan Development 1. Write the full plan, integrating all session outputs. 2. Provide a polished, structured, and logically organized document. 3. Draft performance measures for the organization as a whole, including department specific measures or KPIs. 4. Offer design/graphics support for presentation-quality output. v. Task 5 – Staff Review & Finalization Workshop 1. Facilitate review session and guide discussion on refining the plan. 2. Refine objectives for clarity and focus. 3. Incorporate feedback into the final version.
