Case Study

Engaging Stakeholders to Help Guide the Way Forward


After a challenging year full of change, a Whistler non-profit needed to update its strategic plan and refocus its resources. To deliver social services that address food security, mental health and wellness, it works with a number of organizations to partner in the program design and promotion.  A series of engagement sessions were developed to gather input from stakeholders, employees and the board of directors to update and redesign the strategic plan.


  • Designed and facilitated four stakeholder engagement sessions
  • Created exercises to encourage sharing, capture ideas and set new goals
  • Opened up a dialogue with a wider audience to build alignment on strategic direction
  • Drafted new planning tools including strategic plan on a page, KPIs, action and operational plans


The management team now have presentation decks, templates and planning tools to guide them through future planning cycles and simplify the process. The Strategic Plan on a Page is a new visual cue to keep the board of directors and leadership team on track while focusing resources toward specific outcomes. The Action Plan, developed with input from front-line staff, is designed to coach the entire organization to reach for its North Star and keeps the team motivated to achieve targets.


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