Case Study

Facilitating a dialogue to shape the way forward

Opportunity

A volunteer-run non profit was reaching burnout. With a thousand to-do’s and no paid staff to deliver, the board were feeling pulled in different directions. The pressure was mounting to sharpen their focus and rally community support.

Actions

Designed and facilitated a half day strategic planning session
Articulated a Purpose and reshaped the Vision, Mission, and Values
Assessed where the organization currently stands and where it aims to be in 2027
Developed a collaborative exercise to prioritize focus areas
Outlined key actions to inform the operational plan
Aligned the Board on direction for the Society over the next 3 years

Impact

The strategic planning session identified four priorities to anchor its 3-year plan. The Strategic Plan on a Page will guide the Board, help recruit community partners and approach funders. With alignment on these priorities and a strategy in hand, the Board now have clear actions to advance each priority.

Testimonial

“When I look back at what we accomplished today, I am really happy with how you designed the session and how you brought so much out of us in such a short time! Thank you so much! I am very grateful we had the opportunity to work with you and I look forward to continuing to collaborate!” Board member Kasi Lubin

Choose to play a bigger game

Refine your organization’s purpose. Then start with the strategy. Set audacious goals.

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