The Process

In our firm’s strategic planning work, our clients can typically expect to see three distinct phases tailored to their team, community and stakeholders:

  • Phase 1 – Discovery Phase – environmental scan, research and analysis, best practices interviews, confirmation of goals and priorities of the management team
  • Phase 2 – Consultation – Executive Summary of Phase 1, Community, Team and/or Stakeholder focus group workshops
  • Phase 3 – Building Strategic Action Plan – We customize this phase based on the findings of Phases 1 and 2 to work collaboratively with the management team on a feasible and strong plan.

Global and Industry Trends

In two of the recent projects with heritage organizations, we noticed that many non-profit organizations have revised their volunteer management programs to include digital literacy training for volunteers. We also noticed an acknowledgement of the changing nature of volunteerism where it may be better to plan just-in-time project teams and find new ways of involving older adults and youth volunteers.

Priorities Unique to Your Situation

In one project, leadership acknowledged that volunteers could help attract more communities to their programming through social media strategies.

In another project, leadership wanted to align performance and museum operations with a balanced scorecard approach where four pillars were developed for museum excellence for volunteers and staff:

  • Enhanced Visitor Experience
  • Creating a Culture of Belonging & Growth
  • Internal Process Improvements
  • Increased Revenue and Attendance

Please get in touch to arrange a short conversation to get started on responding to your industry, global and community needs and how we can work with you to design your strategic planning requirements over the next couple of years. Schedule your session now at [email protected]