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Successful organizations are able to develop and execute strategies which
are consistent with well-conceived and measurable strategic goals. Crossroads
Group founder Mark Robledo, with thousands of hours of team facilitation
experience, can help guide organizations through a thorough yet affordable
strategic planning process which consists of the following elements (contact
us for sample reports or for further information).
Pre-Planning
Phase (Standard Services):
- Project
Gantt Planning
- Executive
Leadership interviews
- Executive
and UDS data review/analysis
- Strategic
and operational plan review/analysis
- Metrics
review/analysis
- Board
member and leadership team interviews
Pre-Planning
Phase (Optional Services):
- Employee
organizational effectiveness surveys
- Employee
satisfaction survey report and comments
- Client/End-user
surveys
- Focus
groups
- Community
Perception Survey/Market Research
- Internal
assessment (SWOT Analysis)
- External
assessment (PEST Analysis)
- Plan write-up
and presentation support
Planning
Retreat Facilitation Phase (Standard Services):
- Strategic
planning retreat facilitation
- Current
State Review (results from pre-planning)
- Goal-setting
and prioritization
- Strategy
development
- Strategic
measures development
- Strategic
action planning (ties to operating plan)
Post-Planning
Phase:
- Strategic
plan
document creation (optional)
- Plan Implementation
Monitoring, Review, and Refinement
- Operating
plan integration
- Measures
review and assessment
The
Crossroads Group is unique in combining strategic planning facilitation
with the offering of value-added professional survey measurement (of client
end-user, board, employee, or community perceptions) as a pre-planning
decision-support input. This integration of "stakeholder" perceptions
(related to key strategic areas) results in a seamless, timely, effective,
and affordable process.
Regardless of where your organization finds itself, The Crossroads Group
can facilitate a process which results in much more than a document.
Please contact us for more information and/or
references, at no obligation.
For a sample plan (health center example) to assess the
quality of our work, please click here
(includes action plan). To read a nonprofit organization testimonial click
here.
For an association/member organization testimonial click here.
Strategic
Planning Client Testimonial:
"The
approach implemented for strategic planning and employee surveying were
thorough, comprehensive, and well-received by our Board and staff. We
are presently experiencing measurable benefits from our strategic plan
and improved organizational culture from the employee surveying results."
(Health Center Chief Executive Officer, March 2007)
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