Strategic Planning Conference and Training Workshop


Objective:
Implementing a Strategic Plan grounds your organization/business dreams. It does this by giving both structure and direction to initiatives. By creating this process in a group effort it allows your organization/business to build consensus around your focus and the necessary steps that your organization/business should take.  It allows you to focus on your short-term goals while always keeping sight of your long-term vision and mission.  It is by far one of the most important responsibilities of any Board of Director member, administrator, President etc.  All of your actions should stem from your strategic plan. 

Overall Process:

An effective action planning session allows a diverse group of participants to:

1.  Clarify common purpose

2.  Generate and critique options

3.  Obtain consensus about the changes to be sought

4.  Decide how to proceed as a group

Workshop/Full Day
8:30:    Continental Breakfast
9:00:    Welcome and Introductions
9:10:    Overview of the Strategic Planning Process
9:45:    Vision: “The dream”- Creating your own organization’s vision statement
10:30:   Mission: “The what & why?”- Stating your mission.
11:00:   Objectives: “How much of what will be accomplished by when?”
  - Specific and measurable
  - Creating your objectives.
11:30:   Strategies: “How will we get there?”(How initiatives will reach its objectives)
  - Identifying a set of broad and specific strategies.
12:30:   Networking Lunch
1:30:     Identifying Action Steps/Interventions for each change to be sought: “Who will             do what by when to make it happen?”
2:15:     Questions/ Wrap Up 
3:00:     Adjourn

Product of Workshop: A new (or renewed) statement of the group's Vision, Mission, Objectives, and Strategies with Action Plans.

Conference & Training Services (Group Rate, 10-12 )$1, 700.00

_____________________________________________________
























TESTIMONIALS

Strategic Planning Workshop

All below responded Strongly Agree to: The presenter’s knowledge of the topic was excellent. The session was well organized. The materials and handouts were informative and useful. I will be able to use this information in my work.
___________________________

The meeting was productive with the group gathered. The flexibility was very appreciated and worked well with the group. We have many new members.  Kate presented the “why” as well as the “how” in strategic planning.  She put together a clear presentation for our team.  She also put together some information and history to help our new members learn about the journey of the organization as well as current programs and services offered.  Our time spent planning was productive and when we left we had a solid plan of next steps for the board members. Laura Kaplan, Executive Director of Southbridge Interfaith Hospitality Network
___________________________

Kate's balance of pushing us to work and praising us for our accomplishments made the work seem much less burdensome and made the time fly.  Not only did we accomplish more than expected, we left with an enthusiasm to do more.
Pastor Ian R. Lynch - Congregational Church Brimfield, MA
___________________________

Kate has sound and comprehensive knowledge of her discipline - which she shared with warmth, humor, and a good sense of pacing, such that we accomplished a great deal as a group. God Bless - and Thank You. Susan W. Schwartz Ph.D.
___________________________

Kate got us to ask the right questions.  Well done! Pastor Fred Marcoux
Bethlehem Luthern Church Sturbridge, MA
___________________________

We were able to accomplish a lot today and I feel Kate did an excellent job!  The research she did beforehand was integral in the success of the meeting.
Banking Executive, Webster MA
___________________________


Name:
Email:
Phone #:
Message:
For more information, please fill out the form below.  Make sure to include an E-mail address or phone number so that we can respond.  Thanks!