vitalclarity.com Strat Plan Overview

Participatory Strategic Planning (PSP) Service Overview

Stage 1: Design Meeting

The decision to plan and work together in a new, consensus-driven way has been made. Initial commitment to this process involves inviting additional, diverse perspectives to be represented at the Design Meeting. (More about Stage 1)

Stage 2: Off-site Strategic Planning Meeting

This meeting takes place over a two- to three-day period with representation from key stakeholders and the total organization. The planning group actively participates in generating data in response to focused topics: Inventory of National Trends, Practical Vision, Underlying Contradictions, Strategic Actions and Directions, and a One-Year Project Implementation Calendar.

During these sessions, ideas are generated using individual and group brainstorming processes. All ideas are visually displayed so the whole group can determine how to organize and title them in a way that will integrate and guide their future actions. (More about Stage 2)

Stage 3: Follow-Up Implementation

Leadership Coaching - Team Leaders and Plan Coordinators receive support on how to facilitate effective meetings through modeling and coaching.

Plan Implementation (Client driven) - Strategic Direction Teams carry out the First Quarter projects that have been jointly identified in Stage 2 by following steps outlined in their respective Implementation Tracking Worksheets.

Quarterly Progress Meetings - The original planning team, along with added team members, reconvene every quarter for progress meetings. The plan is reviewed to assess and celebrate the progress that has been made by each team.

Annual Strategic Plan Update - At the full-day Annual Update Meeting, the core components of the plan are refreshed and a new One-Year Project Implementation Calendar is developed to continue progress toward achieving the Practical Vision. Adjustments in the composition of Strategic Direction teams are also made at this time. (More about Stage 3)