Strategic Planning

Strategic Plan CoverUrsa Major's approach to strategic planning services is (1) tailored, (2) informed, (3) collaborative, (4) effective, and (5) focused.  We regularly team with International Leadership Consulting / Catoctin Consulting and provide an experienced team to facilitate consensus on goals, objectives, strategies, performance measures and targets, and reflect the business knowledge of the organization and its stakeholders that participate in the process.

  1. Tailored.  We understand the specific needs of the organization, and tailor the methodology to meet their needs.
    We have extensive experience with a number of frameworks, including brainstorming, creative problem solving, the Balanced Scorecard, performance-based budgeting and the logic model.
  2. Informed.  We analyze the current state of the organization compared with existing strategic and business plans, and the external environment, review perforamnce results, and interview key stakeholders to conduct a strengths, weaknesses, opportunities and threats (SWOT) analysis, and possible goal areas. We may do data mining or trend analysis of performance data or conduct gap analyses.
  3. Collaborative. We conduct design meeting(s) with the organization's planning team and plan group and stakeholder participation to develop buy-in through facilitated collaboration. We tap into existing experience of diverse stakeholders and obtain cross-organizational input.
  4. Effective.  We have an extensive set of field-tested tools and templates and may develop strawman plans to speed the process. We use non-threatening techniques and small group work to draw out those who may be reluctant to speak, honor everyone's participation, and focus the discussion. We use technology where appropriate.
  5. Focused. We design and facilitate meetings and workshops to achieve objectives. We document meeting results and support the organization in implementation, assessment, and performance management.
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