Reorganization Review & Planning:
Reorganization Review & Planning is a process designed for an organization that is having to face the prospect of an extremely challenging present and a very uncertain future.  To facilitate Reorganization Planning there is an initial thorough review of an organizations' financial, program, staffing and Board status.  The goal of this 4-6 week process is to generate a detailed six-nine month Recovery Plan that is accepted by both the Board and Executive Director.  Included in this process is exploring the possibilities of collaborating more deeply with other organizations.  Those options can include collaborative funding/programming/marketing, virtual mergers and full mergers.            Reorganization Review & Planning Details

Strategic Planning:
Strategic Planning is a process through which a relatively stable organization can, in a methodical manner, step back and take a look at where they have been, where they are today and vision where they want to be in 3-5 years.  Common features of Strategic Planning include examining an organizations' strengths, weaknesses, opportunities and challenges.  Other focuses can include:  reviewing programs, staffing patterns, Board development, and fund development.  This process takes three-six months, culminating in a plan with short, mid and long term goals and objectives.

Annual Planning:
Annual Planning is a process through which key internal members of an organization work together, under the leadership of the Executive Director, to develop personal and/or department goals and action plans to ensure that the organization moves forward in a coherent manner.  Annual Planning training has three phases:  (1) the initial training of key staff about the Annual Planning process, (2) facilitating a review of initial Annual Plans, and (3) periodic followup on how those plans are being implemented. 

Consulting Fees & General Information