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Attachment C
<br />PHASE IV: Strategic Planning Retreat
<br />End of October through December 2024, In-person
<br />Strategic Planning
<br />Consultants, City Council, Department Heads
<br />Retreat
<br />Strategic planning should energize, build engagement & leave your entire organization knowing they can handle
<br />whatever comes their way. INspiring SIGHT utilizes coaching competencies and relationship systems coaching
<br />approach to strategic planning. In essence, the retreat is part strategy, coaching, systems work, truth telling &
<br />decision-making. Our process was designed based on the Five Reasons Strategic Plans Fail to Be Strategic. In this
<br />two-day retreat, we will present a summary of Phases I, II, III that informs the board of the stakeholder feedback
<br />which is synthesized into gaps, trends, themes, competitive advantage, risks, threats, and opportunities. The retreat
<br />will include a combination of the following activities:
<br />•Mini training on the anatomy of a strategic plan
<br />•Report on stakeholder feedback
<br />•Tie in of community input
<br />•Strengths, Weaknesses, Opportunities, and Threats
<br />•Facilitate discussions and exercises for helping leadership focus and prioritize investments & strategies
<br />•Create draft of ©Strategy Tree which includes creation of the vision, mission, strategic directions, and values (One-
<br />page strategic plan, see pg. 10)
<br />We’ve broken the strategic planning retreat into four individual, four-hour sessions to allow for reflection time in
<br />between sessions.
<br />Session 1 Define & set expectations, anatomy of a strategic plan confirm alignment w/ vision, mission, strategic
<br />priorities
<br />Session 2 Set priority goals & measurements for each strategic direction. Determine where existing activities fit
<br />Session 3 Continue work from session 2, consensus on a draft of final plan
<br />Session 4 Finalize the strategic plan, and guided implementation
<br />©StrategyTree
<br />Strategy & Change Are Living Processes
<br />INspiring SIGHT’s one-page ©StrategyTree allows organizations to visualize the organizations’ strategic
<br />plan as a living document and litmus test for all decision-making. Our process also advances teams through
<br />the change associated with implementing strategy.
<br />Our approach to strategic planning is to synthesis all stakeholder feedback into trends, themes, gaps,
<br />strengths, opportunities, weaknesses/threats, and your organizations’ competitive advantage. After
<br />reporting that information to the board, I lead several facilitated discussions to help the board connect the
<br />dots between what they heard, what they know, what they don’t know and what they vision for the
<br />organization. As we move through creating drafts to all components of the strategic plan; vision, mission,
<br />values, and strategic directions, we test them to see if they are in alignment before finalizing any plan.
<br />On the following page, we’ve included the template for the ©Strategy Tree. This is our one-page strategic
<br />plan visual. Organizations can use this visual with internal or external audiences, or easily adapt the
<br />information into another graphic design that aligns with their brand. This can be kept in front of board and
<br />staff members by taking a photograph, using in PowerPoints, or hanging in facility / meeting space.
<br />Included in our strategic planning retreat is a brief tutorial on the anatomy of a strategic plan and how each
<br />of the components are used to help your board ask questions and make decisions in alignment with your
<br />plan. The tree metaphor for the strategic plan is helpful for board and staff members in keeping the plan
<br />alive. I’ve provided a sample plan from a previous client.
<br />Please note, this is a high-level planning document. When guiding staff through implementation, we move
<br />them to more easily maneuverable templates in Microsoft Word, Excel or existing systems they may have
<br />already hadin place.
<br />Pg. 9
<br />Qbhf!81!pg!2:4
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