Planning & Facilitation Services
Clients looking for these services say:
- “We need a strategic plan to take advantage of our current opportunities.”
- “We are about to take on a major shift in our services and want an efficient and effective transition.”
- “Our board needs a retreat to help it meet its potential.”
- “We are really stuck trying to deal with this crisis. Help!”
In response:
1. New Perspectives creates strategic plans that maximize organizational opportunities.
Clients benefit via:
- Doable three- to five-year plans that specify resources, roles, timelines, and checkpoints during implementation
- Innovative organizational initiatives or shifts in focus
- Improved internal structures that enhance organizational functioning
- Stakeholders who are committed to implementing the plan because they participated in its development
Success Stories
Organizational Crossroads Inspires Consensus-Building
Facing a lack of consensus among its diverse constituents and anticipating a major resource cut, a state government agency called New Perspectives for help. New Perspectives responded by completing an initial assessment, establishing planning objectives, designing and facilitating a series of strategic planning meetings, creating a report featuring strategic directions and a five-year implementation plan, and providing coaching and leadership support for the agency director.
As a result of this work, the agency developed a common vision among its government, university, nonprofit, and community constituents. This common vision led constituents to advocate for agency support. In addition, the strategic plan provided a blueprint that the agency used to garner additional resources.
Crafting a Strategic Initiative
A foundation contacted New Perspectives seeking help in determining a strategic direction for a new funding initiative. New Perspectives helped staff, board, and community advisors to interpret and use issue-related data; facilitated consensus-building around a tighter issue focus; and created logic models to refine initiative aims and activities.
Foundation staff took these recommendations to the board, which approved and funded the initiative. This well-crafted initiative later moved successfully from planning phase to implementation phase.
2. New Perspectives develops new program plans or initiatives that fill a critical niche.
Clients benefit via:
- Data on the target issue or population to guide program development
- Analyses of best practices from other programs to avoid pitfalls and reinventing the wheel
- Action plans for launching the program
- Mile markers for progress during program development and refinement
- Team buy-in
3. New Perspectives facilitates powerful retreats that prepare team members to advance the organization.
Clients benefit via:
- Shared vision about where the organization is and where it is heading
- Joint sense of ownership of the work that will build the organization
- Clarity around the different roles of various team members and others
- Team members with enhanced skills and confidence ready to take on the work
- Enthusiasm for and recommitment to the organization’s aspirations
4. New Perspectives delivers effective interventions to overcome major roadblocks and to unleash renewed momentum.
Clients benefit via:
- Diagnoses of the contributing causes and effects of the problem
- Examples of how other organizations and the organization itself have addressed similar situations successfully
- Inventories of organizational assets to call on
- Specific, realistic plans for moving forward successfully
- Checkpoints to determine that the problem is being solved
New Perspectives also provides curricula and training about facilitation, strategic planning, and other areas of organization development for clients that wish to build their capacities to complete similar work internally.
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Success Stories
Organizational Crossroads Inspires Consensus-Building
Facing a lack of consensus among its diverse constituents and anticipating a major resource cut, a state government agency called New Perspectives for help. New Perspectives responded by completing an initial assessment, establishing planning objectives, designing and facilitating a series of strategic planning meetings, creating a report featuring strategic directions and a five-year implementation plan, and providing coaching and leadership support for the agency director.
As a result of this work, the agency developed a common vision among its government, university, nonprofit, and community constituents. This common vision led constituents to advocate for agency support. In addition, the strategic plan provided a blueprint that the agency used to garner additional resources.
Crafting a Strategic Initiative
A foundation contacted New Perspectives seeking help in determining a strategic direction for a new funding initiative. New Perspectives helped staff, board, and community advisors to interpret and use issue-related data; facilitated consensus-building around a tighter issue focus; and created logic models to refine initiative aims and activities.
Foundation staff took these recommendations to the board, which approved and funded the initiative. This well-crafted initiative later moved successfully from planning phase to implementation phase.
