Mini Strategic Planning
Mini Strategic Planning: for Staff Teams, Working Boards, and Smaller Organizations
What is Mini Strategic Planning?
This is planning for staff teams, working boards, and smaller organizations. Strategic planning can sometimes feel like a daunting undertaking. I want to help groups create plans that help them get good work done and use their time and resources wisely. I use my Technology of Participation training and skills to guide you and your group through a participatory, consensus-based process. Here are the elements of this planning:
Design: I meet with a small group to design a planning process, learn how to engage your people, and understand what you want to get out of your planning process
Content review: I review organization materials, whatever current plans you may have in place, your website and social media, and whatever else is relevant to review
Assessment: I conduct a truncated assessment through a set of phone conversations with 4 or 5 people that can further inform the planning process and agenda for the planning session
Planning session: I facilitate a 3-4 hour planning session with your people and you develop a set of high level goals and strategies. The purpose and agenda of this session is unique to you and your team or organization
Report: I document the process and the work, complete a report, and submit to you at the close of the project
What is not included in Mini Strategic Planning?
Mini Strategic Planning is just that: mini. This type of planning assumes:
You already have established relationships with each other and don’t need to spend a lot of time getting to know each other or developing a shared idea of the purpose or outcome of the planning work.
You are not using this planning process to get a detailed plan in place for a specific project, event or campaign. That could be better suited to Action Planning. Look for a future blog post on this.
You are not using this process to redefine your mission, vision, or values in addition to developing a plan (this process could be designed to help you do ONE of those things, for example).
You are not using this process to substitute for or in place of community engagement.
Your planning group is not larger than 10-12 people. Once a group gets larger than that, I work with one of my co-facilitators, which means an additional cost for their time and expertise.
How does it work?
If you are interested in mini strategic planning, contact me and we’ll schedule a phone conversation or short coffee/tea meeting. I complete a form that helps me understand what you and your organization are looking for. I then draft a proposal for your review. If you decide you want to go for it, I write a Letter of Agreement (or use your organization’s contract template).
A mini strategic planning process takes two to three months from start to finish.
How much does it cost?
Mini strategic planning processes are usually in the range of $2,500 to $10,000.
Additional time for a more comprehensive assessment or for more planning sessions can be added for additional costs, depending on your organization’s needs and resources.
***I offer a sliding scale for this type of planning. If you do not have resources for this, I will work with you to figure out a fair cost and payment plan.
How do we get started?
Contact me at amybrugh@gmail.com or 612-741-6733 and we can go from there. I can answer questions you might have via phone, email or a quick cup of coffee/tea.
What if I want the non-mini version? The whole shebang strategic plan. I have the time and resources for a full strategic planning process.
Sure! Let’s discuss! Contact me at amybrugh@gmail.com or 612-741-6733 and we can go from there.