Strategic Planning

Planning is great and doing is better!  Our action-oriented strategic planning processes are rooted in our first-hand experiences.  We start and end your project with one goal – to bring real results to your organization.

Our Services Include:

• Capital improvements planning
• Goal setting
• Concensus building
• Strategic Management and Financial Planning
• Facilitate leadership team retreats
• SMART goals, OKRs (objectives, key results), and planning for how goals are tracked

COMPREHENSIVE Planning

Using our firsthand experience with municipal operations and plan implementation, we help communities write meaningful goals and objectives and prepare plans for land use, housing, community facilities, recreational amenities, transportation infrastructure, utilities, and natural and historic resource protection.

Included in our Process:

1. Assess current planning materials
2. Community engagement (communications plan)
3. Analyze community data
4. Facilitate Steering Committee Meetings
5. Mapping (Future Land Use Map)
6. Align plans with state regulations
7. Identify community objectives/strategies
8. Draft and adopt a plan

Organizational Assessment

Focusing on your organization as a whole and not just the individuals within it, we methodically review your organization’s processes, work environment, and structure.  We provide an action plan of tangible, easy to understand steps to take to move your organization forward.

Our Services Include:

• Create organizational charts
• Assess how organizational functions align with its structure
• Recommend staffing changes
• Update job descriptions
• Benchmark services against peer organizations
• Issue employee surveys

Meeting Facilitation

Guiding meeting processes that stay on course, stimulate participation by all, and achieve your organization’s meeting goals.

Our Services Include:

• Leadership retreats to set goals
• Build consensus around priorities
• Align budgets
• Set and/or update organization mission/vision/values

Capital Improvements Planning

Helping you make sound budgeting and financial decisions regarding your capital improvement investments. We collaborate with you to identify individual capital projects, equipment purchases, and major studies, ensuring alignment with construction schedules, completion timelines, and your financing plans.

Our Services Include:

• Align development projects with capital needs and identify available funding resources
• Identify grant funding opportunities to match projects