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Premier
5 days, mid-year update, travel, and more... |
Standard
2 days, mid-year update, travel and more... |
Streamlined
1 day, mid-year check-in, travel and more... |
Phase I. Situation Assessment |
| Management Briefing to define Critical Issues |
2 hour on-site |
90 min teleconference |
90 min teleconference |
| Planning Team meeting to develop the Assessment Plan |
½ day on-site |
90 min teleconference |
(Identification of assessment needs is included in teleconference above) |
Templates for your Briefing Book |

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Springboard Online! Access |
All Planning Team Members |
2 Planning Team Members |
1 Planning Team Member |
Phase II. Strategy Workshop |
| Strategy Sessions |
Two 2-day strategy sessions (2-3 weeks apart) |
One 2-day strategy session |
One 1-day strategy session |
| Plan Documentation |
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View the Agendas |
View the 2-day Agenda |
View the 1-day Agenda |
Phase III. Implementation and Monitoring |
| Staff Briefing to Review the Strategic Plan |
2 hour on-site |
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| Action Planning Meeting |
1 day on-site |
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| Strategy Dashboard to track monthly progress |
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| Feedback session to review Strengths & Areas for Improvement |
1 hour teleconference |
1 hour teleconference |
1 hour teleconference |
| 6 Month Update |
½ day on-site |
½ day on-site |
2 hr teleconference |
| You will... |
Implement the plan and the communications plan Monitor progress monthly using the dashboard Hold a formal review every six months and reassess the plan as needed |
Confirm the overall positioning and guiding principles Determine the baseline, three-year targets and first year milestones for each objective Hold a briefing session for your staff to review the strategic plan Develop action plans for each priority strategy Implement the plan and communications plan Monitor progress monthly using the dashboard Hold a formal review every six months and reassess the plan as needed |
Confirm/develop the vision statement, positioning, and guiding principles Determine the baseline, three-year targets and first year milestones for each objective Finalize strategies and priorities Hold a briefing session for your staff to review the strategic plan Develop action plans for each priority strategy Implement the plan and communications plan Monitor progress monthly using the dashboard Hold a formal review every six months and reassess the plan as needed |