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8/7/2013: Designing Effective Strategic Planning Retreats
August 7 @ 1:00 pm - 2:00 pm
Strategic planning should be an opportunity for the whole organization to learn from itself (and others) about its choices, to develop a stronger consensus, and to cultivate increased engagement among its various stakeholders. However, it is often left in the hands of a small group of senior managers. How can you involve more of the organization, effectively and efficiently, in creating or revising your plans?
The starting point for engagement is a carefully designed strategic planning retreat. There are various choices you can make in preparing for an effective retreat. These choices can be implemented using various structural tools so that the meeting is productive and contributes to a strategic planning process that yields plans that all understand and are aligned to implement. Rick and Sam will share examples and tools for working on strategic planning with groups from 12 to 200 in size.
- The critical role of engagement in a strategic planning process.
- How to determine which meeting tools are right for your situation.
- How to use these tools.
|Rick Lent has spent the last 25 years facilitating meetings around the world in business, non-profit organizations and communities. He has facilitated meetings intended to bring multiple groups together around strategic planning, organizational restructuring and difficult societal issues. He has helped various nonprofit boards redefine vision and strategy and improve how they work together as a team.
Among the organizations in which Rick has supported significant meetings are: InterAction (multi-stakeholder pandemic preparedness), UNICEF (country-wide health crisis), Ashland (design-build contracting), ArchstoneSmith (organizational change), Logitech (vision and balanced score card plan), the WK Kellogg Foundation (strategy and vision), Johnson & Johnson (post-merger alignment), and the International Federation of Red Cross and Red Crescent Societies (NGO partnering). He has also worked with numerous civic, religious and nonprofit groups.
Rick delivers workshops and presentations on a structural approach to better meetings. He also provides complete meeting design and facilitation services and coaches leaders on how to resolve particular meeting challenges. His new e-book, Meeting for Results Tool Kit: Make Your Meetings Work, will be available on Amazon in September 2012.
Rick received his Ph.D. in instructional design from Syracuse University and held various management positions in several international organizations before co-founding Brownfield and Lent in 1991.
|Meeting for Results is a service of Brownfield and Lent, a consultancy which for 20 years has focused on creating conditions for people to excel by changing the conversations they hold.||Sam Frank founded Synthesis Partnership to assist nonprofits with strategy, planning, and organizational development and change. He advises and has served on the boards of local and national nonprofit organizations addressing arts and culture, education, health care, preservation, homelessness and the environment. Sam frequently offers workshops on planning at national conferences and writes an e-newsletter, Critical Issues in Strategy, Planning and Organizational Development (http://bit.ly/SyParchive) and a blog on nonprofit issues (http://bit.ly/blogSyP). He conceived and directs the Wednesday Webinars at nonprofitwebinars.com. Prior to Synthesis Partnership Sam was Director of Architecture and Design at Corning Incorporated, and Dean of Architecture and Design at Rhode Island School of Design. He was educated in English literature at Princeton University, architecture at Harvard University, and architectural history, theory and criticism at the Massachusetts Institute of Technology.|
|Synthesis Partnership assists nonprofits with strategy, planning, and organizational development and change. The foundation of our approach to any assignment is attentive listening to the situation, needs, culture and aspirations of the client. Our clients have represented a variety of sectors (including education, arts and culture, health care, and social services), sizes (no staff to hundreds of staff; budgets in the low six figures to the high eight figures), maturities (start-ups to well over a century old) and experience (organizations new to planning and organizations with extensive history and experience of planning). Our breadth of understanding of nonprofit sectors and issues helps us to ask the right questions and explore the relevant concerns to assure integrated explorations and solutions. Case studies of some of our projects and articles on strategy, identity, capacity and facilities can be found at www.synthesispartnership.com.|