Strategic Planning

Member $1,675.00
Non-Member $2,095.00

The purpose of strategic planning is to develop a three (3) to five (5) year blueprint for the organization’s future and involves the board and the executive director working closely together to identify the desired goals and outcomes for the organization. 

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Strategic Planning

The in-person strategic planning session is about the organization’s leadership identifying priorities, setting long-term goals, and developing a plan to achieve them. The board and executive director will be actively involved in providing guidance and input throughout the strategic planning process. Every organization will have different needs for a strategic plan, depending on the organization’s leadership, culture, and size. 

Having a strategic plan in place is an important tool to have, as it ensures that everyone – board, senior management, and staff – are all on the same page and working to achieve the same goals. This helps lead to the long-term success and sustainability of the organization. 

Benefits of Strategic Planning
  • Clarifies the organization’s top priorities
  • Gives the organization a clear sense of direction
  • Ensures that everyone is on the same page and working towards the same goals
  • Is a key communications tool for stakeholders
  • Is required, or at least preferred, by most funders

SARC’s Process

SARC’s strategic planning service involves three steps to ensure your organization has the tools necessary to plan for and carry on the process, even after the facilitator has left. 

1. Pre-work

In advance of the session, representatives from your organization will be asked to complete two (2) documents that will identify factors currently affecting your organization and its specific needs.  This information will then be used to shape the session. 

2. In-house session

SARC’s facilitator will come to your organization and guide individuals through an interactive one-day (1) session that encourages dynamic discussion and results in the organization identifying its top priorities and goals for the future. 

The session will focus on: 

  • Confirming and/or clarifying the organization’s mission and vision 
  • Considering all factors that may influence the organization’s direction and goals 
  • Identifying key performance areas and beginning to develop action plans 
  • Providing resources on implementing and updating the plan as well as how to write a formal strategic plan document 
3. Post-session

Following the session, the organization will be provided with a detailed final report that summarizes the discussions and decisions made throughout the day, as well as outlines the next steps for your organization as identified in the session.  This information will provide the framework to further develop action plans and a formal strategic plan. 

The strategic planning process is a collaborative way of charting a course of action for the organization and should be considered a living, breathing process that is constantly referred to, updated, and reported on. The work does not end when the plan is put on paper. 

Is Your Organization Ready to Plan for the Future?

If you answered yes to this question and are interested in having someone guide your organization through the strategic planning process, SARC has a facilitator who can direct and customize the session, to meet your organization’s specific needs.  

For more information on how to schedule a strategic planning session, please click here. 

Please Note: The fee includes all session materials and resources, but does not include facilitator travel, meals, or accommodation costs (if required), at SARC rates. 

Desiree Tirk – Trainer/Resource Developer – Leadership, SARC

Spending the past 25 years working in community development in the nonprofit and government sectors, Desiree brings a variety of experience of with developing and facilitating workshops and has held positions as Program Manager, Facilitator, and Trainer. Desiree has over 20 years’ experience as co-owner of a business and holds a Bachelor of Indian Social Work and Bachelor of Arts in Native Studies.

Desiree started working at SARC in 2020 and is the Trainer/Resource Developer, Leadership. As a lifelong learner, Desiree continues to grow her skills with new learning opportunities wherever she can and values the relationships she has made along the way.

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