Strategic Planning

• Meet with the project steering committee to officially begin the project
• Communicate with staff about the project

Read key documents

• Organization Strategic Plan (if available)
• Annual Reports
• LSC Program Quality Visit Reports (if available)
• Reports and metrics related to the specific goals of the strategic plan

• Meet with people at all levels of the organization (board members, senior leaders, managers, staff)
• Meet with clients and people eligible for services
• Meet with key community partners
• Meet with pro bono volunteers

Based on findings in Phase 1 and the goals of the strategic plan, utilize the appropriate methods:

• Surveys and additional interviews (as needed) with key internal and external personnel
• Collect and read reports and best practices
• Experiential learning (user studies, attend events/clinics, etc.)

• Develop a report that includes findings, analysis, and recommendations
• Present the report to the steering committee and other personnel as desired

• Write a Request for Proposal (RFP) for implementation of selected initiatives

• Create materials to assist with fundraising for technology implementation

• Write a grant application