STRATEGIC PLANNING SERVICES

KMY sees strategic planning as integral to the challenge of developing both human and financial resources for organizations.  We bring together in strategic planning all of our experience and skills in research, strategic thinking, meeting facilitation and documentation, and case development. We work with the organization to articulate a vision and mission that reflect the realities of the world around you, your aspirations to affect that world, and the principles and competencies that will guide the organization’s approach.

We believe firmly that the process is at least as important as the product—our practice is to be inclusive, consultative, and ready to learn as well as advise and facilitate.  We guide the organization in development of your own plan, and along the way build stakeholder commitment so that board and staff will be fully engaged in implementation and constituent and funder enthusiasm will translate into participation and support.  KMY will tailor the scope of the process and the form of the planning product to meet the individual needs and resources of your organization—ours is not a “cookie cutter” approach.  The result will not be a “shelf plan,” but a plan that is actually useful and flexible enough to adjust as the implementation environment changes around you.

Board Development: Strategic planning processes will address governance in the organization and how board practice can be advanced to meet the needs of the coming years.  We also provide stand-alone board development services that focus on board structure, practice, membership, fund-raising role, and evaluation.

MEETING SERVICES

Facilitated meetings are at the core of KMY planning processes and other projects with our nonprofit clients.  Even in the age of technology, personal interaction and dialogue remain critical to organizational planning and sustainability, but your board members, staff, advisors, supporters, and constituents are busy people.  You want to value their time and make the most of the opportunity to gather them in a room.  Even more than that, you and they should leave a meeting energized and excited and ready to put plans into action.

Meeting Development and Facilitation

Consultation with you and key stakeholders will inform a strategic agenda that we will facilitate.  We are, in some ways, “old fashioned” facilitators – we don’t use fancy technology.  Rather, we rely on the good minds gathered in the room, and on our ability to be objective and neutral guides, weaving the threads of conversation together, posing challenging and constructive questions, teasing out implications of participants’ comments, encouraging everyone’s participation, and keeping the conversation moving in a useful direction.  Our goal in any facilitation is to get good work accomplished and to have participants comment, “That was the best meeting I ever attended; I am glad I came.”

Meeting Documentation

Meeting documentation can be key to positioning a meeting as a turning point or a catalyst for next steps.  We tailor documentation to your needs, and can provide:

  • Wall notes – The facilitator’s notation of key points helps to move the conversation forward during the meeting and become a useful a shorthand reminder of what transpired.
  • Simultaneous notes –These detailed typewritten notes provide close-to-verbatim commentary and can be edited and provided to the organization as the meeting record, or serve as the basis for further refined documents, depending on your needs.
  • Facilitator’s memo – This brief document provides the facilitator’s summary and perspective on the meeting discussion and outcomes.
  • Outcomes report – This narrative report synthesizes the deliberations and summarizes meeting conclusions and agreements regarding next steps.  It is both a thorough record of the meeting and a tool for further discussion or action.
  • Planning framework – KMY consultants are experienced and skilled in facilitating organizational discussions as part of larger strategic planning processes.  We can design a meeting to produce a draft framework outlining mission, vision, and values; and major goals and objectives that can serve as the basis for further detailed planning.  For organizations with limited budgets for planning, we will work with you to develop this framework and position organization staff and board to continue the planning process internally with only limited additional guidance.