Executive Strategic Evaluation Process (E-SEP)

Executive Strategic Evaluation Process (E-SEP) is a practical strategic evaluation tool for nonprofit boards and management teams.
Executive Strategic Evaluation Process (E-SEP) is a practical strategic evaluation tool for nonprofit boards and management teams.

E-SEP is also the first step of the ViStA Strategic Management Framework illustrated below.

E-SEP strategic evaluation methodology includes the following three strategic evaluation phases:

1. Strategic Identification

2. Strategic Priorities

3. Strategic Road Mapping
Strategic Evaluation Methodology


The first step of our Executive Strategic Evaluation Process and business intelligence gathering is engagement. Involving key members of staff in addition to the nonprofit board members in the planning process not only provides insight and awareness into the challenges, issues and opportunities concerning various departments; there also comes a clarity into how each department is dependent on and impacts other organizational operations.

We facilitate a dynamic discussion with the board and key staff members to determine how the top 10-15 key strategic parameters (or strategic elements) of your organization are performing and decide where organizational resources need to be focused at this particular time to maximize sustainability and growth. This will include stakeholder management, environmental and capacity analysis.

For the strategic evaluation of nonprofit organizations and charities, our researchers use two umbrella parameters: Scope and Quality Scope includes parameters that are already numerical such as number of volunteers, number of beneficiaries, number of facilities etc. Quality includes everything else that is not numerical or quantified such as employee motivation, community perception, quality of services etc.

The following charts are generic examples from the sector just to give you a brief idea. The parameters and the charts will be different for each nonprofit organization and charity however the methodology will be similar.

In this example, we identified 11 strategic parameters and developed a survey to collect data from the board member, staff and the key stakeholders.


As illustrated in the charts we compared the gap between today and the future and identified the strategic parameters that are above the threshold.

Strategic Evaluation Methodology


This step uses qualitative and qualitative data to measure and visualize where your nonprofit is today and where you want it to be in the future. This will merge your strategic priorities with your organization’s ‘impact’.

Facilitating communication between the board and staff ensures the valuable ideas your employees provide through this engagement and decision-making process will reinforce their commitment to “buy-in” and to strategy execution success.

At the end of this process, you will also get a chart similar to this one that shows where your organization is today and where you want to see it in 3-5 years depending on your strategic planning period. We will also teach nonprofit organizations how to use this tool so they will be able to measure their strategic performance or progress in certain periods.

Strategic Evaluation Methodology

Strategic Road Mapping

Here we provide a guideline for actionable strategic planning and strategic implementation. We help nonprofit organizations define and set strategic objectives that align with your organization’s vision and mission, and by prioritizing goals to ensure the high priority ones have the proper resourcing to ensure success. Our consultants do an environmental analysis, benchmarking and literature research to simplify the strategic process for the decision-makers. The following is an example of a strategic road-mapping process.
We leave you with the strategic evaluation tools you need to realize your nonprofit goals and exceed your expectations.

Executive Strategic Evaluation Process (E-SEP) is a strategic evaluation tool develop by Vectors Group researchers to assist nonprofit organizations and charities.
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strategic planning quote.

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    Vectors Group was surprisingly fast and effective in our strategy evaluation process. Their custom designed questionnaire both helped us to quantify “where we are today” and “where we want to be in the future” and helped us prioritize our strategies.

    Yacouba Traoré
    Executive Director, Rideau-Rockcliffe CRC

    We wanted to build on the quality of services that we currently provide, identify gaps and embrace emerging opportunities. Vectors Group’s strategic-planning process helped us evaluate where we are, identify our priorities and develop a clear plan to achieve them.

    Deirdre Freiheit
    President & CEO, Shepherds of Good Hope

    Vectors Group and its Lead Consultant Omer Livvarcin were very helpful in facilitating the creation of a video series for OrKidstra. We very much appreciate Vector Group’s commitment to helping us tell our story and increase awareness and support for our social development through music programs.

    Tina Fedeski
    M.S.M., Executive & Artistic Director, OrKidstra

    Thank you so much for presenting today on time management – you are an amazing speaker, and bring such warmth and positivity with you, that you lift the energy of the virtual space and share such excellent advice and tips in a respectful manner.

    Kristy Anne Townshend
    ally- Community Developer (BA, B.Ed., MA, MSW) Kagita Mikam

    The Alberta Workforce Essential Skills Society contracted Omer and Mercedes at Vectors Group to walk us through a strategic planning exercise using tools designed by himself and his team specifically for the non-profit sector. Through the guided sessions, we were about to define our services, values, and impact to a greater degree. We walked away with a better understanding of the goals we want to focus on over the next three years. Omer and Mercedes were engaging and shared numerous tools that will be helpful as we take steps towards measuring our accomplishments. Thank you.

    Cindy Messaros
    Executive Director, Alberta Workforce Essential Skills, awes.ca

    Vectors Group is definitely one of the most effcient and professional management consulting group for nonprofit organizations in Ottawa. Its dedicated team offers valuable scientific and applicable solutions that fit the needs of charities, foundations, associations and other nonprofit organizations, and help them improve their strategic planning and organizational performance.

    Emmanuel R. Goffi
    Emmanuel Goffi
    Director, Global AI Ethics Institute

    The way Daniel (Vectors Group) has tied it all together and shown the interconnectedness of the various elements works really well in guiding the discussion. In fact, I think it’s one of the best formats I’ve ever seen in all the years I’ve been involved with Strategic Planning.

    Leon Mills
    M.Ed, CAE, COHC, Executive Director, Canadian Hard of Hearing Association–Newfoundland & Labrador
    Your strategic partner
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    Management Consulting for Nonprofits and Social Enterprises
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    Your strategic partner
    Vectors Group
    Management Consulting for Nonprofits and Social Enterprises
    Our locations
    Where to find us?
    Get in touch
    Social links
    Follow us on social media to get updatesabout our services.

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    Copyright by Vectors Group. All rights reserved.

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