Request Call Back(613) 890-1581

Monday - Friday8AM - 9PM

Ottawa, ON, K1Y 4N622 O'Meara St, Suite 102

HomeNonprofit Consulting ServicesStrategic Planning Facilitation

One-Day Strategic Planning Facilitation

Designed for organizations seeking broader stakeholder engagement, deeper organizational analysis, and more comprehensive strategic prioritization discussions.

Comprehensive Strategic Evaluation, Alignment
&
Strategic Road Mapping

This one-day strategic planning workshop is designed for organizations seeking a comprehensive and collaborative strategic planning process using Vectors Group’s proprietary Executive Strategic Evaluation Process (E-SEP) and ViStA Strategic Management Framework.

The workshop combines stakeholder engagement, facilitated surveys, quantity and quality gap analysis, strategic evaluation, organizational alignment, strategic goal development, prioritization, and strategic road mapping.

The full-day format allows participants to move progressively from organizational evaluation and stakeholder perspectives to strategic priorities, alignment, and a high-level roadmap for moving forward.

8 Hours

8:30 – 9:15 AM

Session 1 – Organizational Foundations & Strategic Framework (45 mins)

Establishing Organizational Identity & Strategic Direction

Time Allocation:

10 mins – Introduction and workshop overview
15 mins – Introduction to E-SEP & ViStA methodology
20 mins – Review of Vision, Mission, and organizational direction

The opening session establishes a common foundation for the day. Participants are introduced to the workshop objectives, facilitation process, and the E-SEP and ViStA methodologies that will guide the strategic planning discussions.

The session also provides an opportunity to revisit the organization’s Vision, Mission, and overall direction, ensuring that participants begin the planning process with a shared understanding of the organization’s purpose and desired future.

9:15 – 11:00 AM

Session 2 – Strategic Evaluation, Surveys & Gap Analysis (105 mins)

Organizational Assessment & Strategic Insights

Time Allocation:

35 mins – Stakeholder survey completion and facilitated feedback activities
25 mins – Review and discussion of stakeholder survey findings
25 mins – Quantity and quality gap analysis
20 mins – Discussion of strategic parameters, organizational challenges, opportunities, benchmarking, and environmental considerations

This session provides the analytical foundation for the strategic planning process. Participants contribute their perspectives through facilitated stakeholder engagement activities and examine the organization’s current position from multiple viewpoints.

Using quantity and quality gap analysis, participants explore the difference between the organization’s current position and its desired future state.

The discussion also considers relevant organizational challenges, opportunities, environmental factors, and other strategic parameters that may influence future direction.

11:00 – 11:15 AM

Morning Break (15 mins)

11:15 AM – 12:30 PM

Session 3 – Strategic Goals, Priorities & Organizational Alignment (75 mins)

Identifying Strategic Themes & Future Organizational Direction

Time Allocation:

30 mins – Identification of strategic goals and organizational focus areas
25 mins – Discussion of organizational priorities and alignment considerations
20 mins – Review of sustainability, growth opportunities, governance considerations, and emerging strategic themes

Building on the organizational evaluation completed in Session 2, participants begin translating insights into potential strategic directions.

The facilitated discussion focuses on identifying strategic goals, organizational priorities, and emerging themes while considering their alignment with the organization’s Vision, Mission, stakeholder expectations, capacity, and future direction.

By the end of the morning, participants will have established a clearer set of strategic themes and potential priority areas to carry into the afternoon prioritization process.

12:30 – 1:30 PM

Lunch Break (60 mins)

1:30 – 2:45 PM

Session 4 – Strategic Prioritization (75 mins)

Building Consensus Around Strategic Priorities

Time Allocation:

30 mins – Evaluation and prioritization of strategic themes
25 mins – Alignment of organizational priorities
20 mins – Confirmation of priority areas and strategic focus

This session moves the conversation from identifying possibilities to making strategic choices.
Participants evaluate the strategic themes and potential priorities identified during the morning sessions and discuss their relative importance, feasibility, organizational impact, and alignment with the organization’s future direction.
Through facilitated discussion, participants work toward consensus around a manageable set of strategic priorities that can guide organizational decision-making and future planning.

2:45 – 3:00 PM

Afternoon Break (15 mins)

3:00 – 4:30 PM

Session 5 – Strategic Road Mapping & Next Steps (90 mins)

Turning Strategic Priorities into a Clear Path Forward

Time Allocation:

35 mins – Strategic road mapping and development of key strategic directions
20 mins – Identification of initial actions and organizational focus areas
20 mins – Identification of success indicators and implementation considerations
15 mins – Final alignment, workshop wrap-up, and next steps

The final session translates the organization’s strategic priorities into a high-level strategic roadmap.n

Participants discuss how identified priorities can move forward, explore initial actions and organizational focus areas, and identify potential indicators that can be used to assess progress.

The workshop concludes by reviewing the day’s outcomes, confirming organizational alignment, and establishing the next steps required to move from strategic planning into implementation.

Expand

Pricing Options

$4,800

Option A

One-Day Strategic Planning Facilitation

8-hour facilitated strategic planning workshop
E-SEP & ViStA facilitation methodology
Stakeholder engagement activities
Quantity and quality gap analysis
Strategic priority identification
Preliminary strategic roadmap

$6,800

Option B

Facilitation + Stakeholder Surveys & Analysis

Pre-event qualitative survey
Pre-event quantitative survey
Stakeholder data collection
Survey analysis and findings
Integration of stakeholder insights into the facilitation process

* Plus, includes everything in Option A.

$8,600

Option C

Facilitation + Surveys + Strategic Facilitation Report

Comprehensive Strategic Facilitation Report
Executive summary
Stakeholder engagement findings
Strategic themes and organizational priorities
Strategic roadmap summary
Recommendations and next steps for implementation

* Plus, includes everything in Option B.

Travel & Accommodation

For workshops held outside the Ottawa region, travel and accommodation expenses are not included in the facilitation fee. These expenses will either be arranged and covered directly by the client or invoiced separately at cost, subject to prior approval. Any travel requirements will be discussed and confirmed before the engagement begins.

Looking for a Different Facilitation Format?

We offer a range of Strategic Planning Facilitation services to meet the unique needs, timelines, and budgets of nonprofit organizations. Whether you are looking for a half-day workshop, a one-day strategic planning session, or a comprehensive two-day facilitation, our experienced team can design a process that fits your organization. Explore all of our strategic planning facilitation options at:

https://vectorsgroup.com/services/strategic-planning-facilitation/

Half-Day Strategic Planning Facilitation

Two-Days Strategic Planning Facilitation

Your strategic partner