Two-Days Strategic Planning Workshop

Time Allocation:

• 10 mins – Introduction and workshop overview
• 15 mins – Introduction to E-SEP & ViStA methodology
• 20 mins – Review of organizational foundations and current strategic direction

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

Time Allocation:

• 25 mins – Identification of external trends and environmental changes
• 25 mins – Discussion of sector, community, funding, policy, technology, and other relevant considerations
• 25 mins – Assessment of potential implications for the organization

This session examines the external environment in which the organization operates.

Participants consider relevant trends, changes, and emerging developments that may affect organizational priorities, services, stakeholders, sustainability, and future direction.

Time Allocation:

• 30 mins – Quantity gap analysis
• 30 mins – Quality gap analysis
• 30 mins – Integration of stakeholder, environmental, and organizational findings

This session brings together the major findings from Day 1.
Using quantity and quality gap analysis, participants examine differences between the organization’s current position and desired future state and identify areas requiring strategic attention.

The session concludes by connecting organizational foundations, Vision and Mission, stakeholder perspectives, environmental considerations, and organizational gaps to establish the analytical foundation for Day 2.

Time Allocation:

• 25 mins – Identification of positive risks and strategic opportunities
• 25 mins – Assessment of potential organizational benefits and impact
• 25 mins – Discussion of opportunities requiring strategic attention

This session examines positive risks — uncertainties that could create opportunities or beneficial outcomes for the organization.

Participants identify potential opportunities related to growth, partnerships, funding, innovation, programs, technology, community engagement, organizational capacity, and other relevant areas.

The discussion helps determine which opportunities may warrant proactive strategic action.

Time Allocation:

• 30 mins – Evaluation and prioritization of strategic themes and goals
• 25 mins – Organizational alignment and consensus-building
• 20 mins – Confirmation of strategic priority areas

Participants evaluate the proposed strategic goals and themes based on their importance, feasibility, potential impact, stakeholder expectations, opportunities, risks, and alignment with organizational direction.

The facilitated process helps the group build consensus around a manageable set of strategic priorities.

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.

Participants discuss how identified priorities can move forward, identify initial actions and success indicators, consider implementation requirements, and confirm the next steps required to move from strategic planning into implementation.