Organizational Planning
We facilitate the creation of inspired, dynamic plans through structured conversations that engage an organization’s community to focus on the most significant questions facing them.
Our approach incorporates:
The unique strengths and contributions of our clients.
The voices of key constituents and stakeholders.
The unique and creative tensions between an organization’s current reality and its desired future.
Each planning engagement is customized to the particular needs of the client and guided by the following strategies:
Key staff and board leadership involvement to ensure that the resulting plan reflects the diverse perspectives and areas of expertise these roles provide.
Key stakeholder and constituent alignment towards a shared vision for the organization’s future.
Clear, crucial, and focused goals that provide a blueprint by which staff and Board can develop a tactical plan.
Continuous assessment of both process and outcomes to highlight lessons learned, insights gained, and necessary mid-course corrections, mirroring the life of the plan as it unfolds in real time.
“Dorel guided us though our first staff retreat in five years. Her ability to listen to the needs of the group, read the room, and adjust the plan to meet our needs was exceptional. As we are an international group, she helped us bridge cultural divides and created a space for safe, honest communication among the team members.”
— Rabbi Rebecca W. Sirbu, Executive Vice President, Jewish Funders Network