- Yosemite National Park (YNP), Visitor Messaging – Representatives from all Park Divisions were invited to participate in creating recommendations to the Park Superintendent on the priority messaging for YNP visitors over the next few years. Through a process called “Image Shift” and consensus workshops, the group created consensus on the priority messages. Superintendent Reynolds even joined in the discussions!
- Environmental Action Committee of West Marin, Strategic Plan – This was the first Strategic Plan in this 40-year old organization. A history wall was created to evaluate the past and lay a foundation for future plans. Staff were grateful for the clarity that they were all headed in the same direction. Executive Director, Morgan Patton says, “We are in a good place now, so we are starting to look closer at our programs and priorities for the coming years, which our strategic planning framework has helped to address.”
- LEDA Law Firm, Partners Retreat – Marcia worked with the senior partner to establish clarity on the Retreat outcomes. The partners came to agreement on the top priorities for the following year, and they established performance objectives and an implementation plan to help achieve the goals. Twelve months later, structural changes were made to adjust the plan based on the data that was tracked after the Retreat.
- Alameda County Court Appointed Special Advocates (CASA), Team Building – As part of the staff’s semi-annual planning retreat, a team building activity was implemented that focused on how staff thought other people saw them in the workplace. The purpose was to gain insight on how the staff could modify their behavior to work well with co-workers and the CASA volunteers.
- KRYZ Radio Station, Event Action Plan – The Board engaged in an action planning process to create a new fundraising and community-building event. By the end of the one-day session, the group achieved clarity on priorities, and developed action steps for each person and accountability benchmarks to ensure they stayed on track.
- Balanced Rock Foundation, Strategic Plan – A multi-month series of meetings engaged all Staff and Board members in a process that challenged the current business model approach. This assisted the organization in clarifying its target audience to assist with Search Engine Optimization and programmatic priorities.
- Eviction Defense Collaborative, Board Development – Over several meetings, the Board reached agreements on the board member and officer duties and the roles of the various committees. This included a succession plan, which enabled a more smooth handoff during a leadership transition.