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Strategic Planning

The first step toward a successful future is articulating a shared, exciting vision of what you will become. This vision, embraced by all stakeholders, is the foundation upon which your strategic plan will be built. Advancement Partners will guide school leadership through this comprehensive, thought-provoking, and interactive process, helping you to visualize, plan, and realize your school’s fullest potential and preferred future through the creation of a long-range plan.

The objectives of our strategic planning process are:

• To identify and affirm a shared vision for the school;
• To articulate the strategic objectives that will drive key initiatives, deployment of financial resources and operational planning;
• To analyze operational assumptions and prove the future financial viability of the school by creating a five-year financial model and forecast;
• To identify capital investment priorities as a framework for major gift activities;
• To develop a strategy for implementation and ongoing management to ensure goals and objectives are met.

Methodology and Deliverables:

• Three professionally facilitated board/leadership workshops;
• One-on-one interviews with key volunteers and staff;
• Comprehensive, on-line survey to gauge feelings of alumni and benefactors to more effectively assess market position;
• External “testing” of the strategic direction through interviews with 10 – 15 key external stakeholders;
• Advancement Partners will clearly articulate the process required to benchmark and measure progress against goals and will publish the final plan for distribution and execution.