Organizational Focus Workshop

This structured, facilitated exercise is designed to assist a nonprofit organization (its board, management and key stakeholders) to identify and prioritize the most critical issues they face and develop an action plan to address them.

The Process

  1. Understanding the situation

ESCCO’s team of three experienced consultants will meet individually with the executive director and board chair to understand each of their perspective on the organization.

The ESCCO team will review the organization’s mission statement, by-laws, financial reports, communications materials and web site to round out a picture of the organization.

  1. Market Position Workshop (Day 1    1 - 2Hours)

The ESCCO team will lead a structured workshop (participants should include the entire board, the key managers and appropriate other stakeholders) to develop a consensus list of Core products or services, core clients, core competitors, identify the organizations competitive differential advantage and how they will know if they are successful.

Review and affirm organization’s mission

(May need to be revisited based upon discussion which follows)

Core product or service?

Core clients?

(Who have you designed your program to serve?)

Core competitors?

(Those who offer the same or similar product or service to your core clients)

Competitive differential advantage?

(The compelling reason clients should choose your program over others.)

How will you know if you have been successful?

Visualizing the organization’s potential future state.

  1. SWOT workshop (Day 1    2 – 3 hours)

The ESCCO team will lead a structured workshop (participants should include the entire board, the key managers and appropriate other stakeholders) to develop a consensus list of organizational Strengths, Weaknesses, Opportunities and Threats within the context of the existing competitive and financial environment.

In addition to the general learning that occurs as part of this process, the list of Strengths, Weaknesses, Opportunities and Threats that have been identified will be used in the next step

  1. Ranking survey (Take home assignment)

The ESCCO team will email a questionnaire to each of the participants and ask them to rank the relative importance of each of the items identified in the various sections of the workshop using a forced ranking methodology.

A summary of the results will be shared with each of the participants prior to the next step.

  1. Action plan development workshop (Day 2     2 hours)

Based upon the highest priority issues identified in the ranking survey, and the key gaps that separate the organization from its “ideal”, the ESCCO team will facilitate the development of a specific action plan to address the top five issues.

The objective is to develop a shared commitment to action with identifiable metrics and assigned responsibilities.