Strategic Plan Facilitation and Creation Services

The Vendor is required to provide strategic plan facilitation and creation services to lead a two-day strategic planning session with council and senior administration in October, 2026.
- Requirement:
1. Preparation
•    Meet with the CAO prior to the session (in person, virtually or phone)
•    Review key background documents (budget, organizational chart, previous plans etc.)
•    Conduct brief interviews (phone or virtual) with council members
•    Develop session agenda and facilitation materials
2. Two-day strategic planning workshop
•    Facilitate a structured, in-person two-day session with council (and administration as determined by council).
•    Location and specific dates are yet to be determined.
3. Deliverables
•    Draft strategic plan
•    An opportunity for the town to provide feedback to the draft
•    Final strategic plan (pdf and editable format)
•    Brief presentation of the final document to council (virtual acceptable)
•    Option: community consultation in the form of an online survey and hard copy.