Strategic Plan Services

The vendor is required to provide to guide and develop agency 2027- 2030 strategic plan and discovery phase of organizational rebranding process.
- The 2027-2030 agency strategic plan, with a focus on reviewing foundational components of the 2022-2026 strategic plan (vision, mission, guiding principles) and identify new sets of goals, strategic actions and initiatives and performance measures.
- We expect the project to include the following:
• Project management
• Review of existing foundational strategic plan components (vision, mission, etc.)
• Develop an actionable strategic plan, including a goals, actions and measures
• Develop recommendations regarding the plan’s implementation and support structure
• Develop and implement an outreach plan for the ‘discovery phase’ of a possible organizational rebranding
• Final design and delivery of 2027-2023 strategic plan and related assets
- It is expected that these tasks will be accomplished through a combination of activities, including:
• Background research by project lead(s) on agency and current leadership team, including environmental scan of organization and opportunities ahead.
• Benchmarking with other similar sized non-profits or additional organizations with similar focus.
• Focus groups, interviews, surveys and any other method that will be useful in receiving partner, member and community input.
• Facilitated group meetings with the board, staff and agency to generate feedback regarding the 2027-2030 strategic plan and rebranding discovery phase work
- The proposal should include:
• Understanding of the work to be performed, estimated hours, and other pertinent information
• Organization description, size and structure
• Qualifications of all staff to be assigned to the project and specify the project manager
• Highlights of assigned staff experience including relevant education, years and type of experience, municipal and not-for-profit background
o If applicable, highlight any vendor support be retained as part of the project team and experience as stated above. 
o Vendor partnerships are welcomed should the necessary skill sets and experience not reside with one vendor. 
- Questions/Inquires Deadline: August 22, 2025