Strategic Planning Services

The vendor is required to provide to collaborate with an experienced consultant to formalize and complete a board-led strategic planning process that builds on the groundwork already completed by the board, management, and staff.
- Requirement:
1. Collaborate with agency and its stakeholders
•    Reviewing and synthesizing the board’s internal work completed to date, including current agency strategic plan, survey responses, environmental scan, financial analysis, and identification of key strategic drivers and scenarios. 
•    Conducting limited supplemental interviews or focus groups, as needed, to validate or clarify findings. 
•    Facilitating meetings with the strategic planning committee (SPC), senior leadership, and board members to achieve consensus on long-term priorities and performance outcomes. 
•    Supporting agency in aligning this process with the performance excellence framework, ensuring coverage of leadership, strategy, workforce, and results.
2. Identify and confirm strategic drivers
•    Assist the SPC in refining the key external and internal driving forces shaping agency future (e.g., funding mix, workforce stability, regulatory changes, and veteran population trends). 
•    Support the development of an x–y scenario matrix translating those drivers into plausible futures to guide planning discussions.
•    Help the board and staff articulate implications for mission, operations, and governance in each future scenario.
3. Facilitate board workshops
•    Lead up to three (3) structured working sessions with the board and senior management to:
o    Prioritize strategic goals and desired outcomes;
o    Align “ends, ways, and means” for each major objective;
o    Identify measurable performance indicators for ongoing review.
•    Provide written summaries and action steps following each session.
4. Develop an actionable strategic plan
•    Prepare a comprehensive strategic plan (2027–2031), considering the past agency strategic plan and incorporating:
o    Mission and vision reaffirmation;
o    4–6 strategic objectives and supporting initiatives;
o    Implementation milestones and responsible parties;
o    Financial, workforce, and operational considerations.
•    Draft a concise public summary suitable for distribution to stakeholders and legislative partners.
5. Design a strategic implementation framework
•    Develop a plan-to-budget integration process and annual review cycle for the board’s use.
•    Provide templates and guidance for the SPC to monitor progress, report outcomes, and refresh the plan annually.
•    Recommend communication strategies to engage staff, veterans, families, and the community in understanding the plan’s purpose and goals.
6. Deliverables
•    Strategic plan (2027–2031) – comprehensive and public versions.
•    Implementation and review framework.
•    Meeting summaries and synthesis reports.
•    Presentation materials for board adoption.
7. Strategic plan deliverable – format and content
•    The consultant will produce a professionally designed, publication-quality strategic plan suitable for presentation to state and federal partners, legislators, and the state public.