The vendor is required to provide strategic planning consulting services will guide the public agency in achieving its mission and vision and delivering on agency improvement.
- Vendor will design the strategic planning process, facilitate a board of directors’ retreat, and develop a 3-year organizational strategic plan.
- Task 1 – create a new strategic planning process
• Conduct background research, review key documents, and interview the leadership team.
• Facilitate stakeholder engagement sessions (e.g., interviews or small focus groups), including but not limited to:
1. Agency board (10)
2. County and city leadership and teams (10-15)
3. Transit provider executive leadership (3)
4. Corporate executive leadership (6-8)
5. Largest city mayors (5-10)
• Analyze external and internal factors affecting the organization.
- Task 2 – facilitate board retreat (early December 2025)
• Conduct planning meetings with organizational leadership.
• Design a board retreat agenda and process tailored to the strategic planning workflow.
• Facilitate a 1-day in-person board retreat in early December 2025.
• Ensure alignment, participation, and inclusion throughout the process.
- Task 3 – develop strategic priorities and objectives
• Integrate the annual budget cycle into the 3-year strategic planning process.
1. Identify strategic goals and outcomes for the agency and teams.
2. Develop guidelines for the agency's mission, goals, and outcomes.
3. Ensure that mission, goals, and outcomes align with agency in the strategic plan.
4. Develop a meaningful annual budget performance metrics process for tracking implementation, output, efficiency, and outcomes.
5. Create a performance metric reporting system that is fast and easy for teams to use.
• Create an implementation plan with timelines, responsibilities, and a performance metrics model.
6. Develop short-term objectives (one year) and mid-term goals (3 years).
• Work with the executive director to assign roles and responsibilities.
• Present a summary of the final strategic plan at an agency board meeting upon completion.
• This meeting will be in person.
• Assist the agency in monitoring and implementing the strategic plan over the next three years.
• Work with the consultant to provide relevant information to develop the strategic plan.
• Review, approve, and provide feedback on the overall project.
• Assist with communicating with the leadership team and elected officials, where appropriate.
• Assist with facilitating participation from the leadership team and elected officials.
- Contract Period/Term: 3 years
- Questions/Inquires Deadline: May 6, 2025