Strategic planning at Converge seeks to operationalize the elements described in our approach and methodology. This process involves three phases: (1) Research & Discovery, (2) Vision-Building Retreat and (3) Strategic Plan Development. A key element of the strategic planning process is the creation of a Strategic Planning Committee (SPC) composed of staff, board members and potentially also key organizational partners. Referenced in our approach, one of our first tasks with the SPC is to identify the definitions for success for both the planning process and the final strategic plan.

Though Converge is an expert in our strategic planning process, we recognize the SPC as the experts of the organization and seek to engage the SPC for guidance and thought partnership throughout the process. Converge provides strategy coaching to CEOs, Executive Directors and senior staff. Each strategy coaching engagement is customized based on specific needs. It can be structured around a particular outcome or based on an on-going strategy thought-partnership agreement.

Case Studies