I help organizations and businesses build strategic plans that guide their decisions and focus them on what matters. Through carefully built strategic and project planning sessions, I help boards and teams find consensus on the decisions that matter most. As a facilitator, I offer unique perspective and experience by melding my diverse leadership experiences in non-profit, government and independent business, with my writer's listening and storytelling skills. I am trained in the IAP2 method of public engagement and working towards IAF certification.
Carissa’s simply fantastic. She has facilitated two board workshops for iHuman. As with most workshops we had a set agenda but as we progressed, a few critical unexpected issues came up. Carissa deftly incorporated them, allowed a respectable discussion time and then efficiently guided us back to our original focus. She’s excellent in accessing needs, listening to and summarizing discussions. She has an innate sense for what is important. It’s like she clears away all the distractions and presents a clear and doable pathway forward. I think Carissa will add tremendous value to non-profit and to corporate community discussions/workshops. And she has a great sense of humour, which makes process a pleasure!
When we began our business six years ago, we had a lot to learn! Carissa's guidance helped us decide how we needed to change some of our thinking, where we needed to focus our time, energy and limited finances, and gave us tools we could use to keep evaluating the decisions we were making. The fact that she knew nothing about our business did not take away from her effectiveness, as it is her ability to probe, ask questions, and guide our discussion that makes her so effective. The time our team spent with her was invaluable and made a huge difference for our business!
Strategic Planning Facilitation
Let me help you identify your unique vision and the strategic plan to get you there!
Working with your organization's leaders and decision makers, I will facilitate a process that brings out key questions and concerns, encourages those who may not participate as actively and help you develop an achievable action plan for the upcoming months. For an effective strategic planning process that identifies your vision, strategic directions and action plan, I require four 2-3 hour sessions with your organization's decision makers and leaders. Sessions can occur over a weekend retreat or four separate sessions over a month. This is what you can expect when you work with me:
Goals and Scope Discussion
An initial conversation will determine your goals, time frame and participants for the session. We will identify background materials the participants need before the strategic sessions begin.
During the four, 2-3 hour sessions, I will facilitate a process using techniques designed to achieve a decision on where you want to go and how you will get there. A prioritized action plan will be built for implementation over the next three months to a year.
Strategic Plan Report
You will receive a report that identifies the strategic decisions reached by consensus, in a format you can update and build from (no strategic plan should remain static and on a shelf). If applicable, any actions or decisions left for the future will be highlighted.
At every quarter over the year I will follow up with your organization's leaders to check in on the action plan.