Strategic Planning Facilitation
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"Growth is a spiral process, doubling back on itself, reassessing and regrouping."

- Julia M. Cameron

Valeria serves as a visionary and thought-partner for creating an intentional and inclusive strategic planning experience and process. Her facilitation methodology is centered through an equity and intersectional lens, considering cultural and social norms, historical context, power dynamics, and identifies areas of opportunities for cultivating cultures and systems of diversity, equity and inclusion at a fundamental level. Below is a brief overview of our comprehensive facilitation methodology:

NEEDS ASSESSMENT

- KEY STAKEHOLDERS

- SWOT ANALYSIS

- INDICATORS + LEVERAGE POINTS

 

EQUITY + IMPACT ASSESSMENT

- ENGAGEMENT + SHARED INTENT

- COMMITMENT + EXAMINATION

- ASSESSMENT + INTERDISCIPLINARY TRAINING

- CUSTOMIZED DIVERSITY, EQUITY & INCLUSION FRAMEWORK

 

VISION IN UNITY + VISION IN ACTION

- VISION + ALIGNMENT

- IMPACT DRIVEN MISSION

- CORE VALUES + GUIDING PRINCIPLES

- KEY GOALS + DATA-INFORMED AND DRIVEN STRATEGIES 

- CROSS-SECTOR COLLABORATION

- SHORT-TERM + LONG-TERM GOALS

 

STRATEGIC ACTION PLAN + TRACKING + METRICS

- WHY + WHO + WHEN + WHAT + HOW

- HR + OPERATIONS + PRODUCTION + FINANCE

- STRATEGIC ACTION PLAN + IMPLEMENTATION PROCESS

- TRACKING + METRICS + ANALYSIS + REPORTING 

- ROI + SOCIAL RETURN ON INVESTMENT

 

STRATEGIC FUNDRAISING AND FORECASTING 

- FUNDRAISING ACTION PLAN + TRACKING + REPORTING

- MARKETING + COMMUNICATIONS (Key Performance Indicators)

- STRATEGIC CAMPAIGNS + CALL TO ACTION

- DONOR ENGAGEMENT + STEWARDSHIP