Case Studies: Non-Profit Organizations
Type of Engagement
Tactical Planning |
Summary and Outcomes
Situation:
A healthcare organization had completed a strategic planning process and needed to implement the resulting plan by identifying and selecting appropriate tactics for each strategy.
Actions:
- Designed, developed and facilitated a planning session using Edward DeBono’s Six Thinking Hats methodology and an Effort – Impact Grid.
Outcomes:
- An operational plan that aligned with the strategic plan.
- New decision methodologies to use for future initiatives.
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Educational Institutions
Type of Engagement
Strategic and tactical planning |
Summary and Outcomes
Situation:
The new Director of External Affairs at a metropolitan school district needed a plan for the school year’s first 60 days with only six weeks lead-time.
Actions:
- Designed, developed and facilitated a strategic development session to identify high impact activities that aligned to the strategic plan.
- Documented activities/projects, participants, success measures, tracking methods and required support.
- Produced a project-planning document detailing the tasks required to ensure each project’s success.
Outcome:
A planning, implementation and evaluation plan that complemented the organization’s strategies, set goals for the first 60 days and provided a framework for future work. |
| Outcome-Based Education |
Situation:
A community college’s School of Business and Information Systems needed to help faculty meet the following objectives:Review and refine their program outcomes. Examine and discuss their program sequence to identify areas for further study and improvements.Actions:
- Benchmarked other community colleges activity in this area.
- Produced materials that were used during and after the session.
- Designed, developed and facilitated a working session for faculty members.
- Conducted e-reviews of revised program outcomes and provided feedback reports.
Outcomes:
- Refined program outcomes and better course alignment
- Project plans for improvements.
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| Strategic planning |
Situation:
A continuing education unit of a college needed to create departmental goals and identify ideas for program development/expansion that aligned with the organization’s mission.
Actions:
- Designed, developed and facilitated a planning retreat to develop objectives and select programming that provided the most impact using the least resources.
- Developed criteria to select future partners.
- Generated a list of potential providers that met the criteria.
Outcomes:
- Defined strategic departmental goals.
- A focused approach to program and partnership development.
- Partner selection requirements and processes.
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Case Studies: Business
Type of Engagement
Organizational Effectiveness |
Summary and Outcomes
Situation:
A business owner was experiencing an error rate that was impacting the bottom line.
Actions:
- Defined the outcome and measures.
- Analyzed current state that included organizational goals, structure, roles and responsibilities, process workflow, new employee on boarding and impact of the owner on operations.
- Designed, developed and facilitated several planning sessions that focused on:
- Developing the organization’s mission, values and goals and the on-boarding process for new employees.
- Process workflow from customer acquisition through product installation.
- Improving the sales/order process
Outcomes:
- Improved processes and forms that reduced both time and errors.
- Employees who embraced the values of the organization: serving the customer, teamwork, quality and improvement, creativity and care for the environment.
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