Strategic Planning

The six-phase, seven-month process is designed to engage staff, board, and stakeholders in an authentic, friendly, serious manner while optimizing buy-in through 1-1 work with staff and carefully orchestrated, high-intensity group meetings for the Planning Committee. Our plans are calibrated to support a broad range of organizational statuses: from start-up to mature; crisis-response to performance optimization.

The DeVos Institute facilitates a planning process that engages representatives from all core stakeholder and beneficiary groups. Designed by Chairman Michael M. Kaiser  and President Brett Egan, the Institute’s planning process includes:

• A thorough review of the organization’s mission

• An environmental analysis that evaluates the relevant field and determines what is required for success in that field—today and in the future

• An internal analysis that determines how the client organization compares, at present, to what is required for success, as defined by the environment

• Detailed strategies that position the organization to overcome its weaknesses and exploit its strengths

• An implementation plan that outlines tactics required to execute each strategy, assigning responsibility for each, and a deadline for their completion

• A financial plan that accounts for the programmatic and capacity implications of each strategy, as well as the benefits expected as a result

To augment the benefits of planning, the DeVos Institute also provides implementation support to assist staff and board members as they begin to execute key strategies.