Strategic Planning

Short and long term planning is more than a process with a logical outcome (a plan); it is also a tool for organizing resources while motivating and unifying teams. Plans are necessary to clarify how a mission is carried out and, by clearly communicating intentions, aid in garnering the necessary consensus and support to get there. Far too often a feasible plan exists in someone’s head but won't come to fruition…and they aren’t sure why. A competently managed planning process will make the difference by unifying stakeholders and implementers to move forward in the same direction.

Transitions Unlimited offers a progressive planning process through which an organization builds commitment to priorities which are:

  1. Essential to its mission and
  2. Responsive to its operating environment.

A result-oriented process can be designed to meet your specific planning needs and budget. Full service or project-based services are available for the following types of planning:

  • strategic
  • operational
  • special projects
  • program, board or staffing growth
  • marketing and communications
  • development and fundraising
  • department
 

Facilitation

A facilitator assists in creating synergy among groups or organizations through skilled, impartial, consensus-building. A professional facilitator brings structure and process to the table through:

  1. adequate preparation
  2. following good meeting practices
  3. balancing participation
  4. positively intervening to stay on task and
  5. having the natural ability to sense and work from the multiple layers of human interaction and dynamics.

Transition Unlimited experienced and effective facilitators will work within the framework of a variety of subject matter to help your group find consensus and plan for achievement.

TU facilitation services include:

  • Retreat, meeting, and brainstorming facilitation
  • Full retreat planning, from agenda through post-session interviews and reports
  • Meeting outcome reports, follow-up action plans and assistance with implementation are available.

"KC presented a logical, thoughtful, progressive process for developing our strategic plan. KC asked insightful questions throughout the process which facilitated a better discussion among the groups and resulted ultimately in a strong, well-conceived plan to move us forward."

- C. Hunder


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Board and staff retreats

Your retreat—whether it is 4 hours, 2 days or longer—presents the ideal setting to tap into new ideas, motivate and unify your team, think strategically and creatively, resolve challenges and develop leadership.

A goal-focused, dynamic process designed to meet your specific goals will capitalize on the opportunities your retreat creates. Transitions Unlimited will facilitate brief or extended sessions for large or small groups, ranging from full service planning and management of the retreat to 'a la carte' services that fit your specific needs and budget.

Retreats — board, staff, departments, special teams:
  • Motivational
  • Leadership development
  • Team building
  • Consensus building
  • Planning
  • Special focus/need

“KC Henry is a true leader in her field. She is professional, knowledgeable and thorough. It's a pleasure to work with someone who understands nonprofit business as completely as she does and who also has the contacts to make things happen. I highly recommend that any nonprofit that wishes to move forward with vision, enlist KC's help to get there!"

- L. Stuart


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Training / Workshops / Presentations

Our staff's combined professional experience in nonprofit administration and management can be utilized for your program's future success. Dynamic, motivational training services are custom designed to fit your specific educational needs and budget. Progressive training sessions (for areas such as board development) can be planned over extended time frames - designed to include need assessments and to meet specific identified out comes. Shorter workshops or presentations are also available.

Post-program consulting is also available to allow for continued progress and success.

Training Topics:

  • Fundraising/development
  • Special campaigns/campaign readiness
  • Donor cultivation
  • Organization development
  • Board responsibilities and advancement
  • Transitioning your board to the next level
  • Team building/team effectiveness
  • Planning for success

“KC Henry does an exceptional job from start to finish in keeping a good workshop moving along in a fun and stimulating fashion.”

- T. Cline

“KC is exceptionally easy to work with in developing programming and adapting workshops to the specific needs of not only our center, but to participants from every background and program size as well."

- T. Morris


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Project or Executive Management / Development

Our team has decades of combined nonprofit experience, illustrating exceptional capabilities in every area of nonprofit administration and management. Funding research and grant proposal administration, management of special projects, and interim executive leadership are a sampling of services that can fill a temporary or part-time need in your organization.

Special projects/executive management:

  • Grant research and writing
  • Interim executive leadership
  • Managing short term projects
  • Solicitation strategies
  • Feasibility studies
  • Internal assessment
  • Organizational start-up
  • Capacity/sustainability building

“Where do I begin to describe what KC Henry has meant to Fieldstone Farm Therapeutic Riding Center? In my opinion no one has had more of a positive impact on this wonderful program than KC."

- Joe Mahovlic, Board president, Capital Campaign Chairman, 2000


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