Executive Strategic Evaluation Process - Vectors Group

1. HomeServices Executive Strategic Evaluation Process (E-SEP) Executive Strategic Evaluation Process (E-SEP) is a practical strategic evaluation tool for nonpro?t boards and management teams. Executive Strategic Evaluation Process (E-SEP) is a practical strategic evaluation tool for nonpro?t boards and management teams. E-SEP is also the ?rst step of the ViStA Strategic Management Framework illustrated below. E-SEP strategic evaluation methodology includes the following three strategic evaluation phases: 1. Strategic Identi?cation 2. Strategic Priorities 3. Strategic Road Mapping

2. Strategic Evaluation Methodology

3. Strategic Identi?cation The ?rst step of our Executive Strategic Evaluation Process and business intelligence gathering is engagement. Involving key members of staff in addition to the nonpro?t board members in the planning process not only provides insight and awareness into the challenges, issues and opportunities concerning various departments; there also comes a clarity into how each department is dependent on and impacts other organizational operations. We facilitate a dynamic discussion with the board and key staff members to determine how the top 10-15 key strategic parameters (or strategic elements) of your organization are performing and decide where organizational resources need to be focused at this particular time to maximize sustainability and growth. This will include stakeholder management, environmental and capacity analysis. For the strategic evaluation of nonpro?t organizations and charities, our researchers use two umbrella parameters: Scope and Quality Scope includes parameters that are already numerical such as number of volunteers, number of bene?ciaries, number of facilities etc. Quality includes everything else that is not numerical or quanti?ed such as employee motivation, community perception, quality of services etc. The following charts are generic examples from the sector just to give you a brief idea. The parameters and the charts will be different for each nonpro?t organization and charity however the methodology will be similar.

4. In this example, we identi?ed 11 strategic parameters and developed a survey to collect data from the board member, staff and the key stakeholders. As illustrated in the charts we compared the gap between today and the future and identi?ed the strategic parameters that are above the threshold. Strategic Evaluation Methodology

5. Strategic Priorities This step uses qualitative and qualitative data to measure and visualize where your nonpro?t is today and where you want it to be in the future. This will merge your strategic priorities with your organization’s ‘impact’. Facilitating communication between the board and staff ensures the valuable ideas your employees provide through this engagement and decision-making process will reinforce their commitment to “buy-in” and to strategy execution success. At the end of this process, you will also get a chart similar to this one that shows where your organization is today and where you want to see it in 3-5 years depending on your strategic planning period. We will also teach nonpro?t organizations how to use this tool so they will be able to measure their strategic performance or progress in certain periods. 0 1 1 Today Future

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7. Strategic Evaluation Methodology Strategic Road Mapping Here we provide a guideline for actionable strategic planning and strategic implementation. We help nonpro?t organizations de?ne and set strategic objectives that align with your organization’s vision and mission, and by prioritizing goals to ensure the high priority ones have the proper resourcing to ensure success. Our consultants do an environmental analysis, benchmarking and literature research to simplify the strategic process for the decision-makers. The following is an example of a strategic road-mapping process. We leave you with the strategic evaluation tools you need to realize your nonpro?t goals and exceed your expectations. Executive Strategic Evaluation Process (E-SEP) is a strategic evaluation tool develop by Vectors Group researchers to assist nonpro?t organizations and

8. g ( ) g p y p p g charities. How Can We Help You Succeed? Request a Call Back Get In Touch We appreciate your interest in Vectors Group. Please select from the options below to help us serve you better. You should receive a response within one to two business days. Visit our agency or simply send us an email anytime you want. If you have any questions, please feel free to contact us. Your Name What you like to discuss? What you like to discuss? Strategic Management Risk Management Funding Diversi?cation Training Programs Social Media Marketing Financial Management Social Entrepreneurship Ottawa  Hardini Community Centre 225 Donald St, Unit 153 Ottawa, ON K1K 4B7

9. Grant Applications Evaluation And Reporting Project Management Digital Transformation Change Management Impact Measurement Operational Analysis Policy Development Virtual Staff Email us  info@vectorsgroup.ca Call us  (613) 890-1581 Email Address Phone Number How can we help you? Submit Your Request Our Clients Rely on Us Testimonials Vectors Group is de?nitely one of the most effcient and professional management consulting group for nonpro?t organizations in Ottawa. Its dedicated team offers valuable scienti?c and applicable solutions that ?t the Vectors Group was surprisingly fast and effective in our strategy evaluation process. Their custom designed questionnaire both helped us to quantify “where we are We wanted to build on the qu currently provide, identify ga opportunities. Vectors Group

10. needs of charities, foundations, associations and other nonpro?t organizations, and help them improve their strategic planning and organizational performance. today” and “where we want to be in the future” and helped us prioritize our strategies. process helped us evaluate w priorities and develop a clear Yacouba Traoré Deirdre Freihe Emmanuel Gof? Executive Director, Rideau-Rockcliffe CRC President & CEO Director, Global AI Ethics Institute Your strategic partner Our locations Vectors Group Where to ?nd us? Management Consulting for Nonpro?ts and Social Enterprises  +1 (613) 890-1581  info@vectorsgroup.ca  vectorsgroup.com

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