- Discover– JSR reviewed historical research and conducted one-on-one interviews with CAPIO board members to understand goals, success, challenges, priorities and current status of staffing, revenue, operations, branding and cultural responsiveness.
- Collaborate– CAPIO leadership and JSR collaboratively drafted a meeting agenda, activities and presentations. JSR facilitated the 1.5-day retreat with activities that fostered dynamic group participation while staying on task.
- Finalize– Based on decisions made in the strategic planning session, JSR crafted an addendum to the 2018-2022 strategic plan to review high-level tactics for 2021 and 2022.
Research and Preparation Prior to the Session
During the discovery phase, JSR realized that CAPIO had many board members who were not present in the original strategic planning session. Therefore, to keep the meeting agenda focused on collaboration and decisions, much work was done to create a meeting pre-packet (shown above). This packet reviewed foundational messages and documents, outlined membership numbers, discussed group benefits and results of a recent membership survey and addressed many of the questions posed during one-on-one discussions that would have slowed the meeting agenda.