An independent school appointed a new president, and she and the board agreed that developing a strategic plan would help ensure that they had a common vision and agreement regarding important goals and priorities.
Warren Whitney used a research-based approach as the foundation for the strategic planning process. The information provided a broad based SWOT (strengths, weaknesses, opportunities, and threats) analysis, as well as an opportunity to identify issues that were important to the various groups. With that information Warren Whitney led the strategic planning steering committee through reviews and revisions of the vision, mission, and core values, followed by development of goals, strategies, action steps, and time tables.
A final strategic plan document was delivered to the school. The plan became a tool for the president and management team, as well as an integral part of discussions at board meetings. Five years after the first plan was done, the school engaged Warren Whitney to facilitate the next round of planning.