A representative from the board of the West Bend Community & Alumni Scholarship Foundation, a local nonprofit, contacted Paul to facilitate a process that would create a strategic plan for the organization. Paul met with board leadership to learn about the organization and the objectives that they would like to achieve from a planning process. To achieve their objectives, Paul first engaged the organization’s membership with an online survey to solicit feedback on the development of a mission and vision statements for the organization. Then, Paul facilitated two strategic planning sessions attended by 14 board members. The planning process included creating mission and vision statements, identifying and prioritizing goals, and developing actions steps to ensure their success.

From evaluation (N=10), 100% of participants agreed that creating a mission statement helped clarify their role as an organization and 90% agreed that creating a vision statement assisted them in understanding the general direction for their organization’s future. 100% of participants agreed that identifying and prioritizing goals increased their ability to identify issues and set priorities and creating action plans increased their ability to identify their next steps for future implementation. Additionally, 90% agreed that discussing action plans increased their ability to identify their next steps for future implementation. Participants evaluated Paul’s facilitation as a 4.9 on a 5-point Likert Scale (1=poor and 5=excellent). One participant commented that “We now have our work cut out for us, but we have a plan and renewed energy! Thank you!”