Strategic Planning Initial Intake Form – School of Government Forms

Thank you for your interest in CPLG’s Strategic Planning services. As a first step, please complete tthe form below as best you can. We will discuss your responses and your organization’s readiness to undertake strategic planning during a scheduled follow-up meeting.

If you have question, you can contact Obed Pasha at 919-962-8109 (office), pasha@sog.unc.edu, Kim Nelson 919-962-0427 (office), knelson@sog.unc.edu, or Jenny Neville at neville@sog.unc.edu, 919-843-9439 (office).

Name(Required)

First Last

Position/Title

Organization(Required)

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Phone

Email(Required)

Enter Email Confirm Email

What do you expect to be different because of this planning effort? How will the plan be used?(Required)

E.g., influence on various workplans, organization vs. community focus.

What prompts you to undertake this work right now?(Required)

A gauge of readiness.

What role do you expect the governing body to play in the development of the plan?(Required)

Who will be involved in the process, and in what ways?(Required)

E.g., staff capacity to engage; extent and use of community and employee engagement efforts; composition/ representativeness (up, down, across) of the group to champion to guide the work.

What information already exists that could be helpful for developing a strategic plan?(Required)

E.g., previous goals, community engagement data, etc.

What type of final product do you desire?(Required)

E.g., level of specificity, online v. hard copy

What resources have you set aside for this work?(Required)

E.g., people, dollars, time

Other Notes

Phone

This field is for validation purposes and should be left unchanged.