TOR 3: STRATEGIC PLANNING FACILITATION

Background
Many organizations operate without clearly articulated goals, vision, or strategic direction. A
well-designed strategic plan aligns leadership, optimizes resource use, and provides a
roadmap for growth and impact.

Objectives
To facilitate a participatory strategic planning process that engages key stakeholders in
articulating a shared vision, defining goals, and outlining actionable strategies.

Scope of Services
i. Review/Validation of previous strategic plans and performance reports
ii. Facilitation of planning workshops with leadership and staff
iii. Environmental scanning (SWOT/PESTLE analysis)
iv. Visioning and goal-setting sessions
v. Strategy development and prioritization
vi. Drafting of strategic plan document

Transfer of Knowledge/Training
Train selected staff on strategy implementation tracking tools and monitoring frameworks.

Deliverables:

Strategic Planning Workshop Reports
Final Strategic Plan Document (3-year or 5-year horizon)
Summary Plan in infographic format (optional)

Assignment Reports and Schedule

Workshop summary (mid-assignment)
Final strategy presentation and plan document
Planning meetings scheduled bi-weekly during the assignment

Client Provisions

Access to strategic reports and internal documentation
Venue and logistics support for workshops

Assignment Period : 4 to 6 weeks, depending on organizational size and scope