STEP 1. Initial interview.
Because the Strategic Planning service is tailored to meet the needs of each individual organization, an initial interview will be conducted with the leader to determine where the organization has been and where it’s headed? Questions will be asked that help identify both the inside and outside forces that are shaping the overarching culture and climate. From this flow of information, a multi-faceted course of action will be jointly developed for the gathering of input from the community as a whole. 

STEP 2: Current realities.
The next consists of further exploration of the current realities. In particular, every staff member (or a cross-departmental sample depending on size) will complete the 40-question Four Key Foundations Assessment survey. This tool assesses overall perceptions on topics like decision-making, overarching commitments, mutual purpose, and the value of teams. General themes—as well as any Situations in Need of Attention (SITNAs)—will surface from this data. To preview the Four Key Foundations Assessment survey, click here.

STEP 3: Small group interviews.
Following the completion of the preliminary interview and the Four Key Foundations Assessment survey, another set of small-group interviews will be carried out with other constituents across the school or district. Again, the rich conversations and comments from these key stakeholders are essential in gathering the data to make achievable recommendations. 

STEP 4: Triangulating the data.
Once all the data has been compiled (e.g., one-on-one and small group interviews, the Four Key Foundations Assessment survey, and miscellaneous observations), it will be triangulated and evaluated with a fine-tooth comb. Two essential documents will be delivered in a logical, easy-to-read format. These deliverables consist of:

1. A comprehensive written and visual report, pointing out any Situations in Need of Attention (SITNAs).

2. A proposed Foundational Action Plan containing specific recommendations and processes to help effectively address the Situations in Need of Attention (SITNAs).