Strategic and Business Planning


Many local and state associations that have Strategic Plans never use them once they are done since volunteers have difficulty transforming the abstract goals into action items.

Adorna Carroll has the ability to work with association leaders so that the goals and objectives created by the group become more concrete. She has the ability to help the group translate those goals and objectives into an implementation plan for committees. This helps an association progress from a 'bunch of great ideas' to measurable action items with results which creates a culture where the group identifies the general direction of the organization and then delegates the objectives to the committees for completion yielding forward momentum and a blueprint for success.

Each successive review of the organization's accomplishments creates a foundation for building rather than starting over each year with a new plan.

Once those goals are established and ratified, objectives are identified and delivered to the various committees for action to be completed within a specific time frame. This format keeps the committees of the organization on track and focused on activities that coincide with the strategic and long-range goals of the organization so that, as a group, everyone moves in a forward direction toward the same horizon.

Facilitator: Adorna O. Carroll

Lively action-packed program facilitated with humor and real-world attitude! References available upon request from state and local associations that have experienced this method of facilitation.

Step 1: Business Planning - Goals and Objectives identified for 1-3 years
This is the first step to creating a new culture. Mission and Vision statements are only reviewed not re-done. This timeline creates momentum and is tangible for volunteers to brainstorm and delegate. Committee activity is review for measurable results and the process is best repeated for a couple of times to get the ball rolling without micromanagement of the committee activities.

Step 2: Strategic Planning - Visioning and Goal-Setting identified for 3-5+ years
Once the culture has been created, the Strategic Thinking Group can brainstorm out of the box and look beyond the horizon line for the association. The culture shift allows for global direction setting so that the rest of the team can continue formulating objectives that coincide with the long-range and strategic direction of the association. Mission and Vision statements stated and only discussed if they are not consistent with the overall direction.

  • 1 or 1 1/2 day programs
  • Each of these programs can be combined with Leadership Training if desired.
  • Fee for facilitation is uniquely assessed and quoted with Association budgets in mind.


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