Implementing a Strategic Plan

A nonprofit’s strategic plan was realized through a custom project management approach, training 40 staff, coaching managers, and implementing Asana organization-wide.

Background

Jewish Family Service of Seattle faced the challenge of implementing a comprehensive strategic plan within a six-month timeframe. The plan was developed through a rigorous multi-year stakeholder engagement and community research process. However, the organization lacked the necessary project management capabilities, having previously encountered setbacks in strategic plan execution.

Solution

Metispire developed a tailored project management approach, comprising three distinct phases: setup, kickoff, and execution, to align with the organization’s culture and operational needs. Metispire facilitated project management training for 40 staff members and provided targeted coaching to key managers, equipping them with the tools and skills required for effective strategic plan execution and implementation. Furthermore, Metispire assisted in the implementation of Asana, a project management platform, to streamline workflows and enhance team collaboration.

Results

This engagement resulted in the successful execution and implementation of the strategic plan, with Jewish Family Service of Seattle effectively prioritizing initiatives, developing project plans, and monitoring progress. The organization’s project management competencies were significantly enhanced, ensuring the sustainability of their strategic objectives and mission fulfillment. The adoption of Asana across the organization has been instrumental in establishing a robust project management ecosystem, fostering a culture of transparency and efficiency.

33%
understood project management prior to training
74%
understood project management after training
"One of the things I've appreciated the most is your adaptability to meet our needs, to meet us where we were at."

Kristin Winkel

CIOO, JFS

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