Planning and assessment: Develop a project work plan and schedule; review existing plans, finances, infrastructure, operations, and workforce needs; complete an organizational assessment and environmental scan.
Engagement and workshops: Gather input from leadership, employees, customers, and other stakeholders; facilitate board and leadership workshops and provide materials and summaries.
Strategic plan: Develop mission, vision, values, priorities, measurable goals, and initiatives; prepare draft and final five-year plans incorporating review comments.
Implementation tools: Provide an action roadmap with responsible leads, timelines, performance indicators, and a staff-maintainable dashboard or scorecard linked to budgeting and work planning.
Final deliverables: Supply editable files, a publication-ready PDF, supporting templates, and a final board presentation.
Pricing: Provide a lump-sum, not-to-exceed quote broken down by task, staffing, subconsultants, and expenses, including hourly rates and a proposed schedule.
XL Eagle