The executive director of Lakeshore Regional Child Advocacy Center (CAC), a regional nonprofit, contacted Paul to facilitate a process that would create a strategic plan for their organization.  The Lakeshore Regional CAC is “a trauma-informed environment where partners collaboratively investigate child abuse, families receive support and advocacy, and most importantly, the child’s words are always heard.”

To achieve the planning objectives, Paul first conducted an external feedback survey to gain insight into how well the organization is achieving its mission and how inspired stakeholders are by the organization’s vision.  Next, he engaged the organization’s staff and board with an online survey to solicit feedback on updating the organization’s mission and vision statements.  Then, Paul facilitated two strategic planning sessions attended by ten board and staff members where we worked on updating the organization’s mission and vision statements; identified organizational strengths, weaknesses, opportunities, and challenges; and identified goals.

From evaluation (N=8), 100% of participants agreed that the external stakeholder survey provided helpful information for their discussion, 88% agreed that the updated mission statement helped clarify their role as an organization, and 100% agreed that the updated vision statement assisted them in understanding the general direction for their organization’s future.  100% also agreed that the process of identifying goals increased their ability to identify issues and set priorities. Participants evaluated Paul’s facilitation as a 4.9 on a 5-point Likert Scale (1=poor and 5=excellent).  One participant commented that it was an “excellent planning process” and another commented that Paul “helped keep us on task when conversations arise about a goal.”