Aligned the organizational strategy for the board of a national mental health non-profit
The national board was misaligned on its organizational future.
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“We can’t align on where we want to be in 5 years.”
A large national board struggled with maintaining strategic alignment as they experienced growth and gained more operational staff. Realize was asked to help establish clarity and alignment in three core areas: roles, mission/vision/values, and key strategic initiatives.
Date
March 18, 2024Role
The client
Confidential![](https://realizesolutions.ca/wp-content/uploads/challenge_Stocksy_txp4d12cb36QPv300-1-1024x681.jpg)
The challenge
Organizational growth exposes lack of strategic alignment between board and operational staff
When developing a strategic plan, a national board struggled to clarify their new role in a growing organization, re-establish alignment, and support new strategic initiatives.
![](https://realizesolutions.ca/wp-content/uploads/solution_Stocksy_txp4d12cb36QPv300-1-1024x682.jpg)
The solution
Customized strategic planning session and actionable roadmap to strategic alignment and clarity
Realize recognized the board’s challenges of clarifying their new role in a growing organization and re-establishing alignment.
Our approach and methodology
Realize was flown in on request to support and guide the national board in re-establishing strategic alignment and clarity. A full-day strategic planning and board training session was conducted to establish role clarity and internal alignment in three core areas: roles, mission/vision/values, and key strategic initiatives.
Upon approval of the new key strategic initiatives, a 3-year strategic plan summary was developed for public stakeholder use. To maintain clarity between the board and operational staff, the strategic plan summary was also utilized as a foundational document for internal operational planning.
Are you experiencing a similar challenge?
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About us
Realize Solutions is an award-winning B Corp-certified team that designs practical solutions for organizations with complex problems in the areas of board governance, organizational development, and people.
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