Aligned the organizational strategy for the board of a national mental health non-profit
The national board was misaligned on its organizational future.
“We can’t align on where we want to be in 5 years.”
-Board chair
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, 2024Solution
The client
Confidential client
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.
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.
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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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