Planning Tools

We have developed a number of survey tools to help you with planning. You can try any of the tools listed below as they exist or shape them to your unique needs.

Click on the titles to get to a sample.

• GATHER INPUT FROM PARTICIPANTS IN PLANNING PRIOR TO A PLANNING SESSION
  

• COLLECT DATA FROM CLIENTS, STAFF, SUPPLIERS, BOARD MEMBERS, MANAGEMENT, FUNDERS  AND OTHER CRITICAL STAKEHOLDERS AS INPUT TO PLANNING
  

• CONDUCT A "VIRTUAL SWOT"
  

• CARRY OUT A COMPETITOR ASSESSMENT
  

• EXPLORE ISSUES IN DEPTH WITH A PANEL OF INFORMED PERSONS
  

• TEST FOR CONSENSUS ON IMPORTANT DECISIONS
  

• REVIEW PROGRESS ON PREVIOUS PLANS
  

• ASSESS PERFORMANCE IN IMPLEMENTING PREVIOUS PLANS
  

Are you a planning facilitator? All of the tools on this website are available to you so that you can use them with your clients. E-mail us for prices and process.