This RFP is currently open for proposals.
Sign up for an account to get RFPs matching your business in your inbox.
Strategic Planning Facilitation for Executive Leadership Workshops
7/24/2025
-
Riverside, CA
Western Municipal Water District
Buyer seeks a qualified facilitator to lead executive workshops for updating their Strategic Plan. The facilitator will help refine 10-Year Aspirations and 3-Year Strategic Priorities documents that expire in December 2025. The process will involve facilitating workshops with the Executive Management Team to align leadership on long-term priorities, address future challenges, and foster innovation. The goal is to develop updated strategic documents that the General Manager can share with the Board of Directors in January 2026.
- 7/1/2025 - Review of existing documents
- 7/10/2025 - Deadline for questions/clarifications
- 7/15/2025 - Kickoff Meeting
- 7/24/2025 - Proposal Due Date
- 10/1/2025 - After Action Review Report
- 10/15/2025 - Draft Aspirations
- 11/15/2025 - Draft Strategic Priorities
- 12/18/2025 - Final Draft Documents
Refer to RFP
- Facilitate workshops with executive management team for strategic planning
- Integrate Upstream thinking principles into workshop design
- Conduct after action review of existing strategic documents
- Perform SWOT analysis and environmental scanning
- Engage mid-level managers to validate strategic priorities
- Update 10-Year Aspirations document with long-term goals
- Develop 3-Year Strategic Priorities document with actionable goals
- Create alignment among executive leadership team
- Provide strategic thinking frameworks and organizational alignment tools
- Facilitate root-cause problem-solving discussions
- Refine long-term vision with supportive shorter-term priorities
- Submit final documents to General Manager by December 2025
- Ensure execution-readiness among participants
- Focus on strategic and practical results for the organization
- Design collaborative processes for priority development
- Draft materials while allowing Western Water to finalize content
- Keep workshops strategic, practical and results-oriented
- Foster clarity and alignment for executive management team
- Incorporate principles from Dan Heath's Upstream book
- Maintain forward-looking focus through small number of workshops