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
Odo - Strategic Planning Facilitation for Executive Leadership Workshops