Our Process
The name explains the way we work.
In architectural terms, the “eye point” is the position from which you are viewing a particular building: from the front, at the back, on the ground, in the air, and so forth. Your position changes what you you see. It’s important to have multiple viewing points so you understand how the building looks from various perspectives. That’s the only way to get the whole picture.
That idea is equally important in strategic planning. You need well-rounded data from multiple sources to inform your plan. And once the plan is done, it should give you multiple ways to see and assess your progress.
All of this should be simple, intuitive, straightforward and user-friendly.
Hence…iPoint Consulting.
Inform
A good strategic plan is built on a solid informational foundation. We help you compile the inputs that are essential to a well-built plan.
Value proposition: this is your “North Star. It clearly explains why you exist and how you are set apart.
Stakeholder surveys and focus groups: this data gives us the scoop on what people inside and outside the organization think of your work.
SWOT analysis: here we discover what you can build on, and what you need to build for, in order to thrive.
This data informs the plan, ensuring that you have multiple views of where you are and where you might go.
Track
How many times does a strategic plan end up collecting literal (or digital) dust because there’s no plan for tracking and evaluating progress? Hint: too often!
That’s why distill your plan into a one-page summary that can be front and center. Post it in your office. Use it to educate your board. Review it during team meetings. Everyone needs to understand how their work fits into the big picture.
A dynamic plan becomes a living part of your management teams and processes. If you like, we can also help you design the dashboard that will track your progress and hold teams accountable for their most important priorities.
Plan
We live and work in an ever-changing environment. So we find that a three-year plan offers a realistic and manageable window into the future.
We help you synthesize all the data that’s been collected, and then use it to inform the body of your plan, which includes:
Mission & Vision: how you see the future.
Strategies: where you focus.
Supporting goals: what you measure.
Financial implications: ensuring the numbers work.
To wrap everything up, we can also help you create communication tools that convey your plan to your most significant funders.
“Julie had a great process that kept our Board and staff committee on track and engaged during the entire planning period, from initial concepts and brainstorming to finished product.
Our Board and Executive team were very pleased by the outcome, which led to a plan which was actionable and has helped guide the institution through the last couple of years.”
— TODD SLISHER, EXECUTIVE DIRECTOR
Sloan Museum/Longway Planetarium
