Action Planning Workshops
Turn your strategy into results and drive community impact with confidence. During this action planning workshop, we’ll guide your team through a process to define SMART actions that are clear, actionable, and aligned with your strategy.
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Strategic support that delivers.
Clear, measurable action planning.
Transform your strategic priorities into actionable roadmaps. Our workshops empower your team to foster a culture of ownership, operational excellence, and measurable progress—so you can deliver results for your community.
Our Action Planning Workshops
Build your team’s capacity and get a guided process, tailored tools, and expert facilitation. Check out the key takeaways from our action planning workshops below.
Living Plan Essentials
An introduction to operationalizing your plan and a design process to keep it relevant for its lifetime.
SMART Training
Training on how to create SMART actions that are clear, actionable, and aligned with your strategy.
Actions Development
Actions built out for your plan that are designed to be easily trackable.
Progress Tracking
We will provide staff with proven frameworks to support planning efforts across the organization.
Individual Coaching
Leave with a step-by-step plan, with owners, timelines, and next steps clearly documented.
On-going Learning
Templates and guides to help you revise or create action plans in the future.
Sample Workshop
While all of our workshops are made relevant to your organization, here’s what the process looks like, from prep to delivery. Sessions can be half or full days – remote or in person.
Strategy Review
We review your existing strategic plans, goals, documentation, and organizational context.
SMART Actions
Guided sessions to break down strategic goals into actionable, measurable initiatives.
Defining Owners
Once initiatives are agreed, we will workshop the process of assigning responsibilities, building a culture of engagement and accountability across your team.
Set Success Measures
Develop the right KPIs to help you track progress, make decisions, tell your performance story, and keep your plans on track.
Next Steps
Receive a documented action plan with owners, timelines, and recommendations for implementation.
Ongoing Support
We provide supporting materials to help you revise or create new SMART actions in the future.
Meet our Coaches
Our professional services team brings proven expertise in action planning, performance management, and strategy execution for public sector and mission-driven organizations.
Workshops That Actually Work
See how our action planning workshops have helped public sector teams create clear steps towards operationalizing their plans.
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“We did our planning this time around in two main steps. We had an external facilitator come in to help us with the big picture, making sure that our mission, vision, and goal levels were solid. And then Rob, our Customer Success Manager at Envisio, actually came and gave our staff a workshop to generate the actions that would best contribute to those objectives. The upper level tiers of the plan were board-driven and the bottom level was staff-driven.”
Kate Mansfield
Mackenzie Valley Environmental Impact Review Board (MVEIRB)
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“One of the things that Envisio has allowed us to do differently with our strategic plan is to have leadership team members and others assigned to areas of responsibility within the plan. Staff have been assigned as owners and/or contributors within Envisio with responsibility for updating assigned strategic plan objectives and action steps quarterly.”
Dr. Nettie Simon-Owens
Chief STrategy Officer, Southern Virginia higher education center, va
Book a Consultation
Book a professional services consultation with our team. We’ll discuss your strategic goals, performance measurement needs, and operational planning challenges—then build a custom roadmap to help your organization succeed.
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