Plans
Everything you need to deliver your plans, manage strategy and report progress.
- Customizable planning structure
- Automated and on-demand progress reports
- Auto-reminders and checklists
Action Planning Workshops
Learn how to identify, prioritize, document and track the actions needed to fulfill your organization’s strategic priorities.
Workshop takeaways
Action planning essentials
An introduction to effective action planning.
SMART training
Training on how to create SMART department action plans.
Actions development
Actions built out for one of your strategies during the workshop.
Methodology creation
A clear methodology for actioning your strategy.
Individual coaching
One-on-one departmental action plan coaching for key individuals.
On-going learning
Templates and guides to help you revise or create action plans post-workshop.
Frequently Asked Questions
Learn more about our action planning workshops
How long is the workshop?
Our action planning workshops are typically 2 days. Depending on the size of your organization, the number of people you want to receive one-to-one coaching, and any special requirements, it can be extended to 3 days.
How much does the workshop cost?
Pricing depends on how many days of training you require, whether the workshop is online or in-person, the number of staff receiving one-to-one coaching and any other special requirements. Book some time to chat with one of our solutions specialists to get a quote.
Is this workshop online or in-person?
It can be either. We recommend doing action planning workshops in person where possible, as this helps to ensure high engagement of participants and maximizes one-on-one training time.
Do I need to be an Envisio customer already?
No. You can book an action planning workshop with us regardless of whether you are an Envisio software customer or not.
Who is the workshop for?
Do any of the following sound like your organization or team?
You have no departmental or organizational performance measures
You use metrics that are not connected to strategic priorities, annual work plans and/or
resource allocation decisions
You have too many, often transaction-based, performance indicators (more than 100 is probably too many)
You are a local government that publishes open data portals without internal performance data collection and analysis
You want to pursue benchmarking programs or performance management accreditation
If so, then our performance management workshop is perfect for you!
It’s designed for your executive team, department heads, senior managers and other specialized staff responsible for performance management at the organizational or departmental levels.
How do I get started?
The best place to start is to request a professional services consultation. We’ll be in touch shortly to discuss your organizational goals, answer any questions, and provide you with an accurate quote.
Meet the team
You’re in safe hands. Our professional services team has decades of experience in performance management and strategic planning for government, education and nonprofit organizations.
Rob Hines
Customer Success Manager
Rob Hines
Customer Success Manager
Rob has more than 10 years of experience managing client and stakeholder relationships in govtech and politics, from small villages to state agencies. Rob leads clients by listening to their needs and aspirations, setting realistic expectations, and identifying and implementing solutions. He believes strongly in contributing to community, sustainability, and empowerment.
Neonila Lilova
VP Customer Success
Neonila Lilova
VP Customer Success
Neonila has over 15 years of experience in strategic planning and business transformation in the public and private sectors. For over a decade in local government, she led the visioning, development and execution of performance-driven policies, programs and priority initiatives in economic development, policy planning and digital transformation. Prior to that, Neonila consulted for government and business clients on projects in a variety of functional areas and sectors, such as technology, logistics, tourism, retail and equipment manufacturing.
Neonila holds an MBA in Strategic Management and a Bachelor of Commerce in Management of Information Systems. Out of work, she enjoys food, travel, sports, nature and a good conversation.
Kevin Knutson
VP Planning & Performance Solutions
Kevin Knutson
VP Planning & Performance Solutions
Kevin has spent more than 20 years working for the cities of Coral Springs, Florida and Reno, Nevada, specializing in administration, budget, strategic planning, performance management, process improvement and communications.
He also served as a local government consultant, where he provided more than 200 strategic planning, performance management and organizational assessment projects to 142 cities, counties and districts across the US.