With organizational change management & facilitation for non-profits building their future vision, undergoing mergers or partnerships, or transitioning to new leadership
“If there’s any organization out there who wants to enact a change or is looking to grow, evolve, transform...and are willing to dedicate the time and energy to do so? Then David (and his team) is your guy.”
There’s a reason most non-profits spend years (or even decades) operating the same way. Because despite the best intentions, making real change is hard.
There are different personalities and strong-willed opinions to contend with, constant timelines and budgets to meet, and critical decisions to be made. (And that’s not even mentioning the challenge of getting everyone to agree on the change needed in the first place!)
And that’s where Panoramic Strategy comes in – as a team of facilitators and strategic planners who have spent the last decade working with non-profits to make lasting, impactful organizational changes that better serve their communities.
Here’s how we do it.
With Panoramic Strategy’s 4-step facilitation & decision-making process for change
Whether you’re considering an integration, an updated future focus, or the creation of an entirely new entity, our first step is to answer one critical question: “Why is now the time for change?”
By working directly with your task force and leadership (both professional and Board), we’ll develop a concrete answer that makes action inevitable. From there, we’ll move to generate shared trust, language, and understanding among your team on the “why” of your new path forward.
Getting everyone in alignment is always the biggest barrier to change. That’s why we engage the management team and all relevant stakeholders early on – as well as build ownership and buy-in at all stages of the planning process.
This may look like facilitated task force sessions, joint board meetings, and surveys that give each participant an equal voice. All done with the goal of developing an accurate, holistic picture of your group’s input to guide the rest of the process.
The end result of step 2 will be a clear recommendation that allows everyone to enthusiastically say “yes.” And feel fully aligned on the path forward.
Once we’ve determined that change is right for your organization, we’ll plot a clear way forward with a “change roadmap.”
This roadmap will outline your next action steps, barriers to overcome, practical solutions, budgets, and more. With this roadmap in hand, your team will have exactly what they need to move forward quickly with confidence and clarity.
Through our work advising on and executing change processes for dozens of other organizations, we’re able to offer guidance on the behind-the-scenes strategy you need for a successful (and impactful) change.
Here are a few of the ways we’ve done this for former clients:
Then move forward to make real change.
