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      <title>Strategic Planning SOPs by Point b(e) Strategies</title>
      <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m</link>
      <description></description>
      <language>en-us</language>
      <pubDate>2025-09-19 14:58:08 UTC</pubDate>
      <lastBuildDate>2025-09-25 16:08:51 UTC</lastBuildDate>
      <webMaster>hello@padlet.com</webMaster>
      <image>
         <url></url>
      </image>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598097883</link>
         <description><![CDATA[<p>Always mixed methods, regardless of budget size</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:14:10 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598097883</guid>
      </item>
      <item>
         <title></title>
         <author>meghancamp</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598097974</link>
         <description><![CDATA[<p>Identify PBS point person and client point person</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:14:14 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598097974</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598098340</link>
         <description><![CDATA[<p>Ideally 7-9 people (is that right???)</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:14:32 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598098340</guid>
      </item>
      <item>
         <title></title>
         <author>meghancamp</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598098450</link>
         <description><![CDATA[<p>create timeline doc w/ ideal cadence; work to schedule out meetings in advance; update once meetings scheduled</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:14:37 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598098450</guid>
      </item>
      <item>
         <title></title>
         <author>meghancamp</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598098803</link>
         <description><![CDATA[<p>set internal planning meetings between client sessions</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:14:52 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598098803</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598098875</link>
         <description><![CDATA[<p>Not usually scheduled out at the beginning of the process, but come up on an as-needed basis</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:14:55 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598098875</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598099380</link>
         <description><![CDATA[<p>We tend to TRY to do one before sharing ecosystem engagement findings, especially if the findings aren't great</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:15:16 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598099380</guid>
      </item>
      <item>
         <title></title>
         <author>lauralane77</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598099453</link>
         <description><![CDATA[<p>Make sure that there's some folks with decision making authority in this group</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:15:20 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598099453</guid>
      </item>
      <item>
         <title></title>
         <author>meghancamp</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598099709</link>
         <description><![CDATA[<p>hold a session w/ task force that outlines the process and gathers feedback from the group on who to engage and what client needs to learn</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:15:33 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598099709</guid>
      </item>
      <item>
         <title></title>
         <author></author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598099785</link>
         <description><![CDATA[<p>Discussion/partnership with client on process, most helpful information, audiences</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:15:37 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598099785</guid>
      </item>
      <item>
         <title></title>
         <author>meghancamp</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598100119</link>
         <description><![CDATA[<p>Clients review and provide feedback on tools before they go out</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:15:51 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598100119</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598100356</link>
         <description><![CDATA[<p>We don't always get to an action plan, but we always at LEAST tee it up</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:16:01 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598100356</guid>
      </item>
      <item>
         <title></title>
         <author>madlibz211</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598100509</link>
         <description><![CDATA[<p>Share out EE findings in a strategy workshop</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:16:07 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598100509</guid>
      </item>
      <item>
         <title></title>
         <author></author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598100667</link>
         <description><![CDATA[<p>Point b(e) Strategies team collects all data - survey administration, interviews</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:16:14 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598100667</guid>
      </item>
      <item>
         <title></title>
         <author>meghancamp</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598100883</link>
         <description><![CDATA[<p>high-level findings shared for planning purposes; full findings shared in final report</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:16:24 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598100883</guid>
      </item>
      <item>
         <title></title>
         <author>lauralane77</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598101167</link>
         <description><![CDATA[<p>Ask clients about pre-existing meetings that can our sessions can be tagged onto or that can be co-opted for our sessions</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:16:38 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598101167</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598101208</link>
         <description><![CDATA[<p>These workshops are opportunities to gather MORE feedback from MORE brains. They are often left unfinished. </p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:16:40 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598101208</guid>
      </item>
      <item>
         <title></title>
         <author></author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598101247</link>
         <description><![CDATA[<p>Clients are NOT included/attend interviews or focus groups</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:16:42 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598101247</guid>
      </item>
      <item>
         <title></title>
         <author></author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598101703</link>
         <description><![CDATA[<p>Raw data is not shared with clients</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:17:03 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598101703</guid>
      </item>
      <item>
         <title></title>
         <author>meghancamp</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598102058</link>
         <description><![CDATA[<p>These typically involve full board + full staff or leadership staff (depending on staff size)</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:17:17 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598102058</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598102456</link>
         <description><![CDATA[<p>Minimize appendices – ecosystem engagement report, timeline (sometimes), but that's kinda it! We no longer include padlets, agendas, notes, etc. –&nbsp;It's TMI </p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:17:31 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598102456</guid>
      </item>
      <item>
         <title></title>
         <author>lauralane77</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598102484</link>
         <description><![CDATA[<p>Share the full timeline doc with clients once everything is scheduled (?)</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:17:32 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598102484</guid>
      </item>
      <item>
         <title></title>
         <author>madlibz211</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598102559</link>
         <description><![CDATA[<p>Language I've used to explain the task force in emails: </p><p><br/></p><p>As a task force, members will serve as the “brain trust” for us as we go through the strategic planning process! These meetings will give both (insert client name) and our team scheduled opportunities to discuss findings and progress, to review tools that will be used in the ecosystem engagement process, to discuss the outline and progress toward completion of the final report, and to generally continue to move the work forward outside of the facilitated sessions.</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:17:36 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598102559</guid>
      </item>
      <item>
         <title></title>
         <author>meghancamp</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598103107</link>
         <description><![CDATA[<p>Strategy workshops typically alternate with task force meetings so there is a continuous brainstorming/meaning-making progression </p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:18:04 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598103107</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598103299</link>
         <description><![CDATA[<p>We've gotten in the habit of doing a leadership check-in 1-2 weeks after they receive the final report. I think this is a great way to increase buy-in and answer client questions. Do others agree?</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:18:10 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598103299</guid>
      </item>
      <item>
         <title></title>
         <author></author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598104666</link>
         <description><![CDATA[<p>Full EE report as an appendix, and summary/themes from EE, along with themes/key discussions from meetings, woven into the report </p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:19:16 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598104666</guid>
      </item>
      <item>
         <title></title>
         <author>lauralane77</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598104781</link>
         <description><![CDATA[<p>Trying to build these into budgets more consistently since these are SO helpful/necessary</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:19:23 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598104781</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598105697</link>
         <description><![CDATA[<p>Try to encourage clients to stay at the level of concept-smithing, not word-smithing (not always possible!)</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:20:01 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598105697</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598106485</link>
         <description><![CDATA[<p>Make sure to clarify (at project outset) the timeframe for the framework (i.e., 3, 5, 7+ years)</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:20:31 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598106485</guid>
      </item>
      <item>
         <title></title>
         <author>madlibz211</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598106527</link>
         <description><![CDATA[<p>Language I've used to explain strategy workshops to clients:</p><p><br></p><p>"Our strategy workshops will help (insert client name) answer its most important strategic questions, while engaging community voices in the development of a plan to help ensure a sustainable and impact-focused future. During these sessions, we encourage participants to consider organizational theory of change, programmatic alignment with organizational identity, and mid-range strategies. These sessions will also provide space to start developing strategic priorities and benchmarks for implementation."</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:20:33 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598106527</guid>
      </item>
      <item>
         <title></title>
         <author>meghancamp</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598107294</link>
         <description><![CDATA[<p>Usually starts with identifying key themes from ecosystem engagement then involves continual brainstorming during strategy workshops and refinement during task force meetings - always results in the development of strategic priorities and objectives; does not always include new mission and vision development</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:21:00 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598107294</guid>
      </item>
      <item>
         <title></title>
         <author>lauralane77</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598108956</link>
         <description><![CDATA[<p>Framework components: </p><p>Sometimes</p><p>Vision (pre-existing or developed/refined within our project)</p><p>Mission: (pre-existing or developed/refined within our project)</p><p>North Star Goal/Statement: Mission statement for the strategic planning period - sometimes we do this sometime we don't</p><p><br/></p><p>Always: </p><p>Strategic Priorities  (usually 3-5)</p><p><br/></p><p>Objectives (usually 3-5 per priority)</p><p><br/></p><p><br/></p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:22:12 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598108956</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598116783</link>
         <description><![CDATA[<p>Unless there are VERY special circumstances, we do not record these meetings</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:27:26 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598116783</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598116948</link>
         <description><![CDATA[<p>Unless there are VERY special circumstances, we do not record these meetings</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:27:32 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598116948</guid>
      </item>
      <item>
         <title></title>
         <author>julia_a_alvarez</author>
         <link>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598119199</link>
         <description><![CDATA[<p>Should be based on gathering data related to big questions</p>]]></description>
         <enclosure url="" />
         <pubDate>2025-09-22 18:28:54 UTC</pubDate>
         <guid>https://padlet.com/pointbestrategies/rky20ddv7h59qy1m/wish/3598119199</guid>
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