Facilitator with flipchart and groupWe are masters of collaboration, working with groups, and bringing people to consensus. 

  • We have facilitated and supported ongoing working groups of people in management and operational roles across the country, using in person meetings and via conferencing, supported by online document sharing, website action registers, e-mail discussion lists, and other mechanisms.
  • We have assembled panels of industy experts to identify best practices, develop positions, and formulate approaches, including development of a major transformational policy proposal for a National Employment Investment Policy. We shared documents online.
  • We have assembled groups of facilitators with domain specialties such as acquisition / procurement and healthcare, for diverse groups of participants.
  • We have planned and facilitated a Beneficiary Summit representing diversity of age, race, gender, and disability from every state and territory, and brought them to consensus on their recommendations to Congress, the Social Security Administration. We used online action planning tools as well as conferencing.
  • We planned the first JoomlaDay in the Washington, DC area, working with a group of Joomla! experts who for the most part had not planned such a conference before. We used collaboration tools such as Google Docs and Project Fork to share planning documents and milestones in real time and virtual space. We used Google Forms to virtually instantaneously develop and share a survey of participants, collecting their responses into a Google Docs spreadsheet we shared.

Strategic Plan CoverUrsa Major's approach to strategic planning services is (1) tailored, (2) informed, (3) collaborative, (4) effective, and (5) focused.  We regularly team with International Leadership Consulting / Catoctin Consulting and provide an experienced team to facilitate consensus on goals, objectives, strategies, performance measures and targets, and reflect the business knowledge of the organization and its stakeholders that participate in the process.

  1. Tailored.  We understand the specific needs of the organization, and tailor the methodology to meet their needs.
    We have extensive experience with a number of frameworks, including brainstorming, creative problem solving, the Balanced Scorecard, performance-based budgeting and the logic model.
  2. Informed.  We analyze the current state of the organization compared with existing strategic and business plans, and the external environment, review perforamnce results, and interview key stakeholders to conduct a strengths, weaknesses, opportunities and threats (SWOT) analysis, and possible goal areas. We may do data mining or trend analysis of performance data or conduct gap analyses.
  3. Collaborative. We conduct design meeting(s) with the organization's planning team and plan group and stakeholder participation to develop buy-in through facilitated collaboration. We tap into existing experience of diverse stakeholders and obtain cross-organizational input.
  4. Effective.  We have an extensive set of field-tested tools and templates and may develop strawman plans to speed the process. We use non-threatening techniques and small group work to draw out those who may be reluctant to speak, honor everyone's participation, and focus the discussion. We use technology where appropriate.
  5. Focused. We design and facilitate meetings and workshops to achieve objectives. We document meeting results and support the organization in implementation, assessment, and performance management.
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