Priority & Goal Setting

A new Board for a professional membership association was seeking to clarify its direction for the duration of its two-year term. As one of the members of this volunteer Board, I facilitated a team visioning session to help define and prioritize our objectives.

After we clarified our overarching priorities and identified supporting actions, I developed specific goals and objectives and a supporting action plan to guide our activities.


  • Facilitated team visioning session
  • Developed a brief strategic plan, complete with priorities, goals and objectives
  • Created a graphic version of the strategic plan
  • Led discussions on the feasibility of the strategic plan before final Board approval
  • Created a detailed action plan for achieving the strategic priorities

Action plan not shown for privacy and confidentiality reasons.