Posted Date : August 12,2021
Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : MRB-21753
Government Authority located in Ontario; Canada based non-profit organization looking for expert vendor for planning consultant to lead a review of strategic priorities services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
Vendor needs to provide planning consultant to lead a review of strategic priorities services.
- A consultative process including surveys and interviews will be undertaken with stakeholders including the CDF Board, committee and past Board members, CDF members, other foundation leadership, staff and grantees. The process is designed to identify key challenges, opportunities and barriers that CDF needs to prepare for in the coming five years, and utilize the strengths the Foundation can leverage to succeed. We will continue to prioritize the ability to make significant impact in the areas of housing and homelessness, adult education for social change and climate justice, especially in the context of supporting BIPOC and other progressive movements in a post-pandemic world. This material will be synthesized and grouped into themes and questions to be considered by the CDF Board at a May 2022 strategic planning retreat meeting. The Consultant will be onsite to facilitate the retreat sessions.
- The primary goals of the process are to:
Consolidate our key choices and options in relation to mission, policies, funding focus, philanthropic process, structures and strategies
Clarify roles and responsibilities of the staff and board related to our mission and our current priorities
Take stock and celebrate what CDF has accomplished over the last five years and identify key complimentary objectives to continue that momentum and maximize impact over the next five years,
Identify strategies to address challenges, opportunities and barriers CDF might face in the next five-year period.
Grow the sense of connection to the mission and the team relationships among the Board and staff.
Name and adopt our emerging practices since the last retreat, including the strategy and practice of committees, governance and related staffing implications.
Respond to the dramatically changed world by seeking collaborative solutions that deliver systems change and addresses the lack of equity for BIPOC communities and the disproportionate impact of the climate emergency on our most vulnerable community members.
Encourage goals that promote joint action and networking between organizations.
• Conduct a review of CDF’s current Strategic Plan, philanthropic approach, organizational structure; emerging issues related to the foundation and non-profit sector as well as other relevant, related research deemed necessary;
• Detail the current (post-pandemic) state in our 3 key funding areas and identify opportunities for impact going forward.
• Consider the impact of disbursements and the stewardship of our endowment on the outcome of strategic goals.
• Design a consultative process that includes surveys and interviews with stakeholders including the CDF board, CDF members, staff, other foundation leadership, and grantees to identify key internal and external challenges, opportunities and barriers that CDF needs to prepare for in the coming five years;
• Based on these findings, develop a detailed Strategic Planning Process Model and Agenda for a 2-3-day Board retreat, complete with key milestones and timelines, for CDF input and pre-approval;
• Facilitate CDF’s 2-3-day strategic planning retreat on May 12-14, 2022, location TBD and/or it may be conducted virtually;
• Prepare a draft of the Strategic Plan based on the information gathered at the Retreat with Board input; and
• Participate in post retreat follow up telephone meetings with the Executive Director and/or Board Directors as required.
• Provide verbal or written updates on progress as required to the Executive Director.
• Prepare electronic copies of all documents prepared related to the project.
[C] Eligibility:
- Onshore (Canada Organization Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: August 31,2021
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$
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Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID : MRB-21753
Government Authority located in Ontario; Canada based non-profit organization looking for expert vendor for planning consultant to lead a review of strategic priorities services.
[A] Budget: Looking for Proposals
[B] Scope of Service:
Vendor needs to provide planning consultant to lead a review of strategic priorities services.
- A consultative process including surveys and interviews will be undertaken with stakeholders including the CDF Board, committee and past Board members, CDF members, other foundation leadership, staff and grantees. The process is designed to identify key challenges, opportunities and barriers that CDF needs to prepare for in the coming five years, and utilize the strengths the Foundation can leverage to succeed. We will continue to prioritize the ability to make significant impact in the areas of housing and homelessness, adult education for social change and climate justice, especially in the context of supporting BIPOC and other progressive movements in a post-pandemic world. This material will be synthesized and grouped into themes and questions to be considered by the CDF Board at a May 2022 strategic planning retreat meeting. The Consultant will be onsite to facilitate the retreat sessions.
- The primary goals of the process are to:
Consolidate our key choices and options in relation to mission, policies, funding focus, philanthropic process, structures and strategies
Clarify roles and responsibilities of the staff and board related to our mission and our current priorities
Take stock and celebrate what CDF has accomplished over the last five years and identify key complimentary objectives to continue that momentum and maximize impact over the next five years,
Identify strategies to address challenges, opportunities and barriers CDF might face in the next five-year period.
Grow the sense of connection to the mission and the team relationships among the Board and staff.
Name and adopt our emerging practices since the last retreat, including the strategy and practice of committees, governance and related staffing implications.
Respond to the dramatically changed world by seeking collaborative solutions that deliver systems change and addresses the lack of equity for BIPOC communities and the disproportionate impact of the climate emergency on our most vulnerable community members.
Encourage goals that promote joint action and networking between organizations.
• Conduct a review of CDF’s current Strategic Plan, philanthropic approach, organizational structure; emerging issues related to the foundation and non-profit sector as well as other relevant, related research deemed necessary;
• Detail the current (post-pandemic) state in our 3 key funding areas and identify opportunities for impact going forward.
• Consider the impact of disbursements and the stewardship of our endowment on the outcome of strategic goals.
• Design a consultative process that includes surveys and interviews with stakeholders including the CDF board, CDF members, staff, other foundation leadership, and grantees to identify key internal and external challenges, opportunities and barriers that CDF needs to prepare for in the coming five years;
• Based on these findings, develop a detailed Strategic Planning Process Model and Agenda for a 2-3-day Board retreat, complete with key milestones and timelines, for CDF input and pre-approval;
• Facilitate CDF’s 2-3-day strategic planning retreat on May 12-14, 2022, location TBD and/or it may be conducted virtually;
• Prepare a draft of the Strategic Plan based on the information gathered at the Retreat with Board input; and
• Participate in post retreat follow up telephone meetings with the Executive Director and/or Board Directors as required.
• Provide verbal or written updates on progress as required to the Executive Director.
• Prepare electronic copies of all documents prepared related to the project.
[C] Eligibility:
- Onshore (Canada Organization Only);
[D] Work Performance:
Performance of the work will be Offsite. Vendor needs to carry work in their office location.
Budget :
Deadline to Submit Proposals: August 31,2021
Cost to Download This RFP/RFQ/RFI/Solicitation/Tender/Bid Document : 5 US$