The Planning Process

Steps to Strategic Planning

Strategic planning follows a consistent process for any space type.

1. Existing Conditions Assessment

2. Operational Analysis

3. Space Needs Estimate

4. Solution Development

5. Implementation Plan

The process is cumulative and builds a collective understanding of the goals the plan will achieve and the challenges it must overcome.

Workshops

Trunk Branch Twig Bud relies upon a collaborative, workshop-based process. Stakeholders, identified early in the process, provide input individually and through interactive workshops that punctuate the process. These workshops allow stakeholders to weigh in on key decisions at the junctures where those occur in the planning process.

Deliverables

At the end of the planning process, you will receive a planning report. This report will be tailored to the specific needs and efforts of the process, but they will include a summary of the five planning phases, discoveries and decisions made. Our reports are designed and formatted to serve as a daily reference guide, rather than "shelf art."

Intangible Deliverables

Consensus is the best intangible deliverable your organization will ever receive. Cultivating a cooperative culture where stakeholders work toward a clear, viable plan for the future can help the organization in ways that extend beyond the scope of one planning project.

1. Existing Conditions Assessment

Existing conditions are documented to form the "trunk" - the solid foundation upon which the planning effort grows. Existing conditions may include buildings, operations, staff, space, or any other important factor. The existing conditions assessment reveals the challenges to be remedied and helps to more clearly define the problem(s) to be solved, as well as revealing differences between operational and space-driven challenges.