Creating a Shared Vision for a Public Organization

B|G conducted background research as well as a preliminary environmental analysis to gain a deeper understanding and execute a successful vision facilitation session.

• Internal documentation provided by the client was reviewed, which provided insight into current organizational operations, strategies, resources, and capabilities.
• External sources were examined in accordance with a PESTLE (Political, Economic, Social, Technological, Legal, Environmental) analysis framework. Such sources included government reports, policy papers, case studies, and industry publications.
• Additional ecosystem analysis was conducted on the public policy making environment, given the multiple stakeholders involved and the public sector nature and impact of the organization’s operations.

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A greater awareness of the internal and external environments was gained through the board’s interview feedback, a survey, and a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis work-session with the organization’s Leadership Team.

• Interview questions were developed to gain a deeper understanding of thoughts and opinions regarding how the organization should evolve into the future. In-depth interviews were conducted with five key members of the organization’s governing body.
• A survey was developed to capture the perspective of all board members, which spotlighted the shared strategic vision elements and areas of focus for the workshop.
• A work-session, that included key stakeholders, was held to create a SWOT analysis centered on the future strategic direction of the organization.
• The above outlined measures yielded an Environmental Analysis report that drove discussion and encouraged engagement during the vision setting workshop.

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B|G supported an outside partner with a vision facilitation workshop in which members of the governing body discussed the future direction of the organization.

• Board members provided input based on their wisdom and informed by themes highlighted in the Environmental Analysis summary report.
• B|G helped communicate results of the environmental analysis to facilitate large and small group conversation and lead board members towards a common understanding of the organization’s future.

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Decisions made at the vision facilitation provided the basis for its future-focused movement.

• The future strategic direction of the organization was clarified enabling the leaders at the organization to draft a vision statement that the governing body later adopted.
• Guidance for future policies, including a long-range transportation services plan and a long-term funding strategy, was developed from the new vision statement directives.

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