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STRATEGIC PLANNING & PROGRAM DEVELOPMENT

Verve Exchange understands the importance of aligning efforts and systems within a well-thought-out framework, and knows that developing sound theories and strategies to guide our work is critical to our success.

 

Shannon represents the rare individual who is both passionate about the planning process and skilled in the development of planning resources and products. She is trained in the development of logic models and theories of change, completing graduate courses in Strategic Planning and Leadership as well as Organizational Development. Her experience as both an academic and practitioner in this area have resulted in a planning style that is both pragmatic and theoretical, aimed towards building tools that create accountability and guide organizational activity and decision-making in clear, meaningful ways.

 

Shannon believes that while there are components and best-practices that should be included in all strategic planning and development activities, there is no “one right way” to go about the work, and everything produced must be co-created with clients and stakeholders. She recognizes that these processes can be messy and iterative, and communicates closely with her clients to ensure that the end product represents a resource that effectively meets their specific needs.

 

Potential strategic planning and program development clients are accepted on a limited basis. Interested clients are granted a free, sixty-minute consultation to establish client needs and assess whether Verve Exchange is an appropriate fit. 

"Shannon is simply the best. The Bozeman Area Community Foundation was led by Shannon for a strategic planning process. She was professional, timely and brought so much experience to the table. In just one session, Shannon listened to our opportunities and challenges as an organization and she was able to synthesize them into a draft document the next day. She is a great listener and she has the keen ability to draw from her years of experience to make sense of what sometimes feels like very abstract ideas or concepts. To her, they make sense. Shannon made a typically messy process very streamlined and understandable. She provided our board and staff with an exception final product that we will be using for years to come! I would recommend Shannon to any entity, for profit or nonprofit, in needs of planning and facilitation support. There are many ways we'd love to work with Shannon in the future!"

- Bridget Wilkinson, Executive Director, Bozeman Area Community Foundation

"When our organization was seeking a facilitator for a strategic planning session, I was so grateful to get connected with Shannon. Our small non-profit was at pivotal point of transition and Shannon was just the person we needed to inspire change and help set our direction for the future. From start to finish, Shannon was an expert. I was impressed at the research she had done regarding our mission and work. It enabled her to have authentic conversations and gain trust very quickly from our board and staff. Shannon has a gift for making people feel comfortable and connects in a way that makes everyone feel like she’s been a part of the team for years. We walked away from Strategic Planning with the tools and resources to build an actionable plan that is still being used to measure our success and guide our future decisions.”

- Abby Edwards. Executive Director, Families First Learning Lab