Scope of Work

The consultant(s) will work in close collaboration with lead staff, Board Members, volunteers, partners, and stakeholders, to design, develop and facilitate a participatory and inclusive process for strategic planning, ultimately resulting in a written strategic plan for the next 3 years. The plan should be developed over a maximum of 4 months.

This process should serve as an opportunity to critically review and refresh CreativeHub 1352’s 2022-2024 Strategic Plan, reviewing practices, objectives, and strengthening mechanisms to hold the organization accountable to its values and principles. It should include goals and objectives that build on current and prior work and are consistent with the current and potential capacity of the organization.

Project Deliverables

I. Phase 1: Pre-planning in preparation for strategic planning process and sessions:

A. Review of the Hub’s history including program, business and strategic plans to date;

B. Analysis of the organization’s capacity including strengths, challenges and opportunities;

C. Outline of consultative and engagement process (interviews, surveys, online meetings) to receive Board, volunteer, stakeholder and community input;

D. Workplan outlining planning process, budget and timelines;

E. Benchmarks for strategic planning from similar cultural and/or environmental organizations;

F. Development of shared vision and framework for Strategic Plan.

II. Phase 2: Development of 3-year Strategic Plan using information from Phase 1:

A. Executive summary;

B. Comprehensive multi-year Strategic Plan outlining identified priorities:

1. Shared Vision, Mission, Philosophy and Principles;

2. Strategies, Goals, Objectives, Deliverables, Tactics, Outcomes and Evaluation Measures;

3. Roles outlining who will be involved for various assignments and deliverables in implementing the Plan including lines of communication and accountability;

4. Workplan;

5. Resource development strategies;

C. Ensuring alignment of the following documents with the new Strategic Plan:

1. Program Plan;

2. Annual Fundraising Plan;

3. Financial Plan;

4. Marketing & Communication Plan

Proposal Content

Proposals must include the following:

I. Submission Letter of Introduction including an executive summary that demonstrates an understanding of the assignment;

II. Consultant(s) Profile outlining experience and qualifications;

III. General Information including consultant(s)’ name, title, address, telephone number, and email address. If more than one (1) consultant is to be involved the proposal should indicate who will serve as the “point” person for the purposes of this RFP and engagement.

IV. Work Plan outlining a detailed description of the activities to be conducted by the consultant in order to complete the requested scope of work, including:

A. Specific activities to be conducted at each phase;

B. A timeline for the activities at each phase;

C. Milestones and deliverables tied to those activities;

D. A detailed budget for each phase, along with a proposed payment schedule tied to project milestones and/or deliverables.

V. References The proposal should include two (2) references of individuals who can speak to their experience with the consultant in conducting projects of similar scope. Information regarding each reference should include the individual’s name, address, telephone number, and email address.

VI. Previous Work Product The proposal should include at least two examples of written works similar to the scope of work requested within this RFP.

This Position is Funded by Ontario Trillium Foundation