Overview Strategic Planning Performance Measurement Resource Alignment/Management Reporting and Evaluation Workforce Process Improvement Project Management

Service Areas
Facilitating, crafting and communicating your strategic plan, values-based service assessment (eliciting customer and stakeholder feedback), execution and reporting of the strategic plan
Methodologies
SWOT analysis, Performance windows, Strategy Audit Workbook
Client Results
Clear measures that benefit the American people



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facilitating and crafting the plan

Mission, Vision, Strategies, Tactics – Without the best guided facilitation, its hard to get the right executives, stakeholders, and partners together to set a clear plan designed to benefit the American people. The Institute has a talent for engaging public organizations in crafting, designing, and measuring hard to measure outcomes—people turn to us to measure intangibles and outcomes that will be the best indicators of long-term success.


values-based service assessment
(eliciting customer and stakeholder feedback)

The Institute’s approach to measurement has won accolades because we delve deeper into the statutory, regulatory and customer-based evidence that can bring about the right values and outcomes— we focus only on those things that truly lead to the desired goals and help ensure resources are placed accordingly. Our model is to cut to the chase—from establishing the right baselines to properly using focus groups and other tools to develop priority values that lead to a clear understanding of every employee’s role in achieving core objectives. Time and again, we’ve brought together sometimes contentious groups of stakeholders in order to drive an honest conversation forward on strategies, goals and key activities.

The Institute uses a number of methodologies to uncover challenges, including:

  • Environmental Analysis: Understand organizational strengths and the future landscape to analyze the services your group provides and what you should or should not be providing in the future
  • Performance-windows: Take various services your agency provides and ask your customers how well you’re doing and how important the service you’re providing
  • Strategy Audit Workbook: A survey of internal managers asking what the worst things about the organizations, what are the major challenges that can be overcome, and what do we have to do in the next 2 years to achieve the results of our strategic plan.


execution and reporting of the plan

The Institute understands that the power of strategy lies in the planning, not the plan. We de-emphasize the static nature of a traditional plan and move organizations to a more dynamic reporting style. By merging the value of a well-developed plan with The Institute’s strengths in performance measures and reporting, organizations no longer simply create a plan, they manage, prioritize and move resources through the plan’s objectives. More than a document to comply with external requirements, a strong plan and integrated performance management system create a method to align all of your organization’s resources to achieve you’re your most important objectives.

"Don’t bother to perfect and polish a vision statement. Instead create deliberate and explicit statements and strive for a planning process that surfaces the disagreement amongst internal and external stakeholders. Once those arguments are mapped out, you have identified where you will have problems in executing a plan. Create explicit, clear and distinct goals, statements and strategies that people aren’t going to agree on—that’s what good planning is about."

Carl DeMaio
Founder




























our vision
citizen service
taxpayer transparency
management accountability
organizational efficiency