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Request for Proposals: 2022 Strategic Planning Process

10.20.21

We are completing our final year of a four-year strategic plan (2018-2021).

The plan was ambitious; you can read about the initiatives and peruse our annual “scorecards” on our website. It is hard to over-emphasize the importance of our strategic plan. It guides our annual and multi-year goals and budgets. It drives our investments in staff, our model of care, our expansions in housing services and housing development. It fosters a more sophisticated population health analysis and approach, as well as robust (and growing) community engagement and public policy programs.

Now it is time for us to take stock and to reorient ourselves once again.

And we're looking for a consulting partner to support the process. Submit your proposal by Monday, November 8.

Read the RFP


Learn more about the Scope of Work

Partnership expectations I Contractual ExpectationsOrganizational Support of ProcessRFP TimelineBudget

The Partner We Seek

    • We are seeking a consultant with demonstrated strategic planning consulting experience:
      • through a racial equity lens
      • within the non-profit sector
      • within the health care or social services sectors
      • in broad and deep stakeholder engagement processes
      • with a highly collaborative approach to plan development
      • with experience in change management processes and theories of organizational behavior
      • conducting focus groups and analyzing results
      • with an understanding of community-based participatory research principles
      • Preferred: experience in the Greater Baltimore metropolitan area
      • Highly preferred: a Black, Indigenous and People of Color (BIPOC)-owned business or consultant

Contractual Expectations

  • Our organization is looking to engage a time-limited (Q1 2022) consultant help us to create and hold us accountable for:
    • An examination and potential rewriting of mission
    • An examination and potential recreation of core values
    • The creation of an organizational vision
    • The creation of a strategic plan
  • The consultant’s scope of services may include:
    • Regular consultation and regular debriefing with CSO and CEO and other leaders on structure and process
    • Regular project management calls
    • Work plan and timeline guidance
    • Facilitation/co-facilitation of committee (and possibly workgroup) meetings and exercises
    • Design, analysis and summation of survey(s)
    • Individual and/or group stakeholder interviews and written summaries
    • Focus groups as necessary
    • Attendance at a percentage of stakeholder meetings
    • Note-taking at key meetings/sessions
    • Sharing of resources to educate, guide and assist in process
  • What we are not looking for in a consultant contract:
    • Advice or design of stakeholder input. We are already oriented toward broad inclusivity throughout process. We are experienced at stakeholder involvement through meetings, workgroups and surveys (community, clients, staff, board, partner institutions, etc.)
    • Drafting or writing content or materials. We will take responsibility for the development and production of plans and statements.

Organizational Support of Process

  • Chief Strategy Officer – Primary Consultant Partner for planning, process, coordination, writing, public/internal communications and stakeholder engagement strategy
  • Chief Executive Officer – Secondary Consultant Partner for ensuring buy-in and communication at staff and board levels
  • Executive Assistant – To assist with scheduling small groups
  • Agency Events Coordinator- To assist with scheduling larger gatherings as necessary

RFP Timeline

  • RFP Issued: Week of October 4, 2021
  • Proposals Due: Monday, November 8, 2021 (6 weeks after issuance)
  • Consultant Selected: week of Monday, December 6, 2021 (5 weeks after due date)
  • Official Launch: January 2, 2022 (approximate)

We project a four-month timeframe for the scope of work (Q1 2022). If a different period of time is proposed, please explicitly show why more or less time is needed.

Budget

Open to negotiation with justification, but expected to be between $15,000 - $45,000.

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