Consultant Needed - Send resume and letter of application (outlining how you would deliver this project) to rotaryclubofparrysound@gmail.com
Prior to July 22nd, 2023
Seeking a Consultant to support the following:
Effective Date and Duration: This Agreement shall come into effect on May 30, 2023, and shall expire on June 30, 2024 and will not exceed $8,000
The Project’s objective is to: Build individual and Community resilience through strong volunteers and the Rotary vision. For the Rotary Club of Parry Sound, the four pillars for smarter decision making are boldness, innovation, diversity, and growth - all significant factors in Change Management - need to be reviewed and incorporated in a strategic plan that is adequately resourced.
Deliverables:
• Redevelop Strategic Plan that includes addressing how to recover and mitigate future disruptions to our events and services by: Engaging a consultant and their staff to update our Strategic Plan and to provide training focused on chosen areas for improvement. Must include Implementation Plan and tracking tool.
• Create a fundraising plan with assistance from a consultant and their staff that matches the Strategic Plan.
• Develop/Initiate a plan to include: Reimagine Fundraising; Donor Management System (help decide which form of fundraising is best for our donors); a Fundraising Roadmap; and Key Performance Indicators (KPI).
Project Plan and Desired Results
Project Plan. Describe your project's timeline and activities. Provide as much detail as possible. Example: Month 1 to 2 - Conduct technology audit:
#1
Timelines: Month 1
Determine who needs to be in the room - Fundraising Committee and other interested Rotarians (Complete)
#2
Timelines: Month 1 to 2
Identify a facilitator
#3
Timelines: Month 1 to 2
Define terms
Row #4
Timelines: Month 3
Assess the environment
Row #5
Timelines: Month 4
Answer six key strategic questions
Row #6
Timelines: Month 4
Know our why
Row #7
Timelines: Month 4
Establish your vision, mission and values
Row #8
Timelines: Month 5 - 6
Create Commitments, Initiatives and Tactics
Row #9
Timelines: Month 5 -6
Define accountability
Row #10
Timelines: Month 7 - 9
Take action
Row #11
Timelines: Month 10 - 12
Measure
Project Deliverables: List deliverables such as new tools, strategies, approaches, and others, that will be developed as a result of the project. (max.100 words)
Redeveloped Strategic Plan that includes addressing how to recover and mitigate future disruptions to our events and services by:
Engaging a consultant and their staff to update our Strategic Plan and to provide training focused on chosen areas for improvement. Must include
Implementation Plan and tracking tool.
Engaging a consultant and their staff to complete a Fundraising Plan that matches the Strategic Plan and education required to achieve these goals. Plan to include: Reimagine Fundraising; Donor Management System (help decide which form of fundraising is best for our donors); a Fundraising Roadmap; and Key Performance Indicators (KPI) 37.
Project Results: Describe the expected project results and how they will support your organization to modernize and/or adapt. (max. 100 words) The strategic plan provides the framework for our future, ensuring that we continue to be known as a respected, dynamic organization that advances our communities. The strategic plan evolves with the aspirations of Rotarians (30) Rotaracts (30) and our volunteers (70+).
Mission/Mandate: Describe how this project will help your organization better deliver on its mission/mandate. (max. 100 words) As people of action: * we make decisions grounded in evidence * we are inclusive, engaging, compassionate, and ambitious * we create meaningful relationships across decades and communities * we seek new perspectives and new ideas that can strengthen and create lasting positive change. The strategic plan and the plan to create matching resources will allow us to do this efficiently and effectively.
Project oversight. Who will be the main individuals (by role/function) involved in overseeing the project?:
Name: Linda West Role: Past President Project responsibilities: Manager