[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-168647-105":53,"doc-detail-168647-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","strategic-plan-rfp-template-strategic-planning-scope-of-work","Strategic Plan RFP Template - Strategic Planning Scope of Work","","Strategic Plan RFP template outlining how an organization seeks a consultant or team to lead a strategic planning process for the next 3–5 years. It requests detailed reporting with an executive summary covering current operations, strategic positioning, PESTLE environment, stakeholder analysis, planning, leadership challenges, projected financials, risk management, and short- and long-term goals with trackable metrics. The process is structured into three phases: introduction/initial findings, individual interviews plus a digital survey and competitive landscape, and development of aligned mission/vision and a drafted strategic plan.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/strategic-plan-rfp-template-strategic-planning-scope-of-work/168647/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/strategic-plan-rfp-template-strategic-planning-scope-of-work/168647.png","ImageObject",442,249,{"name":88,"@type":89},"Violet","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/vnd.openxmlformats-officedocument.wordprocessingml.document","2026-09-27","2026-09-01",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What does the RFP ask the consultant to deliver in the final report?","Question",{"text":108,"@type":109},"It requests a report with an executive summary covering current operations, strategic positioning, PESTLE environment, stakeholder analysis, planning, leadership challenges, projected financials, risk management, and short- and long-term goals with trackable metrics.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Why does the RFP emphasize explaining why the organization is doing a strategic plan now?",{"text":113,"@type":109},"It asks for a pointed, open-ended explanation of the drivers for pursuing a new plan and what the organization hopes to accomplish, focusing on market understanding and direction rather than sales-only targets.",{"name":115,"@type":106,"acceptedAnswer":116},"How are interviews and planning activities structured in the engagement?",{"text":117,"@type":109},"The work is organized into three phases: introduction/initial findings with a kickoff and introductory call, individual interviews (in person or via video) supported by a digital survey and competitive landscape work, followed by development of an aligned mission/vision and a draft strategic plan.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},168647,1788235377,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":125,"read_time":73},4398048950312,"https://ap-avatar.wpscdn.com/avatar/400002538284de19e3c?_k=1778320343897328908","Strategic Plan RFP\nItalics show areas for you to fill in with specifics related to your organization.\nAbout Your Organization\nNo two organizations are the same, what makes your organization unique and valuable.  This should be a paragraph or two specific to your organization with background information, current information on the project or organization and values you hold for the organization\nAbout the Strategic Plan\nTell the group that will respond why you’re engaging in a strategic plan now.  Have you never had one?  If you have, has your prior one grown old/stale and needs to be replaced or updated?  Has there been a change, such as COVID or a pivot of the company, that requires a new look at the world?  Tell the group responding why you are interested in pursuing this new plan and what you hope to accomplish, what are your goals.  Do this in an open-ended but pointed way, don’t say we want to sell 1,000 more items but instead we need to understand the market we’re headed towards and how we play in it.\nScope of Work\nOur organization is looking to engage a consultant or group to lead us through a strategic planning process.  This effort should focus on developing the mission, vision and plans for the next 3-5 years of our organization.  These efforts should focus on developing the following information into a report with an executive summary that outlines the below sections:\nCurrent Operations\nThis section needs to detail our current staffing, operations, marketing/communications and sales.  This provides a basis for the future of the organization by detailing where we are coming from.\nStrategic Positioning\nThis section takes a look at the mission and vision of the organization, it should also include our “elevator pitch” of why someone should care about us/buy from us/visit us.\nEnvironment (PESTLE – Political, Economic, Social, Technological, Legal and Environmental)\nThis section takes a look at the environment in which we operate and focus on the overall landscape instead of simply what our organization does. This section probably won’t have details about your organization specifically but more of the climate and environment in the city, state and culture you are operating in.\nStakeholder Analysis\nThis section takes a look at the locus of control (internal vs external) and the intensity (high vs low) of the stakeholders that play a role in the success and failure of our organization. Interviews with stakeholders of all levels should be included - staff, board, donors, volunteers, visitors, community members...\nPlanning\nThis section puts together plans for our operations, marketing and communications, sales and any other area of our organization.\nLeadership Challenges\nThis section looks at the issues that may arise within our leadership.\nProjected Financials\nThis section looks at the financial sustainability of the organization and the operations.  Understanding how profitable or unprofitable the organization will be providing insights into needs and opportunities over the next 3-5 years.\nRisk Management\nThis section focuses on risks within the organization and plans to move forward outlining those risks and measures that can be taken to mitigate them.\nShort- and Long-Term Goals/Metrics\nDeveloping trackable goals and metrics is critical to understanding if the team is on the right path or falling behind.  Strong metrics and goals that define the success of the organization become a critical component to measuring progress. These should be detailed - not “gain more followers on Instagram” but should have values such as “reach 1,000 followers on Instagram by August”.\nTo complete these efforts several elements are critical and a path forward must be developed.  Our organization sees these efforts occurring in three phases with the following work provided.\nIntroduction/Initial Findings\nKick off meeting introducing the teams.\nIntroductory call with the Executive Director/CEO of the museum (can also include Board Chair if desire","cbCaileNgCNBfkLi","https://ap.wps.com/l/cbCaileNgCNBfkLi","docx",84477,"English","# About Your Organization\n# About the Strategic Plan\n# Scope of Work\n## Current Operations\n## Strategic Positioning\n## Environment (PESTLE)\n## Stakeholder Analysis\n## Planning\n## Leadership Challenges\n## Projected Financials\n## Risk Management\n## Short- and Long-Term Goals/Metrics\n# Three Phases of Work\n## Introduction/Initial Findings\n## Individual Interviews\n## Development","[{\"question\":\"What does the RFP ask the consultant to deliver in the final report?\",\"answer\":\"It requests a report with an executive summary covering current operations, strategic positioning, PESTLE environment, stakeholder analysis, planning, leadership challenges, projected financials, risk management, and short- and long-term goals with trackable metrics.\"},{\"question\":\"Why does the RFP emphasize explaining why the organization is doing a strategic plan now?\",\"answer\":\"It asks for a pointed, open-ended explanation of the drivers for pursuing a new plan and what the organization hopes to accomplish, focusing on market understanding and direction rather than sales-only targets.\"},{\"question\":\"How are interviews and planning activities structured in the engagement?\",\"answer\":\"The work is organized into three phases: introduction/initial findings with a kickoff and introductory call, individual interviews (in person or via video) supported by a digital survey and competitive landscape work, followed by development of an aligned mission/vision and a draft strategic plan.\"}]","Strategic Plan RFP Template - Strategic Planning Scope of Work | DOCX"]