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RFP for Strategic Planning

Request for Proposals:  Strategic Planning for Leadership Fort Worth

Project Description

Leadership Fort Worth seeks professional consulting services from qualified individuals or teams to develop its next strategic plan. The strategic plan will be used to guide the organization for the next three to five years, starting with our 2023-2024 fiscal year on July 1, 2023.

Organization Background

Leadership Fort Worth (LFW) was established in 1972 as a resource for community leadership succession planning, with the first Leadership Class graduating in 1973. The five founding organizations were the Fort Worth Chamber of Commerce, Fort Worth Junior League, Texas Christian University, Texas Wesleyan University, and the University of Texas at Arlington. Texas Electric, now Oncor, provided needed in-kind support.

Since 1973, LFW has graduated nearly 4,000 participants across all programs with 1,200+ of those being LeaderKids. Many LFW Alumni are leaders not only in government but a wide variety of volunteer and appointed roles. LFW is among the oldest community leadership development organizations in the country and consists of four programs: LeadershipClass, LeadingEdge, LeaderKids, and LeaderPrime. LFW is a proud member of the Association of Leadership Programs (ALP) and was recognized with its Excellence in Innovation award in 2015.

It’s an exciting time to partner with LFW under the leadership of Executive Director, Jennifer Treviño, LFW’s third Executive Director since January 2021 and as LFW celebrates its 50th anniversary in 2023.

Mission:  To educate, empower, and connect diverse leaders who serve as catalysts for a vibrant and sustainable community.

Tagline:  Providing Fort Worth with diverse and enlightened leadership

Vision:  A community where everyone has the opportunity to be a leader and to serve the greater good.

Values:  Trusteeship, Diversity, Integrity, Vision and Innovation

Additional information may be found at www.leadershipfortworth.org.

Objectives

  • Recommend and implement a planning process that ensures stakeholder engagement for diverse groups including:
    • Board of Directors
    • LFW Staff
    • LFW Members & Graduates
    • LFW Funders & Partners
  • Multi-year strategic plan with clear goals, objectives, and targets and KPI’s, including definition of responsible parties to ensure ownership
    • Includes one-page strategic plan format as well as long form that addresses key strategic focus areas including:
      • Programming
      • Recruitment
      • Membership & Alumni Relations
      • Fundraising
      • Finance & Operations

Firm Requirements

  • 5+ years of consulting experience in strategic planning required
  • Demonstrated work experience with nonprofit organizations, leadership development, and DEI work required
  • Experience with membership organizations and/or alumni associations preferred
  • Fort Worth and Tarrant County based firms preferred

Project Success Indicators

  • A multi-year strategic plan with clear goals, objectives, and targets and KPI’s is drafted
  • The strategic plan draft is aligned with LFW’s current mission, vision, and values
  • Resources required to complete project are identified, including a clear proposed budget for project completion
  • Assignment of roles and responsibilities for completion of action steps are assigned
  • Firm serves as a liaison, subject matter expert, and project manager to the board, staff, and other contractors 
  • The planning process engages all relevant stakeholders (board of directors, external partnerships, community groups and volunteers) for input and feedback

Milestones & Deadlines

The selected firm would be required to attend initial project kickoff and project wrap-up meetings in person.

The LFW Board of Directors consists of 23 members and meets in-person:

  • January 23, 2023 – goal for vendor selection by Executive Committee
  • March 27, 2023 – project update
  • May 22, 2023 – review & approval of strategic plan

The LFW Executive Committee which consists of five members including President, President-elect, Past President, Secretary and Treasurer. The Executive Committee meets virtually:

  • February 27, 2023 – project update
  • April 24, 2023 – project update
  • June 26, 2023 – discuss/present/finalize any outstanding details prior to July 1, 2023 implementation date

Project Budget

A maximum budget of $15,000 has been established for LFW’s strategic planning project.

Required Proposal Information

  • Summary of services that demonstrates alignment with LFW mission
  • Outline of proposed project approach, timeline and budget, including outline of project hours
  • Experience level of professional team with brief bios including certifications and qualifications
  • At least three past client references

Submission:  All proposals are due by January 6, 2023 at 5:00 PM via email to Jennifer Trevino at jennifer.trevino@leadershipfortworth.org. Questions may also be directed to Jennifer.

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