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The Approach
The Chair and Chief Executive of the charity had already planned to approach the problem through a two-hour workshop to which all staff and trustees had been invited. They simply wanted the OR volunteer to facilitate the workshop.
The OR volunteer met the Chair and Chief Executive the week before the workshop to understand the issues facing the organisation, and the outcomes they wanted from the workshop and longer term. The first challenge was to work out how anything useful could be achieved from such a short workshop; especially bearing in mind that this was the first such workshop the organisation had held.
Following the meeting, the volunteer agreed an agenda for the workshop, together with advance materials that gave a springboard to discussion without detracting from engagement at the workshop itself. This enabled a smooth and productive workshop, with collective agreement on next steps.
“The volunteer quickly understood what we were trying to achieve, and designed a workshop which helped us achieve our objectives in a very short space of time. The involvement in this phase of our strategy development helped us to have a new kind of conversation as an organisation.”