Strategic Planning Consultant Services
Overview
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SUMMARY
KEY REQUIREMENTS
TIMELINE
RFP Issued: September 21st, 2026
Proposal Deadline: November 15th, 2026
Interviews with Shortlisted Candidates: November/December 2026
Consultant Selected & Contract Awarded: December 2026/January 2027
Discovery & Stakeholder Engagement: March/April 2027
In-Person Strategic Planning Session: May/June 2027
Draft Strategic Plan Delivered: July 2027
Strategic Plan Finalized: August 2027
Final Strategic Plan Approved by Board: September 2027
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Shuswap Community Foundation
DESCRIPTION
The Foundation is seeking strategic planning consultant services to develop a robust, multi-year Strategic Plan that will guide its operations, capacity building, fund development, and grant-making strategies.
The consultant will conduct an environmental scan and organizational assessment, then design, prepare materials for, and facilitate a highly engaging one- to two-day in-person strategic planning session in the Shuswap. The session will guide the Board and staff through consensus-building exercises to define strategic priorities, core values, and future direction.
Following the session, the consultant will synthesize its outcomes and stakeholder feedback into a comprehensive three- to five-year Strategic Plan. The plan must include clear, actionable goals, key performance indicators, and a realistic implementation roadmap.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due November 15, 2026.
- Who issued this RFP?
- It was issued by Shuswap Community Foundation. The work is located in Salmon Arm, British Columbia, Canada.
- Who is a good fit for this opportunity?
- Strategic planning consultancy with experience serving foundations or nonprofit organizations
- Demonstrated expertise in organizational assessment, stakeholder engagement, and consensus building
- Experienced facilitators capable of leading in-person Board and staff planning sessions
- Strong track record developing multi-year plans with measurable goals, key performance indicators, and implementation roadmaps
- Capacity to conduct on-site work in the Shuswap region
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.