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“During the strategic planning retreat Jim remarkably kept all 30 people engaged in the discussion, focused and on track without sacrificing focused attention on key points.”

Toni Pergolin,
President of Bancroft NeuroHealth.



The President of Bancroft NeuroHealth, a company providing educational, residential, vocational, rehabilitation and therapeutic services to children and families with autism, developmental disabilities, brain injuries and other neurological impairments asked for assistance in improving the governance relationship with the Board of Trustees. The company which had previously experienced serious financial difficulties had just successfully staged a financial turnaround.  The President was interested in refocusing the Board and the executive team on the overall mission and strategic direction of the organization.

Facilitating collaborative consultations and meeting with the President and the Chairman of the Board, we designed and implemented a two day planning retreat. We used appreciative inquiry and the 4-I planning cycle to engage members of the board and the executive staff on best practices for dynamic achieving board governance. This included identifying characteristics of highly effective board members, refreshing the overall mission and core values of the organization, and establishing strategic priorities for the year ahead.

The planning retreat successfully resulted in Bancroft developing a one-year strategic plan. The plan identified key priorities, goals, action steps, assignments and accountability measures and enabled Bancroft to:

  • Improve the financial health and stability of the company.
  • Design and implement a new “Person Centered Quality of Clinical Care Model” for the delivery of services to its clients.
  • Create a family friendly environment that integrates the needs of families in the delivery of quality care.
  • Institute positive communication strategies to improve its relationships with families.
  • Foster and promote a “teaching and learning” organization culture.