I. Overview: This project is to develop parameters of how two or more organizations can most effectively work together. To do so, an analysis will be undertaken to see how each organization is perceived by its members, nonmembers, and community leaders, what issues are critical in the near future, and the organizations can complement each other. This understanding is critical in developing a work plan to maximize organizational strengths and address areas of weakness. The plan would assist the boards of directors in selecting a long term plan, organizational direction and in selection of chief executive staff.

II. Objectives:

A. Identify & examine the target organizations' current strengths, weaknesses, threats and future opportunities:

1) Identify perceptions by key stakeholders.
2) Analyze how the economy, leadership network, and demographic make up can influence the operations.
3) Articulate optional programs & priorities to address key issues.

B. Develop specific recommendations for organization implementation:

1) Identify a range of organizational options for priority programs.
2) Create optimal organization design.
3) Develop target benchmarks for organizational performance, if desired.

III. Methodology:

1. Analysis of organizational data for the two organizations data may include:

2. Review of economic and demographic information

- Board members
- Major investors
- Key nonmembers
- Other civic organizational leaders
- Committee leaders
- Conference leaders
- Local elected officials
- Former volunteer chairs
- Staff
- Media
- ACCE, ASAE or U.S. Chamber representatives

4. Provide organizational design materials

5. Develop final recommendations report and facilitate discussion

- Set timetables
- Establish a business plan

IV. Work Products Deliverable:

1) Design of interview format (item IV. 3.)
2) Conduct up to 30 on site, face to face interviews
3) Development of organizational design elements (item IV. 4.)
4) Report on key findings from interview sessions
5) Recommendations for implementation (item IV. 5.)
6) Organizational implementation consulting, if desired (item IV. 6.)

V. Client Responsibilities:

1) Provide internal organizational documents (See item III. 1. and 2.)
2) Set up interviews and provide method of transportation
3) Develop a list of other civic organizations, their focus and relationship, as may be needed
4) Assist in collection of information and review of instruments
5) Assist in making arrangements for printing and distribution of materials
6) Providing local lodging and transportation