RFP: Strategic Plan Consulting Services

Posted: December 1, 2022

Overview

Capital IDEA seeks proposals from qualified consultants/firms to assist in the development of a new strategic plan to guide the organization over the next five years (2023-2028). The goal is to anticipate the challenges and opportunities Capital IDEA will face and build a forward-looking, actionable plan that will drive key strategies, impact areas, and decisions.

The plan will provide clarity for the board and staff on long-term, internal organizational efforts as well as high-impact opportunities to support community-wide, mission-driven workforce development efforts in partnership with external stakeholders.

Qualifications

Capital IDEA is seeking an experienced organizational consultant to work with the Executive Director, Board of Directors, senior management team, staff members and stakeholders. The consultant should have:

Relevant experience in working with nonprofit, public, and/or private sector organizations to develop strategic plans that respond effectively to internal, environmental, political, and fiscal realities.

Extensive strategic planning experience, including the ability to conduct all required research, coordinate and facilitate the planning process, conduct confidential internal and external stakeholder interviews, and create a strategic planning document that is measurable and suitable for public review and presentations.

Experience working with strategies of the Industrial Areas Foundation or Central Texas Interfaith is preferred, as is experience with agencies that deliver impactful workforce development.

Bidder Instructions and Questions

Before submitting a proposal, please carefully read and consider our RFP: RFP: Strategic Plan Consulting Services (PDF).

Consultants are to provide an electronic proposal (PDF preferred) via email to the contact provided within the RFP document by 11:59 pm on January 3, 2023.

Q & A

Bidders were invited to submit questions on this RFP up until 11:59 pm on Monday, December 12, 2022, with the understanding that answers would be posted publicly here on our website on December 13th.

12/15/22 Update: The below questions experienced a delayed receipt due to a technical issue.

  • Q. Is there an expectation for services to be delivered virtually or in person?
  • A. We expect a hybrid scenario, where some conversations, especially in larger groups, will be more impactful and meaningful in person. Other 1:1s, such as with key stakeholders, can be accomplished virtually.
  • Q. Is the requested number of interviews (20-25) a firm number, or can that number be adjusted in the scope of work to help meet the budget?
  • A. Consultants can recommend an adjusted number to meet budget constraints. All proposals will be considered.
  • Q. Is Capital IDEA a grantee of the Michael & Susan Dell Foundation?
  • A. Capital IDEA is not a current grantee of the Michael & Susan Dell Foundation.