Preparation

CI Workshop-centred Process

Preparation Phase

Our workshop-centered process begins when a major stakeholder, usually the executive director, board president, or a member of the board contacts a Creative Initiatives Foundation Associate about an issue or problem the organisation is having difficulty dealing with. The concern may involve the loss of funding, raising money for a new program, losing a leader, or motivating staff, volunteers and donors.

During this initial contact, the Associate will determine if the organization’s leadership is ready, willing and able to use its creative initiative to deal with the organization’s problem or issue. If it is, the Associate helps the organization complete an application for a Creative Initiatives Workshop Grant.

If the Foundation approves the grant request, then the Associate will make arrangements for the organisation’s policy-makers and stakeholders to participate in a Creative Initiatives Workshop.

Phase 1 Tasks

The Associate/workshop facilitator must complete four tasks before the workshop.

1.	Establish the workshop parameters
2.	Information gathering
3.	Information analysis and synthesis
4.	Workshop preparation

1.	Define the organization's current state and paradigms
2.	Create the Vision and develop a desired future state
3.	Identify gaps and rank them by importance
4.	Develop creative initiatives to close the gaps
5.	Prepare a Digest that documents the workshop inputs, outputs and next steps

1.	Select the most practical initiatives in the light of competing needs and resources
2.	Develop a strategic plan and action plans for achieving the Vision
3.	Implement the plans
4.	Evaluation and quality review

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Preparation

CI Workshop-centred Process

Preparation Phase

Phase 1 Tasks