Case Study:

Planning Retreat Facilitation



Our Role

  • Design and facilitation of a single-day planning retreat 
  • Organization of retreat outcomes 
  • Advice on action planning and operations  
  • Advice on bylaws and infrastructure to support two separate but aligned county-focused foundations 





The Community Foundation of the Northern Alleghenies is comprised of the McKean County Community Foundation and the Elk County Community Foundation. CFNA has 223 charitable funds, has given over $4 million in Community Grants, and over $2 million in scholarships. The common mission of ECCF and MCCF is to enhance the quality of life in the local area as they strengthen the region through development, stewardship, and grant making. CFNA engaged The Hill Group to reimagine its vision for the future, build its capacity, both from a financial standpoint and a staffing standpoint, determine a plan for storing and systemizing institutional knowledge, and manage its funds in a more concrete and sustainable way. 


To meet the organization’s budget and time constraints, The Hill Group designed and deployed a single-day strategy development blitz informed by key stakeholder input gathered in advance through interviews and surveys. 


Behind the Scenes

The Hill Group worked closely with CFNA staff to devise a process to balance budget constraints and desired outcomesThe three phases of strategic planning typically deployed by The Hill Group over a series of months was condensed to a single-day retreat with activities and exercises designed to quickly illicit key priorities and articulate goals critical for the future of the Foundation.