Strategy and Planning

Strategic Planning

Claremont Consulting works with boards and senior staff to articulate and develop:

  • Comprehensive three- or five-year strategic plans, goals, and budgets, which include a renewed commitment to the organization’s mission and vision, as well as a road map for ensuring organizational health and long-term sustainability.
“I was a brand new executive director when John Tarvin contracted with us to create our strategic plan.  He was kind, thoughtful, helpful, and thorough. We have a great product that we use and monitor routinely as a result of his diligent work with us. I would recommend John to anyone looking for a talented advisor to help them navigate their strategic planning process.”

– Rebekah Gewirtz, Executive Director, MPHA

“John Tarvin did a fantastic job in leading our Strategic Planning Committee in creating a flexible, realistic road map that will serve our organization well for at least the next three years.  John is a good listener and a quick learner, so he was able to readily grasp our various challenges and help lead us to good compromises and decisions.  We really benefited from his dual ability to identify so well with our organization while also wearing his consultant’s hat and providing us with a valuable outside perspective. We would highly recommend John to any organization that is interested in undertaking an intensive self-assessment and then creating a viable strategic plan.”

– Karen Barrata, Board Chair, Concord Prison Outreach

“John Tarvin is an outstanding group leader. When I needed an outside consultant to formulate and facilitate a strategic plan, I selected John, based on his excellent reputation. John exceeded all my expectations. His planning was impeccable, his interpersonal skills were exceptional, and his attention to individual and organizational needs was superb. Every detail was handled with skill and professionalism and all goals were achieved with time to spare. John has my greatest respect and highest recommendation.”

– Ljuba Marsh, Former Principal, Global Learning Charter School

Retreat Facilitation

Reflecting on an organization’s mission, vision, performance, and goals, Claremont Consulting assists boards and senior staff to arrange retreats as an opportunity for an organization to:

  • Re-commit to or revise its mission and vision,
  • Develop short- and long-term measurable goals and
  • Support team- and consensus-building.
“John Tarvin developed and delivered a first-class retreat for our company’s board, allowing us to make key decisions based on financial futures and scenarios that John created. John’s professional and personal skills facilitated needed conversations in a way that included every board member and moved us toward agreement. I especially appreciate all the time he put into the planning of our retreat and his wisdom in flowing between the big picture and the details. We plan to call on John Tarvin for future leadership and financial consulting and highly recommend him for company boards looking for guidance. ”

– Jennie Wadsworth, President of the Barringer Crater Company

“John was precisely the facilitator we needed at our Board retreat to help us name and claim the kind of Board we actually are, and to move off dead center in order to achieve our fundraising goals. He was a good listener and a good summarizer, and drew from his years of experience with charter schools. Our work this coming year will proceed from just three hours of work with John .”

– Mary Clare Powell, Ed.D., Board Governance Committee Chair, Pioneer Valley Performing Arts

“Mr. Tarvin was a pleasure to work with on our annual Board retreat.  After undergoing some major personnel changes in the school we were looking for a consultant who could quickly get a “read” on the situation, and help the Board identify its weaknesses and strengths and identify a clear path for moving forward.  Mr. Tarvin worked with one of our board members to develop an agenda that addressed these areas, led the retreat in a manner that kept the board on track while still allowing for ample discussion, and helped the board reach its retreat goals.  I would not hesitate to recommend him to other boards in need of some redirecting.”

– Nancy London, Board Member, Hill View Montessori Charter School

Call us to learn more about our services or for a client reference.

Get In Touch

John Tarvin
Milton, Massachusetts