Strategic Planning and Action Planning Projects

From Dialogue to Direction: Participatory Strategic Planning

In today’s complex and interconnected world, strategic planning must be more than a document—it must be a shared process that brings people together to create clarity, commitment, and coordinated action. Rooted in Process offers a participatory, values-driven planning approach grounded in Technology of Participation (ToP®) methods that transforms how groups collaborate, make decisions, and move […]

Visioning with Action Planning – Pinellas Conservation Coalition

Rooted in Process partnered with the Pinellas County Sierra Club’s Conservation Committee to launch a new countywide conservation coalition. We designed and facilitated a 3-hour virtual visioning workshop—supported by a pre-session stakeholder survey and collaborative tools like Trello—to bring together partners from across the county, region, and state. This was followed by four, one-hour virtual […]

Strategic Planning Sessions – Florida State Agricultural Response Team

The Florida State Agricultural Response Team (FL SART) is statutorily authorized by the state of Florida as a multiagency coordination group consisting of governmental and private entities dedicated to strengthening all-hazard disaster capabilities through partnerships. FL SART supports an effective and coordinated incident response for the animal and agricultural sectors in the state of Florida. […]