What we did

In March 2018 we were engaged by the New Zealand Heart Foundation to support a refresh of their  strategic plan, including developing an accompanying measurement framework. Through a collaborative process with the Leadership Team, national staff, beneficiaries and Board, we helped the Heart Foundation review its vision, mission, values, enablers, goals and objectives and align them to its strategic direction.

The New Zealand Heart Foundation simplified and re-energised their vision and purpose. The seven objectives were consolidated into three goals that followed a ‘life-course’ approach. The three goals are enabling heart healthy choices, providing support for those impacted by heart disease, and funding and training heart research in New Zealand.

How we did it

We supported the Leadership Team with the following:

• Three workshops with the Leadership Team to discuss the new vision, purpose, values, enablers, the goals and how to map them against the wider strategic plan, and measurement framework
• A focus group with Heart Health beneficiaries to discuss how the organisation can provide more targeted support and make a difference
• An engagement workshop with national staff to ensure their voice and work was reflected in the refresh, including discussions around innovation and what it means to be a leading charity
• A staff survey using a Likert scale to measure attitudes towards the proposed changes to the vision, purpose, values, enablers and goals
• Two workshops with the Board to incorporate their feedback on the proposed strategic refresh changes.

Benefits for the client

Our collaborative process ensured that the New Zealand Heart Foundation Leadership Team had ownership over their refreshed strategic plan, which provides a motivating and exciting direction for the Foundation, its staff, and stakeholders.

By facilitating workshops with executive, operational staff and consumers, we were able to ensure that the refreshed strategic plan was inclusive and represented all voices. We also provided additional graphic design support for the strategic plan refresh.

The New Zealand Heart Foundation’s 2018-2021 Strategic Plan has been published on their website; https://www.heartfoundation.org.nz/documents/marketing/about-us/heartfoundation-nz-strategic-plan-18-21.pdf?1596605958.