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Request for Proposal: Facilitation and Consultation Services for the Burnaby Board of Trade (BBOT) 2025 Strategic Plan

Introduction

The Burnaby Board of Trade (BBOT) is Burnaby’s premier business organization. It serves as a catalyst for economic growth, a champion for sustainable business practices, and an advocate for its members. With a diverse membership base spanning various industries, BBOT is committed to fostering a thriving business environment in Burnaby by providing advocacy, networking opportunities, and programs that empower local businesses.

As we look to the future, BBOT seeks to build on its successes and set a strategic direction that ensures relevance, growth, and impact. To achieve this, we seek a qualified and experienced facilitator to guide the development of our Strategic Plan for 2025 and beyond.

Scope of Work

The successful consultant will be responsible for leading the strategic planning process that results in the following outcomes and deliverables:

1. Comprehensive SWOT Assessment or equivalent

Conduct a thorough analysis to identify BBOT’s strengths, weaknesses, opportunities, and threats.

2. Stakeholder Engagement

Engage with staff, key partners, sponsors, and other stakeholders to gather valuable insights on current operations and future aspirations.

3. Board Workshop Facilitation

Organize and facilitate an interactive workshop with BBOT’s board members to consolidate leadership perspectives and insights.

4. Member Survey Development

Design a member survey to be distributed by BBOT and integrate the feedback into the strategic planning process.

5. Market Analysis

Examine successful models of chambers of commerce, business organizations, and nonprofits within Burnaby and beyond.

6. Growth Strategies

Identify opportunities and propose strategies to enhance BBOT’s capacity and long-term growth.

7. Mission, Vision, and Values Review
Refine and refresh the BBOT’s mission, vision, and value statements as needed to align with the organization’s goals.
8. Final Strategic Plan Report

Provide a comprehensive 3-5-year strategic plan that includes key findings, strategic priorities, actionable goals, performance metrics, and a phased implementation roadmap. The plan will integrate stakeholder feedback, market insights, and growth strategies, ensuring alignment with BBOT’s mission and adaptability for future needs that integrate insights from all assessments, workshops, surveys, and analyses.

Budget

The budget for this project is up to $12,000, including all consultant fees, travel expenses, and materials.

Project Timeline

• Proposal Submission Deadline: February 4, 2025
• Board Engagement Workshop: May 2025
• Final Strategic Plan Submission: June 1, 2025

Proposal Submission

Interested consultants are invited to submit a proposal that includes an overview of their experience facilitating strategic plans for business organizations, chambers, or nonprofits; a detailed approach and methodology for completing the scope of work, including stakeholder engagement, SWOT analysis, and workshop facilitation; identification of key team members and their roles; a work plan and timeline with key milestones and deliverables; a budget breakdown outlining fund allocation; and at least three references from similar projects.

Submission Process

Proposals must be submitted via email to admin@bbot.ca by February 4, 2025.

Evaluation Criteria

Proposals will be evaluated based on the following criteria:

• Demonstrated experience in strategic planning facilitation.
• Understanding of BBOT’s mission and organizational context.
• Quality and feasibility of the proposed approach.
• Alignment with project budget and timeline.
• References and past performance.

We look forward to receiving your proposal and partnering with a skilled facilitator to shape the future of the Burnaby Board of Trade.

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