Do you want support in organizational development initiatives and strategic planning?

Sage Transitions manages organizational development and strategic plans that engage employees, leaders, and stakeholders in meaningful consultation and discussion.

We review organizational structures, develop individual and team skills, performance metrics, and adapt and develop business strategies and systems.

Sage Transitions works with for-profit companies, post-secondary institutions, and not-for-profit organizations to support their organizational change needs. We’ve facilitated complex strategic plans, business case research, development of both funding and business proposals, and systems, processes, and organizational structure reviews.

Sage Transitions uses a variety of tools and methods to support our clients. We ask good questions, review current systems, and collaborate to develop customized plans and processes. Sometimes large and complex projects require additional bench strength, and so we expand our team with other consultants, each with the required skills and knowledge.

case: organizational review

OKANAGAN COLLEGE, BC CANADA

Okanagan College, Continuing Studies and Corporate Training wanted to conduct a comprehensive organizational review. Sage Transitions used SWOT (Strengths, Weaknesses, Opportunities, and Threats) to complete a research-based consultation strategy. By first analyzing the performance of current systems, practices, and structures, we built a consultation strategy that included feedback from college employees and leaders, students, instructors, and clients; this gave us the data and the insight to develop a robust review and a range of recommendations and options.

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case: community-capacity building

CENTRAL OKANAGAN, BC CANADA

In 2019, a group of organizations gathered to develop a community leadership program. The Steering Committee wanted to offer a training program for emerging leaders that would be inclusive and reflective of the community, and provide diverse tools to foster fresh approaches. A key program element included a community impact project for participants to practice the skills they gain through the leadership program. Sage Transitions researched other leadership programs, conducted a community consultation, and developed a summary of research results and recommendations.

case: not-for-profit performance

BRITISH COLUMBIA, CANADA

Many not-for-profits need to explore ways to achieve their goals; this may involve everything from strategic planning to fund development. The key element for Sage Transitions is the ability to quickly understand the organization, its needs, and the ways in which it does business. We have worked with many organizations, in many sectors, to complete strategic plans, review policies and procedures, and develop business cases and funding applications. All of these processes require an ability to listen to the client, conduct efficient research, and provide clear reports, results, and recommendations.

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sample work

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Summary of Engagement & Consultation Results

SUMMARY REPORT

This is a research and consultation report presented to the Leadership Okanagan Steering Committee.

Strategic Plan

STRATEGIC PLAN

This strategic plan was the result of an extensive research and consultation process with Okanagan College and its stakeholders.

Testimonials: Solutions/Org & Comm Change

We were pleased to be able to work closely with Heather and Sage Consulting as we took a deeper dive into a leadership program we were exploring with other community partners. We wanted to engage a variety of audiences to better understand their perspectives on the initiative. Heather was able to customize her research methodology to meet our needs and was able to put together a concise, though thorough, report that provided insights that would have taken us months to capture on our own. It was a pleasure to work with Heather as she listened closely to our needs prior to undertaking the work and her professional approach and respectful demeanour ensured clear communications throughout the project. It was also a bonus that she was able to work within our limited budget, delivering positive results.

Dan Rogers, Kelowna Chamber of Commerce

We had the pleasure of often working with Sage Transitions over the past 14 years, starting in 2006 when Heather Stewart facilitated the development of our seminal strategic plan. Since then, Heather and Ian have managed the revision of that plan, which included conducting a new environmental scan and conducting more than 50 consultation sessions, as well as working with the Board of Governors, senior leadership, and employees to develop a shared mission, vision, values, key directions, and performance indicators. Those documents have provided much of the strategic direction that has allowed Okanagan College to mature into one of BC’s largest and, arguably, best public colleges. In addition, Sage Transitions has worked with our Foundation, our Alumni Association, and our Continuing Students department on key planning exercises. We have always found them to be attentive to our needs, very professional in their conduct, highly collaborative, and able to work within budget and deadlines.

Jim Hamilton

President, Okanagan College

I have had the pleasure of working with both Ian MacRae and Heather Stewart for several years on an array of training and research initiatives. I have always been impressed with the quality of their training services and ability to customize it to a variety of settings including corporate and post-secondary environments. Their collaborative and professional approach exceeded my expectations and I have been impressed with how they facilitate in an interactive and innovative way while infusing their work with cutting edge research to ensure it exceeds clients’ expectations. I have been fortunate to partner with both Ian and Heather on training, research, consulting and writing projects and I have found them to always act with integrity, meet deadlines, be accountable and creative and really care about the work they deliver and the impact it creates for the individuals and organizations they serve. I look forward to continuing to learn from, and partner with both Ian and Heather into the future.

Dr. Kyleen Myrah, CPA

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