Creating a 5-Year Strategic Plan to Support an Alumni Association
The Alumni Association at St. Francis Xavier University engaged the Barrington Consulting team to help with collaboratively creating a 5-year strategic plan for the Association.

Client
St. Francis Xavier University
Services
Strategy and Advisory
Industry
Higher education
The need
In 2022, the StFX Alumni Association engaged the Barrington Consulting team to collaboratively create a 5-year strategic plan for the Association. The plan was to be co-created by a number of key groups at the university; primarily engaging Alumni Association Executive members, Alumni Association Chapter Presidents, and StFX Advancement staff as needed.
The solution
The Barrington team applied the following four-phased “Barrington Beyond Baseline” approach, i.e.:
- Phase 1 – Discover: Identify a clear planning focus
- Phase 2 – Dream: Co-create the future-state vision and strategic directions
- Phase 3 – Design: Frame the steps needed to achieve the future that key partners have defined
- Phase 4 – Deliver: Create the associated implementation plan
A wide range of key partners were engaged through the process, particularly in the Dream phase. An in-person session with Chapter Presidents + Association Executive members was held to frame the Design of the plan. The Deliver phase was iterative and heavily engaged the project Executive Committee, i.e., Alumni Association Executive.
The results
The final draft of the 5-year strategic plan was delivered by the Barrington team in November 2022. The final plan was then published in early 2023.