Strategic & Integrated Planning

Our Experience

Our Experience

Summary of Our Experience

(Strategic/Operations/Action/Financial)

183

Plans

124

Organizations and Municipalities

STRATEGIC & INTEGRATED (Strategic/Operations/Action/Financial) PLANNING

STRATEGIC & INTEGRATED (Strategic/Operations/ Action/Financial) PLANNING

Cities, Towns & Villages and Rural Municipalities

Town of Broadview, SK (4)

Town of Wynyard, SK

Town of Esterhazy, SK (3)

Town of Wolseley, SK (2)

Town of Coronach, SK

Town of Rosthern, SK

Town of Grenfell, SK (4)

Town of Wadena, SK

Town of Herbert, SK

Town of Whitewood, SK (2)

Town of Powerview-Pine Falls, MB

Town of Carlyle, SK

Town of Hudson Bay, SK

Village of Zenon Park, SK (2)

RM of De Salaberry, MB

Town of Foam Lake, SK (3)

City of Moose Jaw, SK (3)

RM of Stanley, MB

Town of Virden, MB (4)

City of Portage la Prairie, MB

RM of Willowdale, SK

Village of Windthorst, SK

Town of Assiniboia, SK (2)

RM of Hanover, MB (2)

Town of Wawota, SK

Town of Gravelbourg, SK

RM of Alexander, MB

Village of Montmartre, SK

Town of Moosomin, SK (3)

Riverdale Municipality, MB

Town of Ste. Anne, MB

City of Regina, SK (Waterworks Services Department)

Prairie View Municipality, MB

Resort Village of Candle Lake, SK

Town of Carberry, MB

Grandview Municipality, MB

Town of The Pas, MB

First Nations and First Nations Organizations

Little Black Bear, SK

PHC Holdings Limited Partnership, SK

Ochapowace, SK

Painted Hand Community Development Corporation, SK (2)

Kahkewistahaw Land Development Corporation, SK

The Key First Nation, SK (2)

Ski Ochap, SK

Whitecap Dakota First Nation, SK

Cowessess Economic Development Commission Tourism Development Plan, SK

Red Dog Holdings Ltd., SK

South East Treaty Development Corporation, SK

PBCN - Deschambault Lake Community - Deschambault Lake Economic Development Corporation, SK (2)

PBCN - Pelican Narrows Community - Pelican Narrows Development Corporation, SK

PBCN - Denare Beach Community - Amiskosakahikan Development Corporation, SK

Tribal Councils

Yorkton Tribal Council, SK (4)

Yorkton Tribal Council Health Multi Year Plan, SK

Not for Profit Organizations

Yorkton Soccer Association, SK

Saskatchewan Urban Municipalities Association (SUMA), SK

Saskatchewan Economic Developers Association, SK (3)

Teaching English as a subsequent Language Saskatchewan Inc (TESL Sask), SK

Manitoba Recreation Facilities Association, MB (2)

Northern Teacher Education Program Inc (NORTEP) Integrated Plan and Stakeholder Consultations, SK

Manitoba Municipal Administrator's Association, SK (3)

Softball Saskatchewan Corporate Plan, SK

Recreation Connection Manitoba Inc., MB

Softball Saskatchewan High Performance Plan, SK

Saskatchewan South East Tourism Association Inc., SK

Saskatchewan Cheerleading Association, SK

Marieval Enterprise Centre, SK

Canoe Kayak Saskatchewan, SK (2)

Quality Starts Here / Verified Beef Production Working Group Inc., SK

Twinkle Star Project, SK

Association of Urban Parks & Conservation Areas, SK

New North SANC Saskatchewan Association of Northern Communities, SK

Portage Regional Recreation Association, SK

Regina Sexual Assault Centre Inc, SK

Wakomow Valley Regional Park, Moose Jaw, SK

Sunrise Community Futures, SK

Sask Horse Federation Inc. SK (2)

MidSask Community Futures, SK

Province of Saskatchewan Departments

Saskatchewan Economic and Cooperative Development, SK

First Nations and Métis Relations, SK

Enterprise Saskatchewan, SK

Ministry of Economy, SK

Private Sector Companies and Individuals

Mainline Agro Products, SK

Western Prime Meats, SK

Prairie Valley Enterprises, SK

Saskatchewan/Manitoba Organic Livestock Group, SK/MB

Twin Rivers Developments Inc., SK

Plains Livestock Inc., SK

Wittmann Foods International, MB

Clear Creek Organics, SK

Pipestone Feeders Ltd, SK (4)

PHC Holdings Limited Partnership, SK

Preeceville Meat Processors Group, SK

EMW Industrial, SK

Circle 50 Tourism Marketing Group, SK

Quantus, MB

Cooks Own Cookies, SK

Bandits Distilling Inc, Weyburn, SK

Border Line Feeders Ltd, SK (2)

Marnie Gruber, Weyburn, SK

Whitewood Interpretive Centre Inc., SK

Mike Guest, Weyburn, SK

New Wave Innovations Inc., SK

Danco Forage Ltd, Oxbow, SK

Seed Hawk, SK

Dan Pandolfo, Oxbow, SK

Regional Economic Development Agencies

Red Coat, SK

Southeast, SK (3)

Prairie to Pine, Big Gully, SK

Gateway, SK (2)

Long Lake, SK

Etomami Valley, SK (2)

Mainline, SK (10)

Yellow Head, SK

Cornerstone, SK (2)

Enterprise Regions

South Central Enterprise Region, SK (5)

MidSask Enterprise Region, SK

Saskatchewan East Enterprise Region, SK

Boreal West Enterprise Region, SK

Athabasca Enterprise Region, SK (2)


Other Agencies

Assiniboia Alliance, SK (3)

Upper Qu’Appelle Alliance, SK

Bengough Economic and Tourism Committee Inc., SK

Edgewater Development Corporation, MB

Gravelbourg/Lafleche Alliance, SK


BUSINESS PLANNING AND DEVELOPMENT

Athabasca Enterprise Region Corp, Saskatoon, SK
Corporate Development (structure, Articles, bylaws) Board orientation, strategic planning, Board policy development and operational support.
Bandits Distilling Inc, Weyburn, SK
Corporate development (Share structure, Articles, bylaws) Business Plan with financial projections, systems development (inventory tracking, product costing).
Clear Creek Organics, Pangman, SK
Business Plan with financial projections.
Danco Forage Ltd, Oxbow, SK
Farm Business Strategic Plan, Risk Assessment, Corporate structuring and Share structure options.
Edgewater Development Corporation / Beaurivage Corporation De Development, Powerview-Pine Falls, MB
Organizational development of the Corporation from the ground up including Board bylaws, policies and strategic planning.
El Kevinos Diner, Wolseley, SK
Business Plan with Financial Projections.
Marnie Gruber, Weyburn, SK
Farm Business Strategic Plan, Risk Assessment.
Mike Guest, Weyburn, SK
Farm Business Strategic Plan, Risk Assessment.
Keystone Alliance Planning District, MB
Undertook a feasibility study to create a new planning district in Manitoba including organizational development of the Corporation from the ground up including Board bylaws, policies and strategic planning. (RM of Cornwallis, RM of Elton, Riverdale Municipality and the RM of Whitehead.)
Best Cooking Pulses Inc., Rowatt, SK
Lean Gap Analysis
Manitoba Recreation Facility Association, Winnipeg, MB
Organizational review and business plan update.
Ochapowace First Nation, Ochapowace, SK
Undertook a feasibility and market study for the development of a hotel complex as part of the existing Ski Hill business unit.
Pam Chadwick - Horse Equine Assisted Learning, Whitewood, SK
Business Plan with Financial Projections.
Pipestone Feeders Inc, Grenfell, SK
Corporate planning, structure development, Business Plan with Financial Projections, assistance to secure debt financing. Ongoing system development support including inventory costing and tracking worksheets.
Plains Livestock Inc., Porcupine Plains, SK
Corporate planning, structure development, Business Plan with Financial Projections, assistance to secure debt financing. Ongoing system development support including inventory costing and tracking worksheets.
Recreation Connections Manitoba Inc, Winnipeg, MB
Assisted the organization in the development of a business case for the purpose of increasing the level of funding to the organization from the Province of Manitoba.
Rolling Hills Feedlot Inc., Assiniboia, SK
Corporate planning, restructure, Business Plan with Financial Projections.
Seed Hawk – Vaderstad Industries, Langbank, SK
Strategic/business planning and manufacturing performance review and enhancement.
South Central Enterprise Region, Moose Jaw, SK
Assisted in the creation of this Enterprise Region and provided operational and management support including CEO recruitment, strategic planning, policy development, business development and retention strategies and regional economic development opportunities with area communities – Assiniboia, Bengough, Eyebrow and LaFleche.
Town of Broadview, SK
Strategic planning, Official Community Plan/Zoning bylaws review and municipal policy development.
Twin River Ag Ventures, Rosthern, SK
Corporate structuring, Business Development planning.
University of Saskatchewan, Saskatoon, SK
New Experimental Feedlot Business Plan with financial projections modeling.
Western Prime Meats, Weyburn, SK
Business strategic planning. Waste Management Model.
Wey West Short-line Rail, SK
Assisted the organization in developing options for short rail line development in defined areas of Saskatchewan.
Whitewood Interpretive Centre Inc., Whitewood, SK
Alternate Energy Interpretive Centre with Wind Energy Preliminary Business Plan.
Whitecap Dakota First Nation, SK
Optimizing The Whitecap Dakota First Nation Opportunities A Marketing Strategy

Pipestone Feeders Ltd., Grenfell, SK

Rolling Hills Feedlot Inc., Assiniboia, SK

Manitoba Recreation Facility Association, Winnipeg, MB

Twin River Ag Ventures, Rosthern, SK

Town of Broadview, SK

Wey West Short-line Rail, SK

Ochapowace First Nation, Ochapowace, SK

Plains Livestock Inc., Porcupine Plains, SK

El Kevinos Diner, Wolseley, SK

Clear Creek Organics, SK

University of Saskatchewan, SK

Athabasca Enterprise Region Corp, SK

Seed Hawk, SK

Pipestone Feeders Inc, Grenfell, SK

University of Saskatchewan Update, SK

Pam Chadwick - Horse Equine Assisted Learning, SK

Western Prime Meats, SK

Lean Gap Analysis - Best Cooking Pulses Inc., SK

Recreation Connections Manitoba Inc, Winnipeg, MB

Bandits Distilling Inc, Weyburn, SK

South Central Enterprise Region, SK

Danco Forage Ltd, Oxbow, SK

Whitewood Interpretive Centre Inc., Whitewood, SK

Keystone Alliance Planning District, MB

Edgewater Development Corporation / Beaurivage

Corporation De Development, Powerview-Pine Fall, MB

PROJECT DEVELOPMENT

City of Moose Jaw Economic Development Committee, Moose Jaw, SK
Strategic planning and K Plus S Potash Impact and Opportunities Assessment project
Diefenbaker Destination Developments Inc., Saskatoon, SK
Strategic planning and business opportunities identification
Gateway Regional Economic Development Authority, Moosomin, SK
Development of a regional product development business plan for the region
Mainline Regional Economic Development Authority, Broadview, SK
Mainline Agro Products Corporate development, Prospectus development support
Visions North Community Futures, La Ronge, SK,
Beaver River Community Futures, Meadow Lake, SK
Project business case development / Visions North, Beaver River Community Futures
RM and Town of Gilbert Plains, MB
Centennial Park Development Plan
Rural Municipality of Stanley, MB
Fire Services Feasibility Study and strategic planning
SK Economic Developers Association (SEDA)
Project Development Modules Update
Town of Carberry / RM of North Cypress, MB
Feasibility study for new recreation Complex
Town of Swan River, MB
Richardson Recreation and Wellness Centre Operations Plan/Budget
Town of Virden, MB
Community recreation facility needs assessment and business plan development, strategic planning and organizational review
Town of Whitewood, SK/Rural Municipality of Willowdale, SK
Strategic planning
TSS Group (10 Saskatchewan Rural Municipalities and their CAO’s):
RM 405 – Great Bend; RM 406 – Mayfield;
RM 434 – Blaine Lake; RM 435 – Redberry;
RM 464 - Leask; RM 466 – Meeting Lake;
RM 467 – Round Hill; RM 496 – Spiritwood;
RM 497 – Medstead; RM 498 – Parkdale
Municipal Procedures compilation

MANAGEMENT AND OPERATIONS SUPPORT

Bandits Distilling Inc., SK
Ongoing system development support including inventory costing and tracking worksheets. Product costing, and reporting.
Border Line Feeders Inc., Ceylon, SK
Ongoing system development support including inventory costing and tracking worksheets. Updating of business plans and financial forecasting.
Keystone Alliance Planning District, MB
Operational support for the organization including staffing and policy re-development.
Broadview Investment Group (BIG), Broadview, SK
Corporate management. Tax filings. Corporate annual filings.
International Labour Centre, Kyiv, Ukraine/Saskatoon, SK
Operational support and assisted Corporation in establishing a presence in Saskatchewan.
New Wave Innovations Inc., SK
Corporate Development, Articles and share structure development.
Pipestone Feeders Inc., Grenfell, SK
Ongoing system development support including inventory costing and tracking worksheets. Updating of business plans and financial forecasting. Ended 2009.
Plains Livestock Inc., Porcupine Plains, SK
Ongoing system development support including inventory costing and tracking worksheets. Updating of business plans and financial forecasting. Ended 2010.
Quality Starts Here / Verified Beef Production, Regina, SK
Board operations and budgeting.

ORGANIZATIONAL REVIEWS

Town of Virden, MB

Riverdale Municipality, Rivers, MB

Pipestone Feeders Inc., Grenfell, SK

Grandview Municipality, Grandview, MB

Yorkton Tribal Council, Yorkton, SK

RM of Dundurn, SK

Rural Municipality of Hanover, MB

Rural Municipality of Oakview, MB

Village of Zenon Park, SK

Town of Powerview-Pine Falls, MB - Public Works

Town of Whitewood, SK

Town of Wadena, SK

Saskatchewan Stock Growers Association, Regina, SK

Rural Municipality of Britannia, SK

RM of Pipestone, MB

Town of Rosthern, SK

RM of Rockwood, MB

Town of La Ronge, SK

Keystone Planning District, MB

Resort Village of Candle Lake, SK

South Interlake Planning District, Stonewall, MB

Town of Langham, SK

Town of Fort Qu'Appelle, SK

Municipality of Minitonas-Bowsman, MB

ORGANIZATIONAL DEVELOPMENT

Canoe Kayak Saskatchewan, Regina, SK
Membership survey development.
Grandview Municipality, MB
2018 Municipal Budget Model development and implementation with Administration and Council.
Lac La Ronge Regional Waste Management Corporation, La Ronge, SK
Establish employee hiring grid / wage placement system and developed job descriptions for all employees.
Lake Diefenbaker Tourism / Diefenbaker Destination Developments, Outlook, SK
Operational support and development.
Mid Sask Community Futures, Outlook, SK
Corporate Structure and Bylaws development.
Northern Teacher Education Program Council Inc., La Ronge, SK
Complete restructuring of the Corporation including Board makeup/representation, update and modernize Articles, Corporate Bylaw and Governance and Policy development.
Peter Ballantyne Cree Nation, Denare Beach Community, Denare Beach, SK
Amiskosakahikan Development Corp - Corporate Development / Governance and Investment Readiness.
Peter Ballantyne Cree Nation, Deschambault Lake Economic Development Corp – Deschambault Lake, SK
Corporate Development - Planning and Governance.
Peter Ballantyne Cree Nation, Pelican Narrows Development, Pelican Narrows, SK
Corporate Development - Planning and Governance.
Peter Ballantyne Cree Nation, Pelican Narrows Development, Pelican Narrows, SK
Investment Readiness.
PHC Holdings, Yorkton, SK
Corporate direction setting.
Portage Regional Recreation Authority, Portage La Prairie, MB
Strategic planning and governance support.
Prairie View Municipality, SK
Municipality development.
Prince Albert Community Futures, Prince Albert, SK
Corporate structure and bylaws development.
Regina Sexual Assault Centre Inc., Regina, SK
Redrafting of Articles of Incorporation. Redrafting of Corporate Bylaws. Human Resource Policy development, Governance Training and Governance Policy development.
RM of Pipestone, MB
Salary Grid Development and HR Manual Development.
Sagehill Community Futures, Bruno, SK
Redrafting of Articles of Incorporation. Redrafting of Corporate Bylaws. Lending Policy development, Governance Policy development.
Zakimay First Nations, Zakimay, SK
Governance training - Meeting Rules of Order development.
Saskatchewan Cheerleading Association, Regina, SK
Corporate Structure and Corporate Documents review and revisions. Governance training.
Saskatchewan High Schools Athletic Association, Regina, SK
Redrafting of Articles of Incorporation. Redrafting of Corporate Bylaws.
South Interlake Planning District, Stonewall, MB
Policy development / by-law redevelopment.
Southeast Regional Economic Development Authority, Weyburn, SK
Downtown business development investigation project and economic development opportunities identification workshop.
Sunrise Community Futures Corporation, Weyburn, SK
Strategic planning.
Teaching English as a Subsequent Language (TESL) in Saskatchewan, Saskatoon, SK
Governance development and training, strategic planning, operations support and job descriptions review, Corporate bylaw and policy review.
Town of Assiniboia, SK
Salary Grid development.
Town of Assiniboia, SK
Council compensation analysis/survey.
Town of Assiniboia, SK
Council Compensation bylaw review/adjustment and policy development.
Town of Carlyle, SK
Recreation Department development, including public consultation and survey development.
Town of Foam Lake, SK
Pre Planning Public Consultation Survey development.
Town of Powerview-Pine Falls, MB
2018 - Municipal Budget Model development.
Town of Rosthern, SK
Policy, Bylaw development.
Twinkle Star Project, Regina, SK
Corporate Structure and Bylaws development.
Village of Mankota, SK
CAO training/job description/performance review development; human resource policy review and identification; Public Work staff job description development; Council training.
Village of Zenon Park, SK
Community organization development, critical issue resolution and strategic planning.
Western Prime / SK/MB Organic Livestock Associations
Facilitate meeting to determine pre feasibility of a cross province partnership for processing organic beef.
Mid Sask Community Futures, Outlook, SK
Lending and Finance Management Policy Development
Beaver River Community Futures, Meadow Lake, SK
Redrafting of Articles of Incorporation. Redrafting of Corporate Bylaws. Lending Policy development, Finance Management Policy development.
Dakota Ojibway Community Futures Development Corporation, Headingly, MB
Redrafting of Corporate Bylaws. Lending Policy development, Finance Management Policies development, Governance Policy review.
Sunrise Community Futures Corporation, Weyburn, SK
Lending Policy Development
RM of Pipestone, MB
Salary Grid Review and Update
Municipality of Minitonas-Bowsman, MB
HR Policies, Bylaws review and update. Compensation system development
Resort Village of Candle Lake, SK
CAO job description/performance review development; human resource policy review and redevelopment; Council training, restructuring transition.
Town of La Ronge, SK
CAO job description/performance review development; human resource policy review and redevelopment; Council training, restructuring transition.
RM of Coalfields, SK
CAO, Manager of Finance and Administration, Administrative Assistant Job Descriptions, and salary / hiring grid development.
Lucien Lake Regional Park
Constitution redevelopment, Bylaw/Policy redevelopment, personnel and lease agreements development.

MUNICIPAL BUDGET MODEL DEVELOPMENT

Town of Powerview - Pine Falls, MB

Resort Village of Candle Lake, SK

Town of La Ronge, SK

Town of Wadena, SK

Town of Grenfell, SK

Grandview Municipality, SK

RM of Springfield, MB

MUNICIPAL AND FIRST NATION INVESTMENT READINESS BENCHMARKING TOOLS, MODELS & PLANNING

City of Moose Jaw Economic Development Committee, Moose Jaw, SK
Economic development strategic planning, investment Readiness benchmarking Workshops and action plan development.
Assiniboia Area Alliance - Assiniboia, SK, RM's 71, 72 & 73
Investment Readiness benchmarking and planning.
MidSask Enterprise Region, Outlook, SK
Economic development strategic planning, investment readiness benchmarking and planning.
South Central Enterprise Region, Moose Jaw, SK
Economic development strategic planning, investment readiness benchmarking and planning.
Bengough Economic Development and Tourism Inc, Bengough, SK
Tourism and economic development related strategic planning.
Gravelbourg\Lafleche Alliance, SK
Investment readiness and Alliance development planning.
Upper Qu’Appelle Alliance, Moose Jaw, SK
Economic development strategic planning, investment readiness benchmarking and planning and organizational development.
RM of De Salaberry, MB
Strategic and investment readiness benchmarking and staff recruitment.
Whitecap Dakota First Nation Economic Development, Whitecap, SK
Business and tourism opportunities identification.
Town of Gravelbourg, SK
Economic development portfolio development and operational support.
Yorkton Tribal Council, Yorkton, SK
Investment Readiness Benchmarking Workshop.
Office of the Treaty Commissioner, Saskatoon, SK
Saskatchewan First Nations Economic Development Network Investment Readiness Benchmarking Demonstration Project.
Peter Ballantyne Cree Nation, Deschambault Lake Community, SK
Investment Readiness benchmarking and planning.
Town of Grenfell, SK
Economic development strategic planning, investment readiness benchmarking and planning.
Town of Esterhazy, SK
Economic development strategic planning, investment readiness benchmarking and planning.
Town of Foam Lake, SK
Investment Readiness Benchmarking Workshop.
Town of Indian Head, SK
Investment Readiness Benchmarking Workshop.

MUNICIPAL CAO AND SENIOR MANAGEMENT RECRUITMENT

RM of Hanover, MB – CAO Recruitment

Town of Grenfell, SK - CAO Recruitment

RM of De Salaberry, MB - CAO Recruitment

Town of Assiniboia, SK - Public Works Manger Recruitment

RM of Argyle, MB - CAO Recruitment

Town of Fort Qu'Appelle, SK – CAO (2) , Facility Operations Manager

and Finance Manager recruitments.

Town of Assiniboia, SK - CAO Recruitment

Grandview Municipality, Grandview, MB - CAO Recruitment. (2)

RM of Pipestone, MB - Manager of Public Works and Infrastructure Recruitment

Town of La Ronge, SK - CFO Recruitment, CAO Recruitment,

Manager Of Public Works Recruitment

Town of Swan River, MB - Manager of Aquatic Services Recruitment

Keystone Planning District, MB – Building Inspector and

Development Services Coordinator.

Town of Gravelbourg, SK - CAO Recruitment

Town of Wadena, SK - CAO Recruitment

Town of Moosomin, SK - Director of Public Works and Utilities Recruitment

Town of Carlyle, SK - Parks, Recreation and Culture Director

South Interlake Planning District, Stonewall, MB - General Manager

Resort Village of Candle Lake, SK – CAO, Manager of Planning and

Development, Manager of Public Works, manager of Parks and Recreation


RM of Coalfields, SK - CAO Recruitment

Town of Wolseley, SK - CAO Recruitment

Municipality of Minitonas-Bowsman, MB - CAO, Manager of Finance

and Administration Recruitment


WORKSHOP AND SPEAKING ENGAGEMENTS

Kyiv, Ukraine
Municipal experts on Strategic and Integrated Planning to municipal and other delegates. 2011.
Saskatchewan Economic Development Association, Saskatoon, SK
Saskatchewan Economic Development Association Conference, Swift Current SK, May 2016.
Inter-municipal Planning Conference, Regina, SK
Inter-municipal Planning Conference, Regina Saskatchewan, November 2012.
Saskatchewan Economic Development Association, Saskatoon, SK
SEDA Project Development Module Facilitation – La Ronge, SK
Gov’t of Saskatchewan, SK
Northern Summit Conference Facilitation, La Ronge, SK
Canoe Kayak Saskatchewan, SK
Legal Responsibilities of Board Members.
TSS Group (10 Saskatchewan Rural Municipalities and their CAO’s):
RM 405 – Great Bend; RM 406 – Mayfield; RM 434 – Blaine Lake;
RM 435 – Redberry; RM 464 - Leask; RM 466 – Meeting Lake; RM 467 – Round Hill; RM 496 – Spiritwood; RM 497 – Medstead; RM 498 – Parkdale.
Municipal Council or Board Governance, Municipal Land Use Planning and Development 101 and Municipal Budgeting, Purchasing and Procurement.
Municipality of Minitonas-Bowsman
Council Roles and Responsibilities/Orientation/Importance of Governance-based Municipal Bylaws.
Saskatchewan Community Futures Corporations (13)
Workshop Linking Strategic Planning to Budgeting to Policy Webinar.