Case Studies

Strategic Planning
San Francisco Convention and Visitors Bureau (SFCVB)
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Client Profile: The SFCVB promotes tourism and strengthens the local economy by marketing San Francisco and the Bay Area as the premier destination for conventions, meetings, events and leisure travel.

Problem: After a recent change in leadership the SFCVB faced a profound shift in organizational structure and culture. Along with increasing competition from other destinations, the SFCVB needed to completely overhaul its strategic approach to carrying out its mission.

Solution: NewLevel Group began by conducting the SFCVB’s first-ever situational analysis, followed by strategic planning. This identified the organization’s strengths and weaknesses, along with its constituent and stakeholder needs. Working with the entire organization from new leadership to ground-level staff, we helped restructure roles and best practices to better support the mission and updated culture. Throughout the process, we focused on creating an organization-wide climate valuing common understanding and shared knowledge.

Results: As a result of the comprehensive analysis and planning work, the SFCVB now has a strategic goal plus a common vision for how they’ll achieve it. Improved internal communications gave a framework for shared knowledge and bolstered performance. Better external communications led to an immediate increase in financial and political support for the SFCVB. In turn, the smoother-running organization gained a sharper competitive edge.

What the Client Said: “NewLevel Group was engaged for this project based on their many years of experience in both the for-profit and not-for-profit sectors. Their experience in strategic planning and organizational development gives them a unique view of the importance of the planning process to the growth of a successful organization.”