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Associate Director, Planning & Facilitation


Position Description


We are seeking a full-time Associate Director, Strategic Planning & Facilitation to join a growing team within our CBA Cluster focused on planning and organizational effectiveness. We are seeking a dynamic, engaging, and skilled facilitator and strategic planner, with experience working with leaders and staff of community-based organizations, hospitals, health centers, health departments, and/or philanthropic organizations. The Associate Director will be adept at building trusting relationships, skilled at managing complex group dynamics, and confident in communicating and interacting with people with diverse backgrounds and experiences to generate successful outcomes.

Position Description
The Associate Director will work collaboratively with a cross-disciplinary team to develop and deliver innovative and customized strategic planning, facilitation, and organizational development services for clients. They will lead and support a range of planning projects, including facilitating or supporting comprehensive strategic planning initiatives, strategic discussions or framework development, planning activities to support state or hospital community health needs assessments, and other coaching/ leadership development engagements to support organizational effectiveness. The Associate Director will also contribute to programmatic and organizational growth by developing proposals and scopes of work to secure new business within and beyond the portfolio, as well as share expertise, lessons learned, and insights with internal staff and external stakeholders.

This is a full-time, exempt position. The Associate Director will support and lead in-person work with national clients with a focus in the New England region. As a result, the Associate Director must live within daily commuting distance of Boston and will have the flexibility of working remotely from home and/or in our Boston office. HRiA’s standard work hours are Monday-Friday, 9:00 am-5:00 pm with an opportunity to flex hours with supervisor approval. The salary range for this position is mid $80k, depending on experience and skills. The Associate Director will be supervised by one of the Directors in SPOE.

Duties and Responsibilities
  • Direct and manage numerous concurrent projects and engagements, including coordinating the efforts of team members and consultants for assigned projects.
  • Develop, engage, and maintain strong relationships with key stakeholders and leaders, including clients, government agencies, and community members.
  • Assist with project planning, decision making, implementation, and evaluation.
  • Develop project budgets and work with HRiA’s Administration & Finance team to monitor project and department budgets.
  • Supervise and mentor up to three junior staff, conduct annual staff performance reviews, and develop and support staff in setting and attaining professional development goals.
  • Participate in Expanded Leadership Team and other committees and workgroups.
Project Work
  • Lead strategic planning and facilitation projects, including conceptualization and design; establishing vision, goals and objectives; facilitating meetings and planning activities; providing ongoing support and follow up; and preparing summary materials and deliverables.
  • Contribute planning and facilitation experience and expertise to help guide individuals and teams toward goals and objectives.
  • Build and maintain strong, trusting, and effective relationships with clients and other key stakeholders.
  • Serve as primary point of contact for clients, providing guidance and technical assistance to ensure successful engagements and communicating regularly about project progress, challenges, and successes.
  • Develop, implement, and monitor project workplans to ensure timely completion of deliverables within budget and to client’s satisfaction.
  • Prepare deliverables for clients including reports, presentations, summaries, evaluations, and correspondence.
  • Provide insight and guidance to help address challenges and barriers, and support and ensure continuous quality improvement activities.
  • Provide technical and content expertise on strategic planning, organizational and leadership development, and facilitation to support and enhance other projects and services at HRiA.
  • Maintain knowledge of significant trends and developments in services and use this to advance project objectives.
New Business Development
  • Identify and assess funding opportunities to help build a portfolio of strategic planning, facilitation, coaching and leadership development and other projects at HRiA.
  • Work with team, Associate Director of Development, and other senior leadership to identify and pursue new opportunities to build portfolio and expand impact.
  • Lead and/or contribute to proposals and scopes of work for new or continued business.
  • Develop and implement marketing strategies based on experience, trends, and client needs.
Thought Leadership
  • Work and train to become a trusted, informed source about planning, strategic planning, facilitation, coaching and leadership development and other services for HRiA, clients and community.
  • Provide web content to promote work.
  • Develop and deliver webinars and presentations; write practice briefs, journal articles, blogs, or other content; attend and present at regional or national conferences, as appropriate.
  • Suggest ideas/improvements to project and organizational policies, procedures, and/or processes through participation in teams and committees.
This description is intended to indicate the kinds of work duties that will be required in this position. It is not intended to limit, or in any way modify, the rights of any supervisor to assign, direct, and contract work of staff under their supervision. The use of a particular illustration describing duties shall not be held to exclude other duties, not mentioned, that are of a similar level or difficulty.

The successful candidate will have the following minimum qualifications:
  • Five years or more of relevant experience in strategic planning and facilitation.
  • Knowledge of and ability to apply strategic planning concepts, frameworks, and processes to develop innovative, tailored solutions for various clients.
  • Demonstrated ability to develop and lead projects and engagements.
  • Experience in new business development and ability to respond to opportunities from federal, state and local agencies, health care institutions, non-profit organizations, and philanthropic foundations.
  • Master’s degree in public health, business administration, management, human services administration, health policy, or a related field is preferred.
Personal Characteristics and Skills
The ideal candidate will be:

  • Dedicated to public health and achieving health and racial equity.
  • Committed to valuing diversity of thought, backgrounds, and perspectives.
  • Able to think strategically and creatively, and to help others do the same.
  • An excellent facilitator, with the ability to manage group dynamics, respond quickly to unexpected challenges, and create opportunities for full group engagement and participation.
  • A relationship builder who can interact and build trust with many different people and work effectively across differences.
  • Ability to be fully present in interactions in a way that makes people feel elevated, energized, and expanded.
  • A solid project manager, able to juggle multiple projects and competing demands and deliverables.
  • An excellent communicator, including written, public speaking, and interpersonal skills, who communicates clearly and directly, with the ability to provide, hear, reflect, and act on feedback.
  • A dynamic and engaging group and process leader, who brings energy, self-awareness, empathy, and humility to individual and group interactions.
  • An entrepreneur who thrives in a consulting environment.
  • Confident and comfortable engaging hospital, non-profit, healthcare executives and leaders, and an able to work collaboratively with people from various backgrounds, career stages, and levels of training.
  • A resourceful, creative, and pragmatic problem-solver who can pivot processes and strategies in the moment.
  • Able to synthesize group discussion and brainstorming real-time to generate desired outcomes.
  • A self-starter who can work independently and collaboratively as part of a team. Able to travel (as needed and at HRiA’s expense) for various client or project engagements across the country.
  • Flexible with a sense of humor.
  • Proficient with Microsoft Office (e.g., Word, Excel, Outlook, PowerPoint, OneNote, Teams).
  • Able to travel for in-person client work in New England and/or nationwide (paid for by HRiA).

Procedure for Candidacy
HRiA is actively seeking to build a diverse and experienced staff. The organization encourages multiple perspectives and experiences, supports a multicultural environment, and strives to hire and retain a diverse work force that reflects the populations we work with and the communities where we work. Diversity is a core value of HRiA resulting in culturally competent services, materials, resources, and programs. Our hiring and business practices appreciate the strengths offered through different backgrounds.

HRiA is an equal opportunity, affirmative action employer and is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.
HRiA offers an attractive benefits package including medical, dental and life insurance, retirement plan, tax-deferred annuity, and generous vacation starting at four weeks.