Strategic Planning 

Sierra Planning and Management reviews services, organizational structure and forward planning priorities for a range of organizations.

We have been involved in a range of municipal service reviews, including key provincially-mandated services such as Ontario Works and the Ontario Disability Support Program, Provincial Offences Act services, child care, long-term care and land ambulance. We have also been involved in municipal and provincial user fee and service reviews.

Our assistance to the education sector has included analysis of real estate portfolio planning as well as program and service development and review of governance structures.

Principals of our firm have conducted numerous operational assessments as part of due diligence contracts prior to the sale of private assets, and as part of the review of existing municipal facilities and departments during strategic organizational reviews.

Specific services include:

  • Services review
  • Organizational assessment and realignment
  • Forward planning priority setting for capital and operating plans
  • Governance review
we have done this before

Our Projects

2017 Alexander Graham Bell Foundation (AGBF) Strategic Plan

Building on our experience in strategic planning for adaptive re-use of heritage buildings, campuses, and landscapes, we were retained by the AGBF to strategize for the future of “Beinn Bhreagh” (Scottish Gaelic for Beautiful Mountain), the summer home of Sir Alexander Graham Bell, inventor of the telephone and one-time resident of Brantford, Ontario.

This private estate is closed to the public but through our work at the site we were afforded a glimpse into the private life of one of the world’s foremost inventors and the family that nurtured the rise of the National Geographic Society. The House, maintained by the family for generations, has not been lived-in for 10 years. The grounds are majestic and overlook Bras d’Or Lake where Bell and his aviation society were the first in the Commonwealth to achieve powered flight. The entire peninsula and mountain were home to progressive social enterprise – a legacy for which the community of Baddeck remains proud.

Our job in amongst all of this history was simply to help the current guardians and related trusts, as well as Parks Canada and the Foundation, create a path forward for conservation, sustainability, and public access to the artifacts and history of this site of international importance.


2016 Durham Region Economic Development Plan

A 5-year Regional Economic Development Strategy. The strategy identifies goals, objectives, and key priorities for Durham Region and its partners in continuing to support a strong local economy. The Strategy provides a vision for economic growth in the region, identifies core business sectors, and outlines roles and responsibilities for service delivery. As a Regional Municipality created in the 1970s on a north-south axis, Durham Region has a range of different economic, land use, and growth-related pressures from south to north. This difference between southern high-density urban areas and rural communities in the Greenbelt and Oak Ridges Moraine was highlighted in round table consultations and in resulting policy choices proposed in the plan.


For tailored solutions and expert guidance on your next project, contact Sierra Planning and Management today.

Let’s transform your vision into reality.