Request For Proposals: Strategic Planning Services

Apr 20, 2021

The Montana Budget & Policy Center (MBPC) is looking for consulting services to facilitate and support the organization’s board and staff retreat focused on developing a three-year strategic plan. A core focus of that plan will be to deepen MBPC’s work and commitment to racial equity. A PDF of the full RFP can be found here.

MBPC is a nonprofit organization created in 2008 to provide in-depth research and analysis on budget, tax, and economic issues. Our mission is to advance responsible tax, budget, and economic policies through credible research and analysis in order to promote opportunity and fairness for all Montanans.

We advocate for policies to ensure that everyone can share in the state's prosperity. We produce reports and policy recommendations on a range of issues that create a fair opportunity for everyone to work, learn, and improve their lives.


We will begin reviewing submissions on May 15 and hope to finalize a contract by June 1. Over the summer, the facilitator will work with MBPC leadership to design the format and objectives for a board and staff retreat, scheduled for September 29-30, 2021, in Missoula. It is the preference to have the facilitator in person if public safety allows. Post retreat, the facilitator will compile information gathered at the retreat and work with MPBC leadership and staff to develop a concise strategic plan with the goal of that process completed by November 2021. MBPC staff will have board approve the written plan at its December board meeting. We look to have the facilitator work with MBPC until consensus is reached.

Organizational Context

Purpose of Board and Staff retreat

MBPC looks to use the two-day retreat to develop a three-year strategic plan that will center equity. Topics to address may include:

Goals of Strategic Planning

Content of Proposal

Proposals should be submitted to Heather O’Loughlin at and include the following information.

Montana Budget & Policy Center

Shaping policy for a stronger Montana.

MBPC is a nonprofit organization focused on providing credible and timely research and analysis on budget, tax, and economic issues that impact low- and moderate-income Montana families.