Strategic Planning

SUPPORTING ORGANIZATIONS

strategy

Can you describe your organization’s strategy in just a few sentences? If you cannot, you are not alone. According to research from Bridges Business Consultancy, 48% of leaders spend less than one day per month discussing strategy. Let us faciltate your next strategic planning event.

Strategic Planning That Drives Results

We believe strategic plans should do more than sit on a shelf—they should guide action and deliver measurable results. Our process is designed to:

  • Build buy-in among team members
  • Align your organization around top priorities
  • Develop action plans with metrics, leads, timing, and resources

The result? More engaged and aligned teams, a shared sense of direction, and greater impact by your organization. Whether you are the president of a small business, a leader in a mid-sized organization, or part of the C-suite in a large organization, we can help you chart a clear path forward—and follow through.

A Collaborative Process that Fosters Buy-In

We partner with you to assess your current strategy, gather input from stakeholders through a survey, facilitate a series of collaborative workshops, and develop action plans that your team can rally behind. Our strategic planning process provides direction, purpose, and momentum over 6—8 months.

We embed change management best practices throughout the strategic planning process to foster buy-in and engagement at every stage. We also offer additional change management and implementation services beyond the planning work to help turn strategy into sustained transformation.

Deliverables Tailored to Your Organization’s Needs

Within our strategic planning process, deliverables may include: 

  • Survey of staff, customers, clients, members, partners, and/or other stakeholders
  • Interactive Microsoft Power BI dashboard with filters to view survey results
  • New or updated mission, vision, and values
  • Focus areas or pillars
  • Action plans with goals, metrics, actions, leads, estimated timing, and resources for each pillar
  • Overall project plan
  • Strategic horizons with key milestones

Change Management & Implementation Support

We don’t just help you design a plan—we can help you make it real. Change management best practices are embedded throughout our strategic planning process to build momentum.

We also offer more in-depth change management services, including stakeholder assessments, impact analysis, training, coaching, focus groups, and more.

Professionals

Aaron Caulfield

Consultant

Chad Ruegsegger

Senior Consultant

Carol Harris

Senior Consultant

Hear From Our Clients

“You have enabled a seismic shift in “the way things are done” in a place that doesn’t change. Thank you.”

– Leadership Program Participant