STRATEGIC PLANNING

We approach Strategic Planning as a time-tested, innovative, and creative process that engages your leadership team in discovering what you want to achieve together. The result is an executable plan that leaders are inspired to work on and be held accountable for.

Our Approach

Multi-Day Strategic Planning Session

Over two days, the team will engage in an interactive process to capture and assess ideas, insights, and data that will be used to make decisions and shape strategies and tactics that will form the strategic plan.

Reality Check and Execution Plan

Following the session, leaders socialize the plan with others, walk them through action steps, and get feedback. Two weeks later, we come together for half a day to review, evaluate, and revise the plan based on feedback.

Quarterly Follow-Up Sessions

Each quarter, we bring the team back together to review, evaluate, and revise the plan, holding team members accountable for their part. Tactics are determined for the next quarter based on insights gained from results to date, and any new information that needs to be considered.

OUR PLAN

The Foundations

  • Participants are asked to individually research competitors, customer feedback, social and technology trends, landscape assessment, growth geographies, and team function.

  • A bigger variety of ideas and thoughts are collected when each person shares their ideas and perspectives. We have a proven method for preventing groupthink and confirmation bias.

  • Data and ideas are pooled, and themes are identified.

  • Core objectives are created, owners are identified, and we have a high-level conversation discussing what it takes to achieve the objectives. The result? You walk away with clear accountabilities, action steps, and owners for each objective.

  • Strategic planning is meant to be dynamic: meeting on a quarterly basis, we review any new information gathered and insights discovered, and update the plan accordingly.

“Each of us can show up in our own way, but the choice is the same: to lead, to create work that matters, and to find the magic that happens when we are lucky enough to cocreate with people who care.”

— Seth Godin, The Song of Significance: A New Manifesto for Teams