A strategic plan you'll actually use.
I guide leaders, their teams, and their boards through the process of building a strategic plan, and I stay to help deliver it. Companies, nonprofits, and public-sector organizations.
What a good plan does
Most strategic plans are written to be approved, then filed. A good one is written to be used. It says what you will do, what you will stop doing, who owns each priority, and how you'll know it's working.
Getting there is mostly about the conversations: the leader, the team, and the board agreeing on the same few things. That's the part I facilitate.
Who this is for
Companies at a turning point
New leadership, new ownership, a growth plateau, or a market that has moved. The senior team needs to agree on a direction and bring the organization with them.
Nonprofits and their boards
Executive directors and board chairs who need a real plan and senior-level guidance, without the cost of a large consulting firm. The board does the work with you, so the plan is theirs too.
Public sector and education
Organizations with many stakeholders and a mandate to show where the money goes. The plan has to hold up in public, and it has to be short enough that people remember it.
How it works
Start with the leader
What the organization needs to decide, what's off the table, and what has gone wrong with planning before.
Listen widely
Conversations with the senior team and the board, and with staff, customers, or community members where it matters. People support what they helped shape.
Work it out together
Facilitated working sessions, often a retreat, where the team and board narrow to a few priorities and argue them through.
Write it down, briefly
Priorities, owners, measures, and a timeline. Short enough to fit on a page people will actually look at.
Stay to deliver
Regular check-ins with the leader and the team, so the plan adjusts to reality instead of being abandoned to it.
Let's talk about your plan.
Twenty minutes, no obligation. Tell me where the organization is and I'll tell you honestly whether I can help.
Schedule a conversation