Strategic Planning Consultants

Our team of expert strategic planning consultants can lead your planning sessions using our best practices, real-world experience, and hands-on exercises to build an excellent agile plan.

Work with an expert consultant today.

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Strategic planning consulting

Our strategic planning consultants have been trusted by 1000s of organizations to build and implement their strategic plans.

Strategic planning consulting to create sustainable growth and impact.

Our expert strategic planning consultants help establish a bold vision supported by an agile strategy with OKRs to accelerate your impact. Here’s why we’re the clear choice for your strategic planning services:

  • We’ve built 1000s of plans. Seriously 1000s.

    Every plan framework, every size plan, always implementation-ready. We have 20 years of planning experience. Business fads come and go, but good strategy stands the test of time.

  • We’re running more than 300 strategy execution cycles right now.

    We stand up implementation processes that are sticky, consistent, and lightweight. We promise you’ll never launch and leave your plan.

  • We’re with you at every step of your journey.

    We’ve been in the business of strategic planning services and facilitation for nearly two decades. We have seen the hurdles, know how to avoid them, and guide you through the entire planning process to build a great plan the first time.

  • We’re the ONLY team that includes an AI focus in your planning process.

    Our strategic planning process includes a focus on identify your AI strategic opportunities and integrating them into your plan. We’ll bring AI experts to your planning sessions and help your organization realize the promise of Generative AI.

How we deliver strategic planning consulting services:

Strategic Plan Facilitation

Let our experts lead the process for you to build a plan virtually or onsite.

Facilitation Services

Strategy Coaching

Lead your planning process with support and guidance from an expert coach.

Strategy Coaching

OKR Consulting

Create a plan with OKRs aligned to your organization’s strategic direction

OKR Consulting

AI Strategy Consulting

Build an AI strategy and roadmap with our strategy and AI experts.

OKR Consulting

About Us

Our strategic planning consultants are serious about helping leaders achieve their vision and create growth. Here’s how we’ll help:

Our strategic planning consulting approach sidesteps the pain points in planning.

We’ll work with your team to create an agile approach to engage your entire organization and connect them to what matters most. Build an actionable plan that sticks — the first time. Contact us to get started.Contact us to get started.

Collaborate to Create a Bold Vision of the Future

Collect insights from your team to define a bold vision of your organization’s future.

Day 1-30

Build a Plan with a Growth Strategy and Goals/OKRs

Build a plan with a growth strategy, goals/OKRs, AI opportunities, and action plans.

Day 30-60

Set & Adopt an Agile Execution Cycle

We’ll co-create a custom strategy execution cycle that’s been field tested by thousands of teams.

Day 60-90

Recalibrate Quarterly, Refresh Annually

Walk away with a planning and implementation approach you can replicate to refresh your plan.

Ongoing

Meet our a few of our expert strategic planning consultants.

Erica Olsen, Strategic Planning Consultant

Erica Olsen

CEO and Co-Founder

Erica Olsen quite literally wrote the book on strategic planning – Strategic Planning for Dummies, in fact.

As CEO and co-founder of OnStrategy, Erica has dedicated almost twenty years to growing OnStrategy with one goal in mind; help organizations around the globe create and implement strategic plans to achieve their bold visions of success.

Erica’s expertise as a strategic planning consultant includes strategic plan facilitation, strategy design, implementation, OKRs, and consistent results management. Her dedication to the craft of strategic planning has helped organizations like Patagonia, Microsoft, Make-A-Wish, the City and County of San Francisco, and Keystone Healthcare Management.

Erica’s Expertise as a Strategic Planning Consultant:

  • Internal and External Assessments
  • Brand Strategy
  • Executive Team and Board Retreats
  • Culture Shift
  • Team Leadership

 

  • Business Development and Performance Management
  • Strategic Plan Facilitation
  • Strategic Plan Roll-Out
  • Strategic Plan Adoption

Previous Clients

  • Patagonia
  • Make-A-Wish
  • MGM Resorts
  • Reno-Tahoe Airport Authority
  • Brycon Construction
  • Washoe County
  • City of Reno

Principal Strategist

Jeff is always looking at the bigger picture. His ability to step back, assess, and analyze how things fit together strategically is among the reasons he is one of our most efficient and effective senior strategic planning consultants.

Jeff has experience in revenue recognition and brand development for organizations ranging from startup to venture-backed and publicly traded. His versatility and background give him the versatility to help our clients find solutions to the complex problems they face. His client rap sheet includes Intuit, IBM, Harley Davidson, and Volcom.

Jeff Brunings, Strategic Planning Consultant

Jeff’s Expertise as a Strategic Planning Consultant

  • Sales and Sales Methodology
  • Marketing
  • Brand Strategy
  • Business Consulting
  • Advisory Services

 

  • Strategic Plan Facilitation
  • Team Leadership and Mentorship
  • Communications

Previous Clients

  • Intuit
  • Maryland Food Bank
  • Outdoor Industry Association
  • YMCA
  • Reno Rodeo Association
Kim Perkins, Strategic Planning Consultant

Kim Perkins

Principal Strategist

Kim’s kind nature encases everything she does. While practical and pragmatic, her approach truly comes from her internal desire to bring people together to see success. As a consultant, her focus is empowering the public sector with the strategy to make an impact in our communities.

As an expert in public sector planning, her work as a strategic planning consultant includes various governments, non-profits, and school districts. Clients who’ve seen success directly from her career include Boy Scouts of America, North Slope Borough School District, Sovereign Nation of the Chitimacha Tribe, and the Discovery Museum of Northern Nevada.

Kim’s Expertise as a Strategic Planning Consultant

  • Growth Strategy
  • Plan Design and Implementation
  • Internal and External Assessments
  • Research
  • School Districts and Non-profit Management

 

  • Business Consulting
  • Advisory Services
  • Strategic Plan Facilitation
  • Strategic Plan Roll-Out
  • Strategic Plan Adoption

Previous Clients

  • University of the Redlands
  • University of Santa Cruz
  • Ronald McDonald House Charities
  • Fairbanks North Star Borough School District
  • First Star Credit Union

Get an expert in your corner.

Tap in to our team of expert strategic planning consultants to build your agile plan today.
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Leigh Abbott

Principal Strategist

Leigh leverages decades of experience across a multitude of industries to move companies through strategic planning and change management. She’s an expert in communication and collaboration, driving organizational growth through the strategic planning and implementation process.

Leigh holds a Bachelor of Arts in Art from Penn State; an MBA from Virginia Wesleyan University; and is currently a doctoral student, Strategic Leadership at Liberty University.

Leigh Abbott, Strategic Planning Consultant

Expertise

  • Sales and Sales Methodology
  • Marketing
  • Brand Strategy
  • Strategic Planning Consulting
  • Advisory Services

 

  • Strategic Plan Facilitation
  • Team Leadership and Mentorship
  • Communications

Previous Clients

  • Canadian Automobile Association
  • County of Santa Clara – TSS
  • Neuropace
  • Dacro Industries
  • Alfa Co
  • Commute.Org
Kamryn Mock

Kamryn Mock

Lead Strategist

As our team’s youngest strategist, Kamryn landed at OnStrategy equipped with the skills essential to navigating the 21st Century business environment. Her clients’ success is rooted in her commitment to learning as much as possible through listening, collaboration, and forward-thinking.

Kamryn has become one of our strategy implementation and execution experts, helping organizations around the globe roll out their plans and adopt an approach to keep their teams focused on what’s critical to success. Her client list includes the Maryland Food Bank, City of Reno, and Credit Union West, just to name a few.

Expertise as a Strategic Planning Consultant

  • Research Design and Synthesis
  • Project Management
  • Client Relationship Management
  • Facilitation Synthesis
  • Strategic Plan Roll-Out

 

  • Strategic Planning Facilitation
  • Strategic Plan Adoption

Previous Clients

  • The King Center
  • Destination Madison
  • Regional Food Bank of Oklahoma
  • City and County of SF, Digital Services
  • Costa Farms
  • Assurant

Meet a few of our partner consultants.

Stacye Thrasher Brim

Stacye Thrasher Brim
Principal Strategist

Jeffrey Prottas

Jeffrey Prottas
Principal Strategist

Jennifer Cunningham

Jennifer Cunningham
Lead Strategist

Cammy Elquist LoRé

Cammy Elquist LoRé
Lead Strategist

Why CEOs, CSOs, & Strategy Leaders ❤️ OnStrategy

“I have been telling my peers about our off site and how impressed I was with our facilitator and OnStrategy. Bringing OnStrategy in was probably the best thing I have done.”

Applied Network Solutions
Chris Dunn

CEO/CO-Founder

Applied Network Solutions

“The level of individual engagement is great all around! And your leadership through this strategic planning process has been excellent.”

Dallas Smith
Dallas Smith

Executive VP, Co-Founder

Healing HealthCare Systems

“Thank you so much for all your help with the process this year! Having your guidance and suggestions made it so much smoother, and now we are ready to kick off the execution stage!”

Chi Nguyen
Chi Nguyen

VP of Marketing

Neuropace

“I’m very pleased with how the team was able to knock out so much last year despite the unrest and uncertainty. We stuck to the intent of the plan and made use of its agile nature. All of the preparation and discussions to build the plan really paid off as we shifted on what felt like a weekly basis.”

DT Minich
DT Minich

President/CEO

Experience Kissimmee

“The software made it easier for the team build out their respective department goals, targets, and supporting initiatives. We've been doing planning for 20 years and we're finally driving a level of coordination, communication, and collaboration across all nine of our divisions”

Mark Binsfelt
Mark Binsfelt

VP of Marketing and Business Development

J.F. Brennan

Book your free roadmap call today.

For the courageous leader who envisions a future different from today, cutting chaos and achieving goals consistently is one roadmap call away.

Frequently asked questions

We are a team of expert strategic planning consultants. Here are a few FAQs about our strategic planning consulting:

What is the role of a strategic planning consultant?

A strategic planning consultant leads organizations through the process of building a strategic plan. This includes conducting a current state analysis for the organization, collecting insights from the team, creating the framework for the planning sessions, facilitating the planning retreats, building the organization’s strategic plan, and ensuring successful implementation and adoption.

What strategic planning consulting services do you offer?

We offer retreat facilitation, employee insights, market assessments and competitive analyses, strategic planning, OKR coaching, organization benchmarking, OKR consulting services, and strategic plan implementation services.

What services do strategic planning consultants offer?

Expert strategic planning consultants offer services to organizations to lead strategic planning sessions, build strategic plans, create strategic goals and OKRs, develop and identify growth strategies, and help organizations successfully implement and adopt their plans with an agile implementation process.

After I build my plan, how frequently will I meet with my strategic planning consultant?

After the initial 90-day plan build, we will set quarterly meetings to review your OKRs and goals and recalibrate your plan for the next 90 days.

What should I look for in a strategic planning consultant?

A strategic planning consultant will help your organization with every step of your strategic plan build. Your consultant should be experienced, knowledgeable, organized, and have a proven framework to build your strategic plan.

How long does a plan build take with a strategic planning consultant?

An expert strategic planning consultant should be able to build your plan in as few as 90 days.

We help leaders achieve their visions of success.

We dig in deep and help clients solve their biggest challenges.
Listen in to see how our clients work everyday to achieve their visions of success:

Bright Path Labs

The Best Visions Connect to Your Head, Heart, and Soul

Tony Quiñones, Bright Path Labs

Strategy Stories

Watch Video
Washoe County

Using a Bold Vision to Solve Homelessness

Dana Searcy, Washoe County

Strategy Stories

Watch Video
Marylabnd Food Bank

Strategy is Communication, Communication is Strategy

Meg Kimmel & Carmen Del Guercio

Strategy Stories

Watch Video
JF Brennan

Creating the Next Generation of Leaders and Stewards of our Waterways

JF Brennan

Read the Case Study
Patagonia

Aligning an Organization & Leadership Team to Save the Planet

Patagonia

Read the Case Study
Make A Wish

Committing to a Bigger Impact to Grant Wishes to Every Eligible Child

Make-A-Wish

Read the Case Study
Authority Partners

Growing an Organization to Create Clear Ownership & Accountability

Authority Partners

Read the Case Study
CFMA

Unifying a Team with a Clear Focus to Transform the Construction Industry

CFMA

Read the Case Study
Tahoe-Fund

Defining an Ambitious Strategic Plan to Preserve & Protect Lake Tahoe

Tahoe Fund

Read the Case Study

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