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Build Your Strategic Plan

Work with a dedicated expert consultant virtually to help your team build a strategic plan before the holiday season is over.

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Built for organizations that need an expert to co-lead their strategic planning.

Build your strategic plan with a virtual expert in 60 days. Here’s how:

1Assess
2Design
3Build
4Review
1Assess

Assess Your Current State

Your expert strategist will co-lead your team to:
  • Complete a SWOT analysis to define Strengths, Weaknesses, Opportunities, and Threats to create a prioritized list of focus areas.
  • Identify the strategic issues you need to address to achieve your desired future state.
2Design

Design Your Strategy

Your expert strategist will co-lead your team to:
  • Build mission, vision, and values statements to define your organization’s core purpose, where you’re going, and expectations for employee behavior.
  • Create a growth strategy that outlines where you will play and how you will win.
  • Clearly outline your competitive advantages that identify your strategy for differentiation.
  • Define 4-6 strategic objectives that express your organization’s long-term focus and future state.
  • Build a 3-year planning roadmap.
3Build

Build Your Strategic Plan

Your expert strategist will co-lead your team to:
  • Build annual SMART goals that define clear outcomes for year 1.
  • Define 5-7 Key Performance Indicators that define how you will measure the success of your strategy.
  • Cascade goals to create aligned department initiatives.
  • Create action plans for your team to execute.
4Review

Review & Complete Your Plan

Work with your expert strategist to:
  • Review your strategic plan that defines clear outcomes for your current year.
  • Deliver and present your final strategic plan.
  • Discuss an implementation approach and method for managing ongoing execution.

SEE SAMPLE PLAN

See a sample strategic plan.

Download the example to see what your plan could look like in 60 days.

SEE SAMPLE PLAN

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