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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Why work with us? You get a dedicated expert to guide you through planning and implementation for a full year. Meet our experts:
Jeff Brunings
Senior Strategist
Jeff’s Client Accomplishments:
130
Planning & Execution Sessions Led Last Year
29
Clients Executing their Plans
5
Strategy Reviews Led Last Month
Jeff’s Clients:
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Why work with us? You get a dedicated expert to guide you through planning and implementation for a full year. Meet our experts:
Kathleen Colombo
Client Engagement Director
Kathleen’s Client Accomplishments:
107
Planning & Execution Sessions Led Last Year
31
Clients Executing their Plans
8
Strategy Reviews Led Last Month
Kathleen’s Clients:
-
Why work with us? You get a dedicated expert to guide you through planning and implementation for a full year. Meet our experts:
Erica Olsen
COO/Co-Founder
Senior Strategist
Erica’s Client Accomplishments:
105
Planning & Execution Sessions Led Last Year
30
Clients Executing their Plans
4
Strategy Reviews Led Last Month
Erica’s Clients:
-
Why work with us? You get a dedicated expert to guide you through planning and implementation for a full year. Meet our experts:
Kim Perkins
Senior Strategist
Kim’s Client Accomplishments:
75
Planning & Execution Sessions Led Last Year
21
Clients Executing their Plans
3
Strategy Reviews Led Last Month
Kim’s Clients:
-
Why work with us? You get a dedicated expert to guide you through planning and implementation for a full year. Meet our experts:
Lorna Shepard
Senior Strategist
Lorna’s Client Accomplishments:
95
Planning & Execution Sessions Led Last Year
20
Clients Executing their Plans
4
Strategy Reviews Led Last Month
Lorna’s Clients:
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