We’ve combined software & planning experts
to bring an affordable solution to a high value process.

A fast, affordable process to build your strategic plan.

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Built for organizations who need a process and expertise for affordable strategic planning.

We’ve combined software & planning experts to bring an affordable solution to a high value process.

1Build
2Cascade
3Engage
4Report
1Build

To build your plan, we will help you:

  • Define your growth strategy using our proven framework.
  • Identify the strategic issues your organization needs to address.
  • Articulate your long-term vision of success.
  • Create your strategic roadmap.
  • Build annual corporate goals and KPIs.
Plan Building Software Features
2Cascade

To cascade goals, we will help you:

  • Cascade your vision to goals to create shared responsibility and ownership.
  • Create aligned department plans and annual goals.
  • Train your team to build actionable and measurable goals.
  • Clearly define expectations with department & individual action plans.
Cascading Software Features
3Engage

To engage your team, you can:

  • Involve your team in strategy execution.
  • Create organization-wide accountability for performance.
  • Streamline data entry to focus on executing with excellence.
  • Eliminate the headache of managing strategy in spreadsheets.
Execution Software Features
4Report

To report on performance, you can:

  • Leverage a proven, ongoing implementation process.
  • Make strategy reviews come to life with strategy dashboards.
  • Communicate with conviction using 12 meeting-ready reports, action plans, and presentations.
Reporting Software Features Dashboard Software Features
  • 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:

    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:
  • 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:

All-in strategic planning at an affordable price.

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