Strategic Planning Facilitation to Build an Actionable Plan

Our strategic planning facilitation approach helps you build a plan with strategic moves in 60 days or less.

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A strategic planning facilitator explains the facilitation process with clients.

We specialize in strategic planning facilitation and strategy execution cycles.

You’ll walk away with a bold, courageous vision to lead your team into the future.

Our strategic planning facilitation approach always starts with helping unlock your bold vision for the future. Success in strategy starts with your team knowing where you’re going and why. Our strategic planning facilitators will lead your onsite or virtual facilitation to:

  • Gain consensus and alignment across leadership and staff for what your bold direction should be.

  • Identify your bold vision of the future.

  • Clarify what role your team plays in achieving the big picture.

  • Get your team excited about the future.

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Two strategy experts create a strategic plan.
Strategic facilitators collaborate on a plan together.

We help leaders create strategy with alignment from the start.

Individuals, teams, and board members are more engaged if they know what they’re responsible for, how they contribute, and if they’re working on the right actions. During your strategic planning facilitation, we will:

  • Push your team and stakeholders to identify what’s most important.

  • Identify goals and objectives to support your bold direction.

  • Unlock your potential from your team’s insights and feedback.

  • Create clear strategic priorities and focus areas.

  • Complete your planning with a complete strategy plan, implementation plan, action plan, and success measures.

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Build an AI transformation strategy and use AI as your mission-multiplier.

AI has changed everything, including how we approach strategic planning. There is no complete strategic plan without a clear, proactive approach to using AI to transform your organization, team, and the value you bring to customers. Your expert strategic planning facilitator will help you build an AI transformation strategy as part of your strategic planning process, including:

  • Consider how you’ll accelerate your current strategic outcomes.

  • Optimize your current process and internal resources to find 25% more efficiency from your current team.

  • Create the ground rules and governance you need to manage AI.

  • Align AI to your overall business strategy.

  • Create new areas of focus and value.

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AI strategic planning facilitation

We do so much more than just strategic planning facilitation.

You strategic planning facilitator will build an implementation-ready plan with OKRs. Then, we’ll stand up your implementation approach.

We do way more than strategic plan facilitation.

Facilitated Sessions to Define Vision + Strategy

Your expert strategic planning facilitator helps your team define a bold vision of the future.

Deliverable: Mission statement, vision statement, values statements, and strategic framework.

Day 1-30

Build a Plan, Growth Strategy, and Action Plan

We’ll take the work from your sessions to confirm your plan, annual goals, and action plans.

Deliverable: A complete organizational strategy, growth strategy, AI strategy, annual action plan, and OKRs.

Day 30-60

Set & Adopt an Agile Execution Cycle

Your professional facilitator will create a custom strategy execution cycle that’s been field tested by thousands of teams.

Deliverable: A strategy execution playbook and cycle that ensures successful implementation for your team.

Day 60-90

Recalibrate Quarterly, Refresh Annually

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

Deliverable: An annual approach to refresh your strategic goals and actions.


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


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


“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


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

Let’s get your strategic planning facilitation started today.

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.

We are your partners if you lead strategy in a mid-sized organization.

Listen, we know there are lots of choices when it comes to strategic plan facilitation and facilitators. But, we promise you wont find a team that has the real-world, in-the-trenches, down-to-business experience that can actually help you build and implement a great strategy. Learn more about why you should choose OnStrategy.

3000+ Strategic Plans and Counting

We’ve climbed that mountain a few thousand times, and we have the learnings to prove it.

300+ Execution Cycles Right Now

We stand up implementation processes that are sticky, consistent, and lightweight.

Consultants with Street Cred’

This isn’t your run-of-the-mill 1980s consulting firm. We build plans that create results.

Frequently asked questions about our strategic planning facilitation services.

We help CEOs, Chief Strategy Officers, Executive Directors, and Superintendents create sustainable growth and impact through strategic planning and agile implementation. Here are some of our frequently asked questions about strategic planning facilitators and strategic planning facilitation:
What is the role of a strategic planning facilitator?

The role of a strategic planning facilitator is to create the framework for your strategic planning sessions, facilitate your organization’s onsite or virtual planning retreats, and help build your organization’s strategic plan.

What does OnStrategy specialize in?

OnStrategy specializes in strategic planning facilitation and strategy execution cycles. Our strategic planning facilitators can lead your entire process, including stakeholder engagement, strategic planning, strategic implementation, and leading review and refresh strategy meetings.

What is different about your strategic planning process?

Our planning process includes the standard group facilitation, consensus building, and strategic planning practices. But, unlike other facilitators, we will build your organization’s strategy that includes a comprehensive growth strategy, AI transformation strategy, create a clear governance structure for AI, and help ensure your plan is implemented.

Will our strategic planning session(s) be online or in person?

We provide both options. Schedule a discovery call with us so we can get to know you and your organization’s unique needs. From there, we can determine if an in-person or virtual strategic planning meetings are best for your team.

What happens during our strategic planning facilitation sessions?

In an onsite strategic planning approach, we will come to your team and facilitate a 1- or 2-day session to build your plan. If delivered virtually, we will lead your strategy meetings in several 1- to 2-hour virtual calls. With either option however, we’ll help you build a plan from bold vision to OKRs and actions. Your expert facilitator will conduct your planning pre-work and facilitation approach prior to your sessions.

What type of expertise does your team of strategic planning facilitators have?

OnStrategy has been established for over 25 years and our expert team of strategic planning facilitators have a combined 30+ years of experience. Here are a few quick details about our team:

  • We built over 3000 strategic plans, and our expert facilitators are currently managing 175+ execution cycles.
  • We’ve built and implemented strategic plans for non-profits, government organizations, and private businesses and corporations. You’re in the best hands at OnStrategy.
  • We’re experts in facilitating leadership and executive teams to help build your strategic direction and growth strategy, and identify AI transformation strategies.
  • Our strategy sessions are designed to build actionable, implementation-ready plans. We never prompt strategic thinking that won’t be used in your plan and implementation process.
Do you offer AI strategic planning facilitation?

Yes! AI must be incorporated into your organization’s strategy! We can help your organization define a comprehensive AI transformation strategy as part of your strategic planning process. Your leadership team will consider how to use AI to improve your current efficiencies, accelerate your current desired outcomes, and how you might transform your organization, delivery, and service offerings.

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

Aligning an Organization & Leadership Team to Save the Planet


Read the Case Study
Make A Wish

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


Read the Case Study
Authority Partners

Growing an Organization to Create Clear Ownership & Accountability

Authority Partners

Read the Case Study

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


Read the Case Study

Defining an Ambitious Strategic Plan to Preserve & Protect Lake Tahoe

Tahoe Fund

Read the Case Study

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