Strategic Plans
Strategy that sells & serves
Success Components
Right-Sized Process
The fundamentals of our proven Goal-Getter strategic plan engagements stay the same whether an organization is updating goals or seeking a complete reinvention. It’s the “flexible edges” that allow us to scale up or scale back so that every client gets exactly what they need.
SmartStart
We demystify the planning process right from the start, align decision makers on project success, define all terms, and provide a step-by-step blueprint for the journey we’ll embark on together.
Context Capture
From industry trends and peer/competitor scans to stakeholder input, we gather just enough information to give us the insight we need to adequately understand the landscape.
Map It
Based on the insight from our Context Capture, together our team and clients explore strategic questions, and map goals and strategies to close the gap between where they are and where they want to be.
Artifacts Excavation™
Through our proprietary Artifacts Excavation™ Process, we identify, unearth, and replace any “artifacts” that conflict with the new direction, strategies and plan.
Make It Real
Our 90-day Jump Start Implementation Kit, rollout strategy and up to two facilitated Re-Alignment Sessions help overcome the gravitational pull of the status quo and avoid the pitfalls of strategy-to-execution transition.
Goal Getters
Explore Our Case Studies
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Strategic Clarity in a Family Foundation
How we supported a generational board transition, culture transformation, and strategic clarity with a place-based family foundation.
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Developing Mid-Level Leaders
How we boosted retention and promotion readiness of mid-level managers, resulting in a 68% ROI, through a scalable leadership development and training program.
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Leading System Change for Economic Justice
How we facilitated the internal transformation necessary to lead the successful reinvention of this city’s workforce system.
Ready for Change
What’s Next?
We know what makes the difference between goal setters and goal getters. If you’re ready to update a recent plan or design a complete reinvention, let’s talk about your vision.
