Strategic Planning

Strategic planning is more than a one-day event—it’s a process, a discipline, and a critical activity for the survival and thriving of your organization. Our approach to strategic planning equips leaders with the principles and techniques needed to allocate resources effectively and ensure the organization’s outcomes align with its purpose.Strategy isn’t just something leaders should know about; it’s something they must do—and do well.

Purpose

At its core, strategy is about ensuring that resources are distributed to the factors necessary for an organization’s survival and thriving. It’s not just about using tools like SWOT analyses or environmental scans but embedding strategy into the organization’s DNA as a process and discipline. This means revisiting strategy regularly, aligning it with outcomes, and using it as a tool for continuous progress and alignment.

Without the right people performing strategic planning at the right level, an organization’s survival—and its ability to thrive—are at risk. Too often, leaders see strategy as an event rather than a series of interconnected actions and decisions.

Misunderstanding this leads to misaligned resources, missed opportunities, and lost traction.

Strategic planning matters because:

It ensures that resources are used wisely and effectively.

It provides clear direction and alignment for the organization.

It transforms enthusiasm into actionable traction.

We teach not just the principles of strategy but also how to apply them effectively, ensuring your organization doesn’t just survive but thrives.

Outcomes

Our strategic planning process delivers a plan that is:

Relevant: Aligned with your organization’s purpose and goals.

Implementable: Clear, actionable, and grounded in reality.

Focused: Targeted on the factors necessary for thriving.

Empowering: We leave you with a higher level of strategic capacity, enabling your team to navigate future challenges with greater confidence and effectiveness.

Other key outcomes you can expect:

Wise Resource Allocation: Ensuring every resource is directed where it’s needed most.

Enhanced Alignment: Uniting teams around shared goals and outcomes.

Renewed Enthusiasm: Energizing your organization with a clear sense of purpose.

Defined Direction: Offering a roadmap for where you’re going and how to get there.

Meaningful Traction: Turning strategies into real-world results.

Methods

Our approach to strategic planning is rooted in Progression Theory, a practical and implementable framework that ensures your strategy evolves alongside your organization’s needs.

This approach aligns your strategy with your organization’s values, team dynamics, and long-term objectives, creating a cohesive roadmap for progress and thriving.

Here’s how we work:

01 Gather Information:

Engage with key stakeholders to understand the organization’s purpose, strengths, and challenges.

02 Tell the Story

Clarify your organization’s current realities and its desired future.

03 Point the Way Forward:

Identify gaps, clarify desired outcomes, and align on the factors necessary for success.

04 Facilitate the Journey:

Create a strategic plan that is actionable, adaptable, and built to reflect both your present situation and future aspirations.

Our Process:

We don’t view strategic planning as a single event. Instead, it’s an intentional process that brings in voices from across your organization, ensuring alignment and buy-in at every stage. By using our Progression Theory framework, we ensure your plan reflects your organization’s current realities while driving it toward the future you want to create.