Organizing a strategic planning meeting?

Team & Leadership Alignment | Team Buy-in | Clear Vision & Goals

Specialized meeting facilitators are experts in team-based decision making.

No matter the business or team, you'll need to keep your plan actionable and team aligned. A facilitator will direct this conversation effectively for your strategic plan.

Let’s chat about the right solution for you. 

Contact us to discuss your needs

Our Approach to Strategic Planning

Taking a team approach to strategic planning is the best tool to empower and align any organization.

Step 1— Complimentary needs assessment:

We provide an initial complimentary call to assess if there is a fit between your needs and what we offer.  

Step 2— Before the meeting: 

We'll conduct a survey with your team to understand what everyone's priorities are, and use this information to maximize the value of your meeting.

Step 3— The meeting:

Our facilitators will structure and lead the meeting using our exclusive process, Aligned Strategy Development, to get your team aligned on common goals and a clear action plan to move forward.

 Step 4—After the meeting:

After the session, we’ll provide you a written summary of your plan and work with you to roll out your plan successfully.


Book a call to see if we are the right solution for you. 


Strategic Planning Options

One day session— Taking a wide lens

Ideal for businesses and nonprofits wanting to re-focus and refresh their strategy

  • Get re-connected to your vision.
  • Open the channels of communication with the team
  • Renew your strategic and operational plan.

2 day session— From the top down and the bottom up.

Ideal for small and medium sized businesses wanting to take a more comprehensive view of their organization and strategic direction.

  • All of the benefits of a 1 day meeting PLUS:
  • Discussions around key areas related to the business.
  • In depth look at mission, purpose and organizational values.
  • Competitive advantages and mid/long term industry trends

Multiple sessions  — Complete Organizational Alignment

  • Strategy development at the leadership level
  • Developing individual departmental strategies in line with the overarching strategy
  • Integrated strategy development and execution.

Ongoing support— Answers when you need them

Supporting your execution of the plan after your strategy meeting.

  • Coaching calls for the leadership team. 
  • Accountability and focus for your plan. 

Contact us today to learn more about pricing and availability.

8 reasons to use a facilitator for your next strategic planning session


Want to lead the meeting yourself? We’ve got you covered.

Coaching for Strategic Success

We work with you to ensure you’re setup to structure and lead the strategic meeting yourself. We also provide coaching on how best to execute your plan. Learn More.

Strategic Planning Starter Kit

This comprehensive kit provides you with videos, tools, and templates to create a strategic plan on your own. Learn More


See what our clients are saying about us

[fa icon="plus-square"] Will you help us create the agenda?
Of course! 
If you have limited time to dedicate to your planning process here is a one day sample strategic planning agenda.
[fa icon="plus-square"] Do you offer a discount for non-profits?
Yes, we offer a 20% discount for nonprofits and mission-based organizations. Contact us for a consultation to learn more.
[fa icon="plus-square"] Why SME Strategy instead of someone local.
Our customers have said they appreciate:
  • Our communication
  • We don't Nickel and Dime
  • We are flexible and adaptable in our delivery
  • They get way more than they pay for
  • That we "Get" the entrepreneurial spirit
  • We stick to our process and it gets results
  • Their vision and objective for the meetings are met
  • We don't consult, we facilitate
  • The results from our first session are lasting
  • The sessions are fun.
Your strategic planning session is for you, your team and your organization. 
Pick the person that you think is going to create the best results, experience, and value for the money.
[fa icon="plus-square"] Can you come to where I am?
Yes. We have facilitators around North America and are used to traveling to work with clients. We enjoy it! 
We are also available to travel outside North America if requested.
Contact us for a quote for your organization.
[fa icon="plus-square"] I know our team needs this, but others might need some convincing. Can you help?
Yes. We're committed to helping your organization transform its communication and ability to execute on your plan.
As part of the proposal process we can add a video walkthrough at no extra cost to further explain why working together would be beneficial.
We can also do a conference call/ presentation for the rest of the team. It gives us a deeper insight into what's going on with your team and how we can help.
[fa icon="plus-square"] The results were better than I expected. Can you keep working with us?
It would be our pleasure.
We can be available for:
  • Weekly coaching calls, 
  • Helping you stay accountable to your plan
  • Stakeholder engagement or meetings with different teams.
We also recommend quarterly or bi-annual meetings to ensure your plan stays on track and meets your goals.

Contact us for more information or for a quote