Strategic planning facilitation and consulting services

Strategic planning services
Strategic Planning
Meeting Facilitation

Half-day, One-day or Two-day facilitated strategic planning sessions to align your team and get clarity on direction.

Refresh your strategy and discuss your vision, mission, culture, strategic priorities and more.

Example one-day agenda
Example two-day agenda  

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Strategy Program Creation

Is your organization playing a big game and looking to acheive transformational growth?

Use us as your "Strategic Partner" to keep you accountable to your plan and on track with your vision.

Benefit from:

  • A comprehensive strategy assessment
  • Quarterly strategy meetings
  • Monthly coaching calls
  • Ongoing plan monitoring
  • Access to knowledge base
  • And more.

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Custom Services

À la carte services to support your organizational goals.

  • Strategy assessment
  • Organizational Alignment Program
  • Strategic plan document creation
  • Stakeholder engagement
  • Strategic planning training

Contact us for a complimentary consultation and quote for your project.

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What Our Clients Say About Us
Our Approach to Strategic Planning
This process empowers your employees to create lasting change, and provides you a dynamic process you can review and adapt as needed.
Overview of the strategic planning process for a strategic planning meeting
  1. Where are we now? 
  2. Where are we going?
  3. What is going to get in our way?
  4. What do we need to do to get there?
Creating three layers of alignment in your organization
  1. Alignment with the leadership team.
  2. Alignment with the vision and the strategy.
  3. Alignment with the entire organization.
[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"] What do I get?

We provide flat rate strategic planning fees because we don't want you to be concerned about timing and billing if you have a question about your planning session.

We include:

  • All communications related to your planning session
  • Facilitation of chosen meeting dates.
  • Written recap of the session(s) and notes received within 7 days.
  • Additional coaching calls to support with implementation and change management.
  • Framework for continued strategy development.


[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 your complimentary consultation
Request a Consultation - FREE