Organizing a strategic planning meeting?

We can facilitate your next strategic planning meeting for you.

Use a facilitator for your next strategic planning meeting and take advantage of our proven process and maximize your investment in strategy development


Request a complimentary consultation where we can learn more about you and your upcoming meeting.Contact us to discuss your needs

Our Approach to Strategic Planning

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.

The process empowers employees to create lasting change, and provides you a lasting process you can review and adapt.

Overview of the strategic planning process in a 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?

Schedule an introductory call to see what that would look like for your organization.

The process for working together

Step 1— Introductory call:

We provide an initial complimentary call to introduce ourselves, learn what you'd like to accomplish and provide you with options for your meeting.

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 Meeting Options

One day strategy meeting— Vision and Strategy

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.


Complete strategic planning process—Mission, vision, values in a dynamic environment (2+ days) 

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

  • Discussions of high priority focus areas. 
  • In depth look at mission, purpose and organizational values.
  • Competitive advantages and mid/long term industry trends 

*Travel and accommodations not included if applicable.


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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. 

Half day sessions and group training also available.


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


Leading 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


[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.

Lets talk about your next meeting