Everything you need to create your own strategic plan

The strategic planning starter kit includes: video walkthroughs, templates, and workbooks to help you easily create your own strategic plan.


Use our proven process for getting focus clarity, and alignment on your strategic plan.

  • Create a clear vision, mission and overall strategic plan for your organization 
  • Get alignment and get buy in with your team  
  • Develop clear goals, priorities and KPIs
  • Cultivate an optimized culture in your company that drives results 

What you'll get:

  • A customizable fill-in-the blanks document for your strategic plan and for your strategic planning meeting.
  • Video lessons on how to lead your strategy meeting and create vision, mission and values with your team.
  • Frameworks and templates to apply to all areas of strategy creation
  • A one hour getting started call to make sure you get the results you want.
  • And much more!  



Get access to: Strategic Planning 101 for only: $97.00



Get access to all our tools  training and templates for only: $497.00



We'll guide you through the entire process:



What information to collect and analyze

Build the foundation for your plan


How to Prepare for your meeting

Know what to communicate and how to stay focused


How to create your vision and goals

Know what success looks like


How to Assess risks

Plan for uncertainty before it surprises you and throws you off track


How to Create the action plan

Where do you need to focus to make your plan a reality


How to Align the team

Get everyone on the same page and bought-in to the strategy


How to Stay the course 

Ensure strategy lives in the organization


How to Assess results

Make measuring success easy

What's included in the Strategic planning starter kit

You'll learn the four step process we use for creating an aligned strategic plan.

You'll receive:

  • A complete strategic plan template and meeting recap template
  • A strategic planning checklist and process overview
  • A 13 lesson video series for each individual step
  • Bonus videos, including:
    • How to use scenario planning
    • Best practices on how to create a strategic plan
    • Best practices for selecting strategic priorities
    • How to make the most of your next planning meeting

  • Downloads and templates include:
    • Balanced Scorecard template
    • Pre planning survey questions
    • How to use scenario planning 
    • Strategic planning pyramid PDF and Powerpoint
    • Sample one day and two day strategic planning agendas

  • A digital copy of: Alignment-How to get your people, strategy and culture on the same page.
  • Strategy Alignment Self-Assessment

[fa icon="plus-square"] Will this work for a small business or non profit?
Yes, This tool kit is especially designed for smaller organizations and SME's that want to learn how to gain more focus in their planning and execution.
[fa icon="plus-square"] How long are all the videos?

Most videos vary between 10-25 Minutes, with some lessons are over an hour long.

In total there are approximately 8 hours of video material.

[fa icon="plus-square"] Do you offer any additional support?
Yes. You can email or call us with questions to help make your plan a success. Our goal is that you get the most amount of value from your purchase and from your planning as possible.
[fa icon="plus-square"] How do I access the materials?
Currently, you will get a direct email from "Gumroad" which is the service we use for digital distribution. You'll have access from their portal, and they will send you an email once your purchase is complete.

Introduction to strategic planning

5 Videos and 2 templates to help you create your strategic plan.




Complete strategic planning toolkit.
15 videos- 10 templates- and 5 bonus downloads