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Align Your Team Around 

One Clear Vision and Strategy

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WHAT WE DO

Strategic Planning

At SME Strategy, we specialize in helping organizations develop and execute strategic plans that foster growth, alignment, and adaptability. Our approach ensures that your team is united around a shared vision, with clear goals and actionable steps to achieve them.

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Aligning Your Team around One Destination

Develop specific, actionable goals that guide your organization.

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Our Strategic Planning Process

Our strategic planning process follows a 5-step process that we’ll go through over the two days in person.

Our Services Provide

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Strategic Planning meetings that result in clear goals & plans that make sense to everybody

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Strategic Planning meetings that result in clear goals & plans that make sense to everybody

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A positive & productive workplace where people are excited about their jobs

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The ability to adapt to changes quickly & easily in a constantly changing world.

Strategic planning is essential for any organization looking to navigate the complexities of today’s business environment.

It provides a roadmap for success, aligning your team and resources towards your long-term objectives.

Strategic Planning Facilitation

Our strategic planning facilitation services are designed to meet the unique needs of your organization, whether in-person or virtually. We offer a customized process that includes:

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In-person and Virtual Options

Flexible facilitation to suit your location and preferences.

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Proven Strategic
Planning Process

Tried and tested to deliver maximum value

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Pre-surveys and
Interviews

Gather insights to inform the planning process.

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Detailed Strategic
Plan Recap

Comprehensive documentation of your strategic plan.

Pricing

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Virtual Strategic Planning Facilitation

$12,500

5 3-HOUR SESSIONS
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In-Person Facilitation

$16,500

2 DAYS
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In-Person Facilitation

$21,500

3 days

Excludes flights and accommodation

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COMPLETE STRATEGIC PLANNING PROCESS

Stakeholder Engagement

Engaging stakeholders is vital to the success of your strategic plan. We facilitate processes that involve various sub-groups within your organization, such as faculty, students, and community members, to ensure comprehensive input and buy-in.

Leadership Capacity Building

Our leadership capacity building services help your team develop the skills and clarity needed to drive your organization forward.

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Goal Setting and Action Planning

Create actionable plans to achieve strategic goals.

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Team Charters and Communication

Establish effective communication and collaboration frameworks.

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Leadership and Management Training

Enhance the skills of your leadership team.

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Accountability and Clarity

Define roles and responsibilities clearly to ensure accountability.

IMPLEMENTATION AND ALIGNMENT

Implementation and Alignment Overview

Effective implementation is crucial to the success of any strategic plan. Our implementation and alignment packages ensure that your team stays on track and accountable, with regular reviews and support.

Package Details

Growth Package

$3900/Month

Deepen leadership capacity, track and communicate progress, lay groundwork for transformational change.

Accountability Package

$2,000/Month

Build foundation for leadership capacities, track and communicate progress.

Bookings Available in 2025

GET STARTED TODAY

Custom Solutions

Lead a transformational change with both your senior leadership and second level of management as well as other business lines.

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Our clients’ success stories speak volumes about the impact of our services.

Here are some testimonials from satisfied clients

WATCH THE CASE STUDIES

Some of the organizations we’ve worked with

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WFIA strategic planning washington
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westgen strategic planning
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Frequently Answered Questions

Do you have a strategic planning facilitator near us?

Strategic planning facilitators are available for meetings in the USA, Canada and internationally. We can also facilitate strategic planning sessions virtually via Zoom.

 

We have strategic planning facilitators located across the US and Canada. 

Should we do strategic planning virtually or in person?

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Whether you use a strategic planning facilitator virtually or in person your team will leave will clarity and alignment around your vision, mission, strategic priorities, goals and actions. 

Having your strategic planning process virtually is best for distributed teams or teams that have logistical challenges with committing for 2-3 full days.

The main benefit of a virtual strategic planning process is that your team can have time and space to digest between sessions, and there are significant cost savings by avoiding accommodation and travel costs.

The benefits of having a strategic planning process in person are the team-building component and the amount of work that can be completed in a short period. 

We believe the benefits of an in-person strategic planning process outweigh the costs, and our job as facilitators is to maximize the value of your investment of time, money and energy. 

Why use a facilitator?

8 Reasons to use a strategic planning facilitator

Most Senior leaders recognize that they can't lead a conversation while participating in it at the same time.

Additionally, by using a neutral facilitator for your strategic planning, we can ask probing and challenging questions without resistance. 

This will help your team get to a greater level of trust and clarity with each other, leading to more and better alignment. 

How much time does it take?

Pre-work phase: 4 weeks

Strategic planning time in person 2-3 days or 5-7 sessions. 

Postwork completed within ten business days.

If you need stakeholder engagement done, add 6-8 weeks on the fromt end. 

Do you provide a discount for non-profits?

We do provide a 10% discount for all non-profit organizations.

We also have a subsidized strategic planning process for qualifying non-profits.

Ready to align your team and achieve your strategic goals?

Contact us today to discuss your needs and get started with a customized strategic planning package.