We have strategic planning facilitators available for meetings in USA and Canada.

We can also facilitate strategic planning sessions virtually via Zoom. 

There are many benefits to doing your strategic planning session online as well as in-person.

We go over the various benefits in the video and infographic below.

There are 8 main reasons we think you should use a strategic planning facilitator for your strategic planning offsite. 

But here are eight reasons you should not use a facilitator. 

• You feel 100% confident leading the strategic planning process
• You don't mind facilitating, and you feel you can participate at the same time
• Your team will speak candidly regardless of who facilitates
• Your organization is already fully and explicitly aligned with your vision, mission, values and goals.
• You don't want an external perspective on your organization
• Your goals are to stay exactly where you're at. Status Quo is the way to go.
• You're not interested in creating a strategic plan with your group, and you'd prefer doing it alone. 
• Your organization is too small, and we don't need a full two-day process. 

Our clients say what they like best about SME Strategy is the process we use to align teams and our ability to drive honest conversations through our facilitation methodology. 

We regularly hear:

"We've never gotten this far in the process"
"I've been in many strategic planning sessions before, and this is the best and most engaging one."
"We would have never gotten this aligned without you pushing us"

Many other facilitators are less expensive, but they don't specialize in strategic planning like us, and they don't have as regimented a process as ours. 

While that flexibility can be valuable for some, if you're looking to get aligned on a clear future, we think we're the best.  

For most organizations, we can have a complete strategic planning process completed within 3 months. 

A sample timeline

• Prework- 4 weeks
• Strategic planning in person takes 2 days, virtually takes 5 weeks + post work as needed.
• Plan competition and roll out: 3 weeks.

This does not include the time needed to begin the implementation.

Typically strategic planning for SMEs engages the leadership team and/or the board of directors.

You may want to include staff within parts of the process. 

You may also have stakeholders that should be engaged as part of the process.

Learn more about stakeholder engagement as part of the strategic planning process. 

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

We also subsidize the use of a strategic planning facilitator for qualified organizations as part of our non-profit program. 

Once we agree to work together on your strategic planning, we typically have a minimum of 3 weeks of pre-work, including interviews, a group survey, and document review. 

From there, we'll facilitate your strategic planning process in person (2-3 days) or online (5 weeks). 

Once we complete your initial strategic planning process, we'll provide a written recap in 10 business days. 

Once your strategic planning process is finished, our Implementation Plans run for 12 months or more.

Our strategic planning facilitators have worked in over 30 different industries so it's very likely that yes. 

That said, our process is industry agnostic as has been successful with dozens of different industries and companies big and small. 

On the small chance you're in an industry we haven't worked with, we'll focus on making sure we understand important terminology and buzzwords when going through the pre-work phase, so we can quickly get up to speed. 

Yes we do (at an additional cost). Depending on the needs of your organization, you may need to consult with internal and external stakeholders as part of your strategic planning process. 

This conversation would also be led by one of our strategic planning facilitators. 

These sessions are typically 2-3 hours long and can vary from 5-150 participants.

About 40% of the clients we work with are non-profit organizations. 

This includes local, regional and national membership organizations, financial and education institutions, and mission-driven organizations. 

We believe for-profits should act more like not-for-profits, and not-for-profits should act more like for-profits. 

The better you do financially, the more you can do for your community. We want to help.

Ask us about our non-profit discount. 

Don't worry, we won't tell them you clicked on this.

All our strategic planning facilitators are trained to deal with conflict and to be able to lead challenging conversations with passionate people. 

Our approach to facilitation is by asking questions and having all participants reflect for themselves on the answers.

We make a point of having equal airtime, and making sure everyone feels heard.

That said, your team needs to be coachable, willing and open to participate in such a process, and if they aren't then there's nothing we can help with. 

Perfect! 

Whether you are a seasoned veteran of strategic planning or this is the first time reflecting on your mission and core values, our process will make sure everyone on your team participates and gets the learning outcomes and deliverables from the strategic planning process. 

Yes. We don't take on any implementation or transformation clients without first making sure they have a clear One Destination. 

Fill out the form below to schedule a no-obligation introduction call.

We'll learn more about you and your needs, and we'll let you know if we think we're a great fit to support your team alignment and strategic plan implementation. 

We'll pick at date, match you up with one of our strategic planning facilitators, and we're ready to go. 

That's it! So easy.

Schedule a no-obligation introduction call to get started today.