Everyone aligned & working together to achieve the vision & goals
A positive & productive workplace where people are excited about their jobs
The ablity to adapt & adopt change quickly & easily in a constantly changing world.
Our strategic planning facilitators will help create a plan and help make that future a reality.
Visit our sample strategic planning agenda to learn more.
ALL ALIGNMENT PACKAGES
Participant Pre-survey and Interviews
Strategic planning facilitation (In person or Virtually)
Strategic plan recap in Word, Powerpoint and One Page Infographic.
VIRTUAL (5 3-HOUR SESSIONS) $12,500
IN-PERSON (2/3 DAYS): $16,500 / $21,500
(Exclusive of flights and accommodation billed at cost)
Align your leadership team around your current state, vision and next steps
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.
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
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.
“SME Strategy was instrumental with helping PageDNA with company strategy definition. I believe they have set us up with a living template to use going forward, so we can continue to refine our strategy as our customer needs and our company evolves. SME Strategy, in a few words, highly recommended!
Everyone - from ownership, to team leads, to individual contributors - now knows better than ever what the company is focusing on, why we are doing so, and also - critically - everyone has specific areas where they are able to contribute to this mission, going forward.
CEO - PageDNA
SME Strategy has become an official partner in our work as there can't be another strategic planning specialist who could learn so much about a complicated project, dig into the details, and offer so much support as he has in such a short time. We hired SME Strategy in March to help plan our project's vision, mission and strategic goals, and even with the current worldwide situation of Covid-19, we have developed relationships that he forged to push the work forward in critical ways. We will continue to work with SME Strategy in the coming months and years and view his skills and talents as a necessary component to the success of the project. The team appreciated his thoroughness and insight, but also their energy and attention. During a period where leaders are constantly in web meetings, our members have shared only the highest remarks for their work. Any organization or business will be much improved under their skillful strategic planning partnership.
Former Director - Director at Early Childhood Education Professional Development Organization at PASSHE.
"We contracted with SME to work with our organization, supporting and facilitating our strategic planning, in spring 2022. We were so fortunate to work with Jenna Sedmak, who so capably, professionally and competently lead the pre-strategic planning surveys and interviews, which set the stage for our online strategy planning sessions.
The SME process, with Jenna's leadership, kept us focused and on task. Strategic planning can be a challenging process, one where ideas (and personalities) and plans can wander, but Jenna so skillfully and patiently guided everyone back to the task at hand and ensured organizational alignment.
SME's ongoing support and check-ins are most certainly a value add and help to reassure staff and the board. She, and SME, are thorough and detail oriented, which is so very necessary and appreciated, which in turn ensure a very good result for our organization."
CEO - Canadian Child Care Federation
Management Essentials Workshops
Leadership Essentials Workshops
90-minute Alignment Session Topics
All these topics are available within our strategy implementation packages.
Contact us to discuss how we can integrate these within your organization.
Develop your organization's ability to foster a positive culture and lead a transformational change with both your senior leadership and second level of management.
Deepen your leadership's capacities for tracking, monitoring, and communicating the strategic plan progress and lay the groundwork for future transformational change.
Build a foundation for your leadership's capacities for tracking, monitoring, and communicating the strategic plan progress.
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.
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.
Contact our facilitation team and get your organization on the path towards One Destination.