Align Your Team Around

One Clear Vision and Strategic Plan

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SME-Strategic Pyramid

Aligning Your Team around One Destination

Develop specific, actionable goals that guide your organization.

Strategic planning process SME Strategy-1

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

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

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

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

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

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:

In-person and Virtual Options

Flexible facilitation to suit your location and preferences.

Proven Strategic
Planning Process

Tried and tested to deliver maximum value

Pre-surveys and
Interviews

Gather insights to inform the planning process.

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

Get Started

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In-Person Facilitation

$17,500

2 DAYS

Get Started

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In-Person Facilitation

$22,500

3 days

Get Started

Supporting Your Most Critical Priorities

Our strategic planning implementation services helps your team work through high value issues and opportunities with a focus on maximizing opportunity cost and return on investment.

Operational Capacity & Process Improvement

Help your people be successful by creating the right systems.

Change Management

Helping you successfully drive forward organization-wide initiatives .

Cultural Development & Team Collaboration

Building a culture of high functioning and high performance.

Project Management

Prioritizing, scoping, and action planning high value projects

Package Details

Transformation 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.

Book your strategic plan facilitation for 2025

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"SME Strategy was instrumental with helping PageDNA with company strategy definition…"

Steve Enstad, CEO

PageDNA

"SME Strategy Consulting INC's expertise and insightful approach ensured that the client's organizational goals aligned with their long-term vision"

Kathleen Clark, Chief Strategy Officer

Alternatives Federal Credit Union

"The planning session has received positive feedback from all involved. SME Strategy Consulting INC excels at meeting attendance, email responses, and organization, adapting quickly to unforeseen circumstances. They're knowledgeable and personable, striving to understand the client's business."

Lexa Wilms,

Hawthorne Seniors Care Community

"'They feel like an extension of our team with shared goals and care about our success.''"

Kerri Maffei, VP of HR

Complete Automation Solutions Holdings

"We see daily evidence of SME Strategy’s work in how our teams communicate, track projects, and follow through."

Tamara Van Wyhe, Alaska State Director

Region 16 Comprehensive Center

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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

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.