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Strategic planning meeting facilitation and consulting services

Strategic planning services

Strategy Essentials:
Two-Day Strategy Meeting with
Strategic Road Map

Are you operating in a competitive environment or in an industry with rapid change?

A two day planning session is perfect for a business that is generating over three million dollars in revenue and has a staff of 20 or more.

Throughout the strategic planning process your team will take a deep dive into:

  • Strengths, weaknesses, opportunities and threats
  • Trends in the external environment
  • Vision, Mission and Values
  • Risks and roadblocks
  • Key issues to your organization
  • Team building opportunities
  • Strategic priorities and action plans.

Example two-day agenda  

Two-day planning sessions including pre-work, recap and begin at $8500.

Contact us to discuss your needs and for a walk through of the process.

Contact us

SME Growth:
Two-Day Strategy Meeting with Implementation Support

Have you done strategic planning before and now are ready to take the next step in the execution of your strategic plan? 

Incorporate greater accountability for you and your team's strategic plan.

Receive all the benefits of the Two-day strategy meeting plus: 

  • 12 months of implementation support:
    • Scheduled monthly calls with project champion.
    • Quarterly accountability calls with leadership team.
    • 10 hours of consulting support for coaching and document creation.
    • Access to our online training portal.
    • Performance monitoring for goals and work plans through Cascade Strategy.

Example two-day agenda  

Two days of facilitation with 12-month guided implementation begins at $14500.00.

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Two-Day Strategy Meeting with Implementation Support & Training

Once we create the foundation for your strategic plan, we are available to support your team in executing the plan successfully.

When you have someone to keep you accountable you'll be more likely to implement your action plans and hit your goals.

Included in a yearly strategy package are everything included in the SME Growth package plus:

  • A comprehensive strategy assessment
  • On-site one day training session for second level of leadership
  • On-site quarterly strategy meetings
  • Ongoing plan monitoring with software
  • Access to knowledge base
  • 25 hours of consulting support for coaching and document creation.
  • Custom training and development available
  • And more...

Subject to availability

Contact us

Don't see what you're looking for? 
Contact us for your custom meeting facilitation or training needs. 

What Our Clients Say About Us

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Our Approach to Strategic Planning
This process empowers your employees to create lasting change, and provides you a dynamic process you can review and adapt as needed.
Overview of the strategic planning process for a strategic planning meeting
  1. Where are we now? 
  2. Where are we going?
  3. What is going to get in our way?
  4. What do we need to do to get there?
  5. How are we doing on our plan?
Creating three layers of alignment in your organization
  1. Alignment with the leadership team.
  2. Alignment with the vision and the strategy.
  3. Alignment with the entire organization.
strategic planning process sme strategy facilitator facilitation
[fa icon="plus-square"] Will you help us create the agenda?
Of course! 
If you have limited time to dedicate to your planning process here is a one day sample strategic planning agenda.
[fa icon="plus-square"] Do you offer a discount for non-profits?
Yes, we offer a 20% discount for nonprofits and mission-based organizations. Contact us for a consultation to learn more.
[fa icon="plus-square"] What do I get?

We provide flat rate strategic planning fees because we don't want you to be concerned about timing and billing if you have a question about your planning session.

We include:

  • All communications related to your planning session
  • Facilitation of chosen meeting dates.
  • Written recap of the session(s) and notes received within 7 days.
  • Additional coaching calls to support with implementation and change management.
  • Framework for continued strategy development.


[fa icon="plus-square"] Can you come to where I am?
Yes. We have facilitators around North America and are used to traveling to work with clients. We enjoy it! 
We are also available to travel outside North America if requested.
Contact us for a quote for your organization.
[fa icon="plus-square"] I know our team needs this, but others might need some convincing. Can you help?
Yes. We're committed to helping your organization transform its communication and ability to execute on your plan.
As part of the proposal process we can add a video walkthrough at no extra cost to further explain why working together would be beneficial.
We can also do a conference call/ presentation for the rest of the team. It gives us a deeper insight into what's going on with your team and how we can help.
[fa icon="plus-square"] The results were better than I expected. Can you keep working with us?
It would be our pleasure.
We can be available for:
  • Weekly coaching calls, 
  • Helping you stay accountable to your plan
  • Stakeholder engagement or meetings with different teams.
We also recommend quarterly or bi-annual meetings to ensure your plan stays on track and meets your goals.
Contact us for your complimentary consultation