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Strategic planning meeting facilitation and consulting services

Strategic Planning Services

Virtual Meeting Facilitation

To help organizations with their strategic plans and corporate level strategy we are offering virtually facilitated strategic meetings.

  • Virtual strategic planning meeting facilitation
  • Additional workshops options include: 
    • Goal setting
    • Team building
    • Risk assessment
    • Scenario planning
    • Stakeholder engagement
    • Crisis planning
    • & more

Includes: Pre & post meeting calls + meeting notes

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Virtual Strategic Plan Creation and Implementation

Strategic plan implementation support will help you incorporate greater accountability to execute your strategic plan.

We can support you in creating your strategic plan and corporate level strategy as well as provide accountability and coaching for your senior leadership members. 

Package includes

  • Preparation materials ahead of time, including survey, leadership team interviews, & document review 
  • Virtual strategic planning facilitation
    • 5 x 3-hour sessions
  • Strategic planning session recap document 
  • Accountability calls and coaching for  leadership team members
  • Project management support included
  • Bonus: Access to online education portal

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Corporate Strategy Training

We have several options to support your Corporate Strategy Training goals.

From Vision to Action: A self paced course that will guide you through the process of creating your strategic plan.

Enroll now: $495

Train the Trainer: Our team will train your team on best practices for:

  • Project management
  • Action planning
  • Strategic plan creation
  • Change management
  • Goal setting + cascading strategic goals
  • & more

Pricing varies depending on number of participants. 

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 Don't see what you're looking for? 
Contact us for your custom meeting facilitation, stakeholder engagement, coaching 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