Strategic planning facilitator | SME Strategy Strategic planning consultant

Multiple Destination Trap

Escape The Multiple Destination Trap

Different people moving in different directions. This causes frustration, uncertainty, and a lack of progress.

SME-Strategic Pyramid

Align Your Team around One Destination

Develop specific, actionable goals that guide your organization.

Strategic planning process SME Strategy-1

Our Strategic Planning Process

Our signature strategic planning process follows a 5-step process that we go through over the two days in person.

Strategic planning process

Lead Successful Change

Use our process to focus your organization on what's most important..

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
Includes pre- and post-work.
Does not include travel costs.
10% Discount available for non-profits

Virtual Strategic planning - SME Strategy.

3-hour- Alignment Session

$2,500

Realign your team and reset direction quickly.

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In-Person strategic planning Facilitation

One Day of Strategic Planning

$5000

Align priorities and set a clear path forward.

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Strategic planning facilitator near me

SME Strategy Alignment Program

$13,500

Create your full strategic plan in two days.

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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

Implementation Support Options

Growth Program

$2100/Month

For organizations that want to deepen leadership capability and improve day-to-day execution.

The Growth Program expands leadership capacity, improves communication, and supports operational alignment.
It combines structured accountability with targeted workshops and problem-solving to accelerate progress throughout the year.

Includes:

9 × 1.5h monthly strategic accountability calls
3 × 3h quarterly strategy reviews
4 × 2h capacity-building workshops
4 × 1.5h operational alignment/problem-solving sessions
Monthly plan administration, tracking, and email support

Accountability Program

$1100/Month

For organizations that want guidance, structure, and consistent momentum.

Provides the foundational rhythm needed to keep your strategic plan alive.
Ideal for teams who want structured accountability, quarterly adjustment, and plan administration without additional workshops or coaching.

Includes:

9 × 1.5h monthly strategic accountability calls
3 × 3h quarterly strategy reviews
Monthly plan administration, tracking, and email support

Transformation Program

$4200/Month

For organizations that want full alignment, improved execution, and leadership transformation.

Our most comprehensive program designed to strengthen leadership, elevate execution, and build organization-wide alignment.
You receive full strategic support: coaching, workshops, operational alignment, planning reviews, and ongoing guidance to ensure your strategy is executed consistently across the organization.

Includes:

9 × 1.5h monthly strategic accountability calls
3 × 3h quarterly strategy reviews
6 × 2h capacity-building workshops
6 × 1.5h operational alignment/problem-solving sessions
Up to 5 hours/month of Leadership Coaching
Monthly plan administration, tracking, and email support

See if our process is a fit for your team

Book a call to discuss your needs

"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 local facilitator? What are the travel costs?

Strategic planning facilitators are available for meetings in the USA, Canada and internationally. We can also facilitate strategic planning sessions virtually via Zoom.

As travel outside our local area takes 4-8 hours per direction, the cost of travel is $2000 per direction or $4000 Total, not including flight and hotel costs.

We have local facilitatiors in Western Canada, The Pacific Northwest, and North East USA. For more information for your organization, contact us.

Should we do strategic planning virtually or in person?

Virtual_IP_Infographic

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.