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How to Get Started


Assess your team

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Align your team

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Implement your plan

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A strategic planning facilitator can help make your offsite or virtual strategy meeting as effective and valuable as possible by: 
  • Keeping the conversation focused

  • Managing Conflict

  • Asking the right questions to challenge the participant's way of thinking

  • Allows all members of the team to participate instead of having to facilitate

  • Removing issues that will get in the way of alignment

  • Driving outcomes by pushing harder than someone internally would

  • Using a proven process - you don't have to create the process or learn by doing

  • Providing capacity without onboarding, training and hiring.

  • Holding you accountable to working on your business. 


Maximize your investment in your strategic plan, and work with one of SME Strategy's specialized strategic planning facilitators to lead your team toward organizational alignment.



Strategic Alignment Program

We can facilitate your strategic planning offsite to keep it focused and effective, and allow you as the leader to participate instead of having to facilitate the session yourself.  

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  • Align your Board or Leadership team around a vision, mission, values & goals
  • Get buy-in & input from your leadership team
  • Get clear about where you're going and what you need to do to get there


  • Participant Pre-survey and Interviews
  • Strategic planning facilitation (In person or Virtually) 
  • Strategic plan recap in Word, Powerpoint and One Page Infographic.
  • Three Coaching calls to support strategic plan implementation
  • Access to SME Strategy Members-only Resources
  • 12 Months of Quarterly Check-in calls


  • VIRTUAL (5 3-HOUR SESSIONS) $12,500
  • IN-PERSON (2 DAYS): $16,500
  • IN-PERSON (3 DAYS): $21,500
  • (Exclusive of flights and accommodation billed at cost)

    Schedule a call to learn more

Once you complete your strategic planning, it's time to implement.












Give your leaders the skills, systems and support they need to implement your strategic plan successfully. 


Strategy Implementation Packages

Key Features
Monthly team project calls
Quarterly strategy reviews at months 3, 6 and 9
Documenting a Customized Strategic Planning Playbook
Management Essentials Workshops
Leadership Essentials Workshops
5 hours per month of leadership team coaching.
Management Essentials with second level of leadership
10 hours per month of leadership team coaching.
6 90-minute alignment sessions for problem-solving or team alignment
Access to SME Strategy Resource Bank and course library



Building Leadership Capacity

To guide your team toward your One Destination



Management Essentials Workshops

  • Foundations for successful communications
    • Communication Mapping
  • Foundations for successful execution
    • Goal setting and Action planning with RACI
  • Fostering successful collaboration
    • Values and culture statement creation
  • Building a successful team
    • Future state Org Chart and leadership roles mapping

Leadership Essentials Workshops

  • Understanding successful change
    • Introduction to Change Management Preparation and Best Practices
  • Leading successful change
  • Leading and Cascading the Strategy
  • Strengths-based leadership - Using the Gallup Strengths Finder ™️
  • Strategic, Project and Task Prioritization





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.


Asked Questions

Should we do our strategic planning virtually or in-person?

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.




Do you have a strategic planning facilitator near me?

We offer strategic planning services online and in person all over the world with facilitators located across North America. 

Depending on your location, we may have one of our facilitators go to your location, or we might suggest working online. 


How long does the strategic planning process take?

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.


Do you have a strategic planning facilitator that specializes in our industry?

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. 

Do you offer stakeholder engagement as a part of the strategic planning process?

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.


Do you work with non-profits?

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. 

What if my team is.. stubborn and loud?

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. 

What if my team has never done strategic planning before?


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. 

Do I need to do the Alignment Program before I do implementation?

Yes. We don't take on any implementation or transformation clients without first making sure they have a clear One Destination. 


How do I get started?

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.

Schedule a no-obligation introduction call to get started today. 

Schedule an introductory call to see if we're the best fit for your needs.

Contact our facilitation team and get your organization on the path towards One Destination.