Strategy and Planning Package Details

I Offer

  • Experienced organizational leadership - across industries, company type and size, stage of maturity and function.

  • A highly collaborative partnership - I meet your team where its at, work at your pace, guiding or supporting or pushing or pausing as needed.

  • Deep listening and systems thinking - providing a thoughtful, comprehensive and neutral point of view, fresh insight and the creativity to help you solve complex organizational challenges.

  • Human-centered facilitation and design - deep listening inviting in those living inside the problem and creating an environment across stakeholders that builds the trust needed for productive discussion and unified decision-making.

  • Organizational design supports - providing the relevant frameworks, tools and communication required to engage your team, build buy-in and drive commitment for the solutions you seek. structure and agility

  • Managed change that builds commitment - engaging regularly and meaningfully in a way that builds buy-in for the change coming and the success it will enable.

  • An extra pair of leadership hands - to fill leadership gaps, drive what needs to be driven, remove pressure and provide project peace of mind.

Strategy Refresh Approach

  • Meet for a business download:

    • Offer an overview of where the company is at

    • Provide key strategic and operational documents

    • Align on project goals

    • Agree to approach, stakeholders, timeline & expectations

  • Unpack existing business strategy:

    • Walk through existing business strategy, learnings, gaps and desired changes

    • Share future goals and ideas

    • Walk through existing marketing and business development plans

    • Assess organizational structure and roles

  • Discuss and align on business goals, status and direction:

    • Discuss strengths, weaknesses, opportunities and threats

    • Confirm mission, vision, and values

    • Align on strategic frame

    • Discuss marketing and business development priorities and considerations

    • Identify operational gaps and priorities

    • Define 5, 3 and 1 year goals

  • Confirm business strategy and roll-out plan:

    • Finalize updated business strategy

    • Confirm long- and short-term goals and operational priorities

    • Define roll-out + change management plan

    • Offer roll-out leadership and/or support, if needed

Annual Plan Approach

  • Provide a business and planning download:

    • Share where the company is at and how it’s doing

    • Provide key strategy, planning and operational documents

    • Discuss project goals

    • Agree to planning approach, stakeholders, timeline & expectations

  • Unpack existing business strategy, goals and objectives, marketing and business development plan, organizational structure.

    Deliverables: xxx

  • xxx

  • xxx

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