Strategic Planning

Strategic Planning Facilitation

Collaboratively developed strategic plans provide an opportunity for an organization to build energy and clarity around impactful goals. A strategy is also an important tool for helping the organization say a clear and defensible “no” to opportunities that are not theirs to pursue.

Our core strategic planning process typically unfolds in four phases:

Who it’s for:

  • Board Chairs and CEOs of mission-driven organizations ready to embark on refreshing their strategic plan

You’ll gain

  • Insight and a tested process informed by more than 25 years of strategy-building experience 
  • A process informed by experience, evidence and imagination that allows you to relax and participate
  • Collaboration that builds buy-in and reduced blind spots
  • Efficient use of time, courtesy of professionally facilitated workshops that use time efficiently
  • A comprehensive, flexible package that includes advice, design, facilitation, documentation and implementation coaching
  • A succinct strategic plan with strong endorsement and clear measurability

Prepared to invest in a compelling expression of your organization’s next chapter? I take on a limited number of strategic planning clients each year, apply now for 2025.

We are proud to have advised clients that have been honoured with the Goodman Award for Excellence in Strategy from the International Association for Strategy Professionals.

Congratulations to the Region of York (2023 winner, 2022 and 2019 honorable mentions) and the Region of Waterloo (2024 honorable mention)!

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