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

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)!

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.

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I loved watching Rebecca facilitate our conversations about what excellence and success look like for our organization. She listens attentively, finds common ground, synthesizes information, and turns it into clear strategy.

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Rebecca is a seasoned facilitator and strategist with a deep track record in helping organizations navigate complexity and plan effectively for the future. Her approach to strategic planning is both thoughtful and action-oriented, and I’ve seen firsthand the value she brings to leadership teams.

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Rebecca inspired our curiosity and helped us strike the right balance between opportunity and risk. The result is a strategic plan we use every day — one that gives us clarity and confidence as we navigate challenging terrain.

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I’ve seen a lot of strategic planning workshops — and I mean a lot — and this was the best one I’ve ever participated in by far.

I do this in many corporate settings and being able to wrangle a group of this size into a process that led to a really effective plan is remarkable, and you managed to do that.

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Rebecca is truly gifted at helping people to clarify their own thinking, identifying and reflecting back the patterns and themes that exist within a diversity of viewpoints (further enhanced by her excellent use of cool tech tools), and helping groups to focus on what’s important to move forward rather than getting stuck or going in circles. She was absolutely the person we needed to shepherd us through our strategic planning process!

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Rebecca is a skilled and experienced strategic planning professional, as well as a gifted presenter. She brings a deep understanding of group dynamics, particularly within higher-education environments. Working with Rebecca was a pleasure — an experience I would gladly repeat and recommend to anyone seeking this expertise.