Strategic Planning

Build Your Strategy

A collaboratively-developed and insightful strategic plan offers
enormous value to your organization.

Consider the impact if you have:

  • A clear mission and a road map to achieve it
  • Widespread enthusiasm for the impact you are poised to achieve
  • An engaged board that understands its most efective contributions
  • A professionally facilitated learning experience for your staf
    that builds understanding
  • Awareness and goodwill amongst your stakeholders
  • Support for your leaders
  • A defensible reason to say ‘no’ to things

Planning is about generating a product and engaging in a learning process. We help you do both. We specialize in strategy development experiences that are informed by evidence from your stakeholders and are actually enjoyable.

Strategic planning requires almost the same amount of work for a small organization as it does for a large one, yet the resources available to invest in it are different. We recognize this and offer distinct strategic planning packages to suit your needs.


You have more time than money. You can build your plan mostly internally, but need structure and support at key moments.


You are ready to invest in professional support to help your organization craft a collaboratively developed strategic plan.


You are convinced that capacity building and implementation coaching will help your new strategic plan truly transform your organization.

Learn more about our strategic planning packages


Traction Package

Make your strategic plan stick! Invest in accountability, through implementation support and leadership coaching that will ensure your strategic plan gains traction over time.



Rebecca helped us have difficult conversations and wade through complexity to focus on what was most important. She has wonderful facilitation skills and a pleasant style that makes everyone, from front line employees to board members, feel at ease and valued.
Tracy Elop
CEO, Carizon Family and Community Services


Evidence of Wiser Decisions Faster

I’m excited to launch this series of videos showcasing the impact of collaborative planning. Check out the first episodes in the series showcasing House of Friendship, the Counselling Collaborative of Waterloo Region, and Carizon Family & Community Services.




Even in uncertain times — perhaps especially then — we need a plan. My new book, Sightline: Strategic plans that gather momentum not dust, spells out the why and the how of collaborative strategy building.