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.

Our Process

Our process includes design, facilitation and documentation of a comprehensive, collaborative strategic planning process. Rebecca will work with your team to complete all of the crucial strategic planning elements. The result is a succinct and practical report, ready for approval by your Board of Directors.

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

Rebecca was an absolute pleasure to work with and guided all the respective stakeholders through the complex process ensuring we captured their respective perspectives and feedback into the process. All participants in the process shared how impressed they were with Rebecca’s facilitation skills. Her efforts resulted in the successful delivery of the project on time, receiving positive feedback from our stakeholders and with a product that will advance our organization forward in a positive direction. It was a pleasure to work with Rebecca on our project and we look forward to working with her more in the future.
Food Banks Canada

Rebecca really knows her “stuff” and is excellent at gently steering the conversations in the right direction to get results. She brings positive energy and momentum into the work, which inspired our team to work hard during more challenging conversations and resulted in creative solutions. I highly recommend working with Rebecca.
Karina McInnis
Associate Vice-President (Research Services), University of Guelph

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.