Strategic Planning Packages

Strategic Planning Packages

We offer three distinct strategic planning packages to suit your needs.

The Retreat

This package is for you if you want to complete your planning process primarily internally, but need some expert advice and perspective to stay on track. Rebecca provides instructions and templates to help your team prepare for a series of facilitated planning workshops to help you clarify your positioning, strategic directions and performance standards. Ongoing coaching helps you complete your plan.

Time required: Three two-hour online workshops with support for internal preparation and follow-up.

The Process

This package 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.

Time required: Approximately 3 months.

The Transformation

This program facilitates a collaboratively-developed strategic plan while also building internal leadership capacity and increasing long-term sustainability of that plan by adding:

  • An organizational Theory of Change.
  • Four half-day training workshops in stakeholder engagement, board governance, communicating your value proposition and running effective meetings to accelerate the impact of your strategy
  • A professionally graphically designed “Plan on a Page” and slide deck
  • A presentation to your Board of Directors
  • Traction Package that includes implementation planning and ongoing leadership coaching to give your plan staying power

Time required: Approximately 6 months.