skip to the main content area of this page
Planning Services
Strategic Planning Options

Option One: Comprehensive Approach

This approach is intended for organizations that are new to the planning process or are looking for a fresh start. We assist you in refining the basic elements of a strong strategic plan:

  • Vision
  • Mission
  • Core Values
  • Strategic Directions
  • Performance Objectives
  • Priority Actions and Initiatives
  • Management Action Plans

The specific process for accomplishing this is worked out with each individual organization. Typical components include:

  • Pre-planning meetings with management
  • Economic and industry environmental analysis
  • Financial trend analysis
  • Peer analysis
  • One to three day planning retreat with board and management
  • Consolidation of the results into a written plan that can be monitored and updated
  • Follow-up meetings to check on progress

Option Two: Updating an Existing Plan

If you prefer we can start with your existing strategic plan and revitalize it. We help you take a fresh look at your goals and develop implementation strategies that will lead to success.

Option Three: Scenario Planning

Scenario planning helps leaders stretch their strategic thinking skills by asking them to envision possible futures. Participants are asked to ponder the ramifications of powerful critical uncertainties and describe how the organization would have to adapt to be successful.

Additional Planning Services

In addition to the basic planning retreat services, many of our clients choose to have us assist with a variety of other services that enhance the effectiveness of their strategic planning. These include:

  • Annual Business Plan
  • Marketing Plan
  • Marketing Research
  • Contingency/Disaster Recovery Plans
  • CEO Performance Evaluation
  • Board Self-Assessments

Call Us to Get Started

Like a good strategic plan, our work with your organization needs to be tailored to achieve the individual results you want. When you call we will discuss what you want to accomplish and develop an approach that fits your scope and budget.