top of page

Strategic Planning

Our Strategic Planning process is adaptable to your organization.  In our experience we have found that for a planning process to be successful we must prepare an easy to understand framework for the plan, have a good understanding of your business and the markets you serve, and engage staff at all levels for the best impact.

Sample Strategic Planning Timeline

Setting the Vision

Here we collect insights from your team and work on defining/refining the company's vision and organizations future state.

Building the Plan

Here we build the plan based on the insights gained and goals agreed upon.  We set the strategy, action plan and define KPIs.


We finalize the documentation of the plan, disseminate to the team, ensure alignment exists, define reporting and communication of results.

Once the plan has been kicked off, we will work with you and your team during follow up meetings to measure against expectations and refine the plan as needed.

bottom of page