Service
Strategic Planning
Strategy your team will actually execute: sharp priorities, quarterly goals, a scorecard, and the meeting rhythm that keeps a plan alive after the retreat ends.
The plan is the easy part
Most strategic plans die of neglect, not error. The retreat produces a handsome document, the document goes in a drawer, and eighteen months later nobody can name priority three. We plan differently, because our principal has spent years inside $50M and $100M+ organizations running the operating discipline that turns plans into results: clear seats, quarterly priorities, weekly scorecards, and meetings that solve issues instead of reporting them.
You leave with a plan and with the system that executes it.
What you get
- A focused strategic plan: vision, three-year picture, one-year goals, and quarterly priorities, short enough that your team actually knows it.
- A scorecard of the weekly numbers that show whether the plan is winning, reviewed in a rhythm we help you install.
- Clear accountability: every goal has one owner, and the structure to keep owners honest without micromanagement.
- A meeting rhythm for the leadership team: weekly execution, quarterly reset, annual refresh. We facilitate the first cycle so it sticks.
Merger and partnership exploration
Some strategy questions are bigger than a plan: should we merge, affiliate, or share services with another organization? We help boards and executives explore that terrain with the care it demands: mission fit, donor and funder impact, financial reality, cultural compatibility, and a communication plan that protects trust on all sides. We've guided combined cases and public/private partnerships at significant scale, and we know where these conversations go wrong.
How it works
Discovery
Data review and confidential interviews with leadership, board, and key staff. The real strategic issues are usually known and unspoken; we get them on the table.
Planning sessions
Two to three facilitated working sessions with your leadership team and board to set the vision, make the hard trade-offs, and commit to priorities.
Install the execution system
Scorecard live, owners assigned, meeting rhythm running. We facilitate your first quarterly cycle and then hand you the keys.
Have a plan nobody follows?
Tell us what happened to the last one. The fix is usually the execution system, not another retreat.