Strategic planning that survives contact with reality.

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Who we work with

Small and mid-size businesses at an inflection point: growth, succession, a new market, or a market that just changed

• Nonprofits and associations preparing a multi-year plan for their board
• Local governments and special districts aligning budgets, staff, and priorities
• Leadership teams that need an outside facilitator to force decisions

Full Strategic Plan: the process

Discovery & Assessment — Organizational analysis, review of mission, vision, and values, stakeholder input.
Environmental Scan — Internal strengths and weaknesses, external opportunities and threats, industry benchmarks, and the macro scenarios that bear on your market.
Visioning & Goal Setting — Long-term vision, strategic priorities, measurable objectives.
Strategy Development — Key initiatives, resource allocation, timelines, and accountability structures.
Implementation Planning — Detailed action plans, roles and responsibilities, performance metrics.
Execution & Evaluation — Progress tracking, course correction, outcome reporting to stakeholders.

Strategy Sprint: the process

Rapid Assessment — Mission and core goals, immediate challenges and opportunities.
Priority Setting — Top strategic objectives, leadership alignment on key initiatives.
Action Planning — Short-term steps, responsibilities, timelines.
Implementation Support — Execution tools and simple tracking measures.

Organizational Strategy

Plans fail in the structure, not on the page. We also work with leadership teams on organizational efficiency: decision rights, reporting structures, process improvement, and the operating rhythm that keeps a strategy alive between annual retreats.