Having worked with many leaders and teams to improve and grow their companies, we have learned the importance of effective planning. We provide assistance leading up to our clients annual planning, with particular emphasis on new business, and identifying potential pivots and durability strategies. Through our process, clients have the opportunity to transform their annual planning into a source of clarity & inspiration for their teams. Whether they have fully formed visions, or are looking to wrestle the details of a new idea, we offer assistance in every phase of the planning process.

Pre planning can look like:

• Up to (4) 90-min planning/strategy calls throughout the engagement with core team members. 

• A two-day site visit. Help facilitate annual planning/strategic meetings.

• Key team member interviews (via remote video calls).

• Key partners and stakeholder interviews (via remote video calls). 

• Strategic plan development (writing and formatting).

A few examples of how our clients have used this offering:

• Planning & vision through economic downturns (ie: pandemic, recessions, industry changes).

• Mergers & acquisitions strategy & alignment.

• New business venture plans.

• Assistance in communicating vision & plans with challenging stakeholders or partners.