Developing a strategic plan

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Why this matters

As Lewis Carroll famously said, “If you don't know where you are going, any road will get you there”. And this is how most organizations do strategic planning—without a clear aspiration.

A great strategic plan connects the highest aspirations of the organization to the everyday work of people in the trenches.

Without alignment to a compelling north star, without bringing the right people into the room, without provoking big thinking, without keeping it simple and actionable, strategic planning becomes a check-the-box exercise that everyone hates and that adds no value to the business.


Do this when you’re thinking…

“Our strategic planning process is a waste of time. We’re just working backwards from a number none of us believe, and rehashing the same old ideas from last year.”

“Our industry is poised for growth. We need a bold vision to fully capture the opportunity ahead.”

“We’re frantically busy and don’t say ‘no’ often enough. Everything is a priority, which means nothing is.”


The work we’ll do together

We’ll think big about what is needed to most powerfully bring your north star to life and achieve your business objectives. We’ll do an external assessment to draw inspiration from what’s happening in the world, and an internal assessment to understand how well you’re positioned to capture these opportunities.

Then we’ll land all of the thinking in a simple one-page document that enables everyone to know what the priorities are—and what their role is in driving implementation. Oh, by the way, we’ll design a fun and engaging experience so you team will look forward to it instead of dreading it.

What you’ll get

An organizational insights report

This set context for your plan—identifying the market forces that affect your business, the state of your Culture and Brand, and the gaps between what you want to be and what you actually are.

Vision statement, strategies, tactics, and metrics


To inspire the team and provide clarity on the why, what, and how of the work ahead.

Implementation plan


A high-level plan that identifies when each move will be made and key roles and responsibilities.

The engagement takes 1.5-3 months depending on the size and complexity of your organization.

How it works

Phase 1

Assess the internal and external landscape

Deliverables

  • Insights report that highlights gaps and opportunities

Phase 2

Align on the insights and action priorities

Deliverables

  • Initial strategic options for discussion in a workshop

  • Interactive workshop to co-create a draft of Vision, Strategy, Tactics (bold actions and the smaller tactics to support them), and metrics

Phase 3

Refine and finalize the content

Deliverables

  • Iterative meetings to refine final Vision, Strategy, Bold Moves, and Tactics

Phase 4

Set you up for success

Deliverables

  • Recommendations on next steps

  • Content handoff