Developing a strategic plan





Why we do this
As Lewis Carroll famously said, “If you don't know where you are going, any road will get you there”.
Without a solid strategic plan, organizations have no common understanding of where they're going so they end up just debating tactics or chasing fads.
Planning is essential. But people love to hate it—for good reason. The process is uninspiring; it often feels like working backwards from an arbitrary number; too much time is spent looking in the rear-view mirror. Too many dry, boring decks and not enough aspiration, imagination, and creativity.
Most plans are stale and irrelevant by the time the ink is dry. We can do better.
What we do
We’ll immerse ourselves in your organization, your business, and your market. With that context, we’ll lead you and your team through a process to define your Vision, Strategy, and Tactics. The culmination of that process is a workshop that your team will find inspirational, provocative, and fun (because strategy doesn’t have to suck).
Our process is inclusive from the very beginning—we bring your team along on the journey so they feel a true sense of ownership and can hit the ground running to implement the plan.
What you’ll get
The key deliverable is a one-page document that outlines your strategic plan. It highlights your Vision (an expression of where you want to be or what you want to have achieved over a specified time horizon); who you serve (we hate calling people “targets”), a set of bold moves to achieve the Vision, and the table-stakes moves you’ll need to make it all possible.
No, you don't just get one page. We’ll deliver a report that synthesizes the entire experience and journey for you—all the provocation and stimulus we brought into the room, all the ideas we generated with your team along the way, and a summary of what we learned about your organization through our immersion.



Why we do this
The engagement takes 1-2 months depending on the size and complexity of your organization, the number of people you want interviewed, and whether we run our proprietary survey. It consists of these activities…