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Strategic Planning & Growth

Market Expansion | M&A | Digital Transformation

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Align People, Structures, and Systems to Purpose to Drive Sustained Growth

Sustained growth in retail depends on an organization’s ability to unify teams around a clear vision and empower them to evolve their ways of working accordingly. We help retail leaders turn their boldest ideas into actionable strategies by connecting people, structures, and systems to a purpose-driven mission that fuels engagement and buy-in. Through effective strategic planning we enable retailers to create clarity, build momentum, and equip teams with the mindsets and skills needed to achieve measurable growth.

Proven Outcomes

BRANDON HALL 2023

Gold

Best Use of a Blended Learning Program

Project: Project Passion: Kroger Health’s Holistic Approach to Associate Experience

BRANDON HALL 2023

Silver

Best Advance in Performance Management

Project: Ongoing Connections: Kroger’s Reimagines Performance Management Approach

BRANDON HALL 2021

Gold

Best Advance for Leading Under a Crisis

Project: Navigating Crisis: Kroger’s People-Centered COVID-19 Response

BRANDON HALL 2021

Silver

Best New Hire Onboarding Program

Project: A Fresh Welcome: Kroger's Onboarding Transformation

Proven Methods, Custom Crafted

Strategic Planning

Strong strategic planning ensures leaders stay aligned and make investment decisions that drive measurable growth. We guide retail organizations through defining a clear vision, aligning cross-functional teams, and building the buy-in and activation plans needed to turn strategy into sustained results.

Including, but not limited to:

  • Vision and purpose alignment to connect strategy to measurable outcomes
  • Strategic planning frameworks that clarify direction and drive investment decisions
  • Cross-functional alignment and communication plans that build buy-in and transparency
  • Leadership engagement and readiness strategies for organizational adoption
  • Execution roadmaps and OKR systems for disciplined, measurable progress

Market Expansion

Retailers must continually expand into new markets and channels to stay competitive, meet evolving customer expectations, and capture growth opportunities in a rapidly shifting landscape. We partner with retail leaders to clarify their growth vision, assess readiness, and activate teams with the research, training, and change management needed to confidently deliver in new markets.

Including, but not limited to:

  • Articulation of the vision and value proposition for growth
  • Market research and analysis to identify high-potential expansion opportunities
  • Assessments to understand operational readiness for delivering in new contexts
  • Training, change management, and performance support tools that enable new ways of working
A stylized icon features two overlapping shapes: a blue diamond and a white circle. The blue background adds contrast, creating a modern, minimalist design.

Mergers & Acquisitions

Mergers and acquisitions require effectively blending cultures, systems, and ways of working so the combined organization can operate smoothly and retain talent through the transition. We partner to assess organizational strengths, align leaders around a unified mission, and enable people with the training, culture tools, and change support needed to integrate successfully.

Including, but not limited to:

  • Assessment of each legacy organization’s strengths and gaps to identify high-impact opportunities
  • Collaborative workshops to define a new vision and purpose-driven mission
  • Development of strategic plan and new cultural values to drive consistent decision-making and shape new behaviors
  • Training that aligns leaders to the new vision and strategic plan
    Support tools and resources that enable new ways of working
A circular icon features a hexagonal bolt with a blue and white half-circle beneath it, set on a yellow background. The bolt is central, symbolizing construction or engineering themes.

Org Assessment & Design

Retailers need organizational structures and capabilities that keep pace with customer expectations, operational complexity, and omnichannel demands. We provide data-driven assessments and design solutions that clarify roles, optimize operating models, and deliver actionable blueprints that strengthen performance across the enterprise.

Including, but not limited to:

  • Enterprise-wide assessments to identify strengths, gaps, and critical capabilities
  • Role definition and clarity
  • Operating model redesign aligned to strategy and values
  • Blueprints, journey maps, and implementation drive targeted action plans
A blue circle contains three stacked, overlapping triangles in different shades of blue, forming an abstract arrow pointing upwards. The background is white, creating a minimalist design.

Digital Transformation

Consumers expect seamless experiences, personalized journeys, and tech-savvy associates—making digital transformation essential for retail organizations. We help retailers define their digital strategy, build future-ready capabilities, and prepare their people through communication, experience design, and skills development that make new technologies stick.

Including, but not limited to:

  • Multi-year digital strategy definition and activation support
  • Capability mapping and future-state skills development
  • Strategic communication plans that align stakeholders
  • Experience design to promote readiness and tech-enabled ways of working

Systems Integration & Adoption

Retail success relies on integrated systems that work together and are fully adopted by frontline and back-office teams. We help retailers with implementation planning, role-based training, change management, and measurement frameworks to ensure new systems are understood, embraced, and used effectively across the organization.

Including, but not limited to:

  • Implementation planning, configuration support, integration, and administration
  • Role-specific training that helps users understand and embrace new systems in the context of their role
  • Change management and communication strategies to drive adoption
  • Measurement frameworks and usage analytics dashboards that provide clear data on user engagement and behavior change

Strategic Planning

Strong strategic planning ensures leaders stay aligned and make investment decisions that drive measurable growth. We guide retail organizations through defining a clear vision, aligning cross-functional teams, and building the buy-in and activation plans needed to turn strategy into sustained results.

Including, but not limited to:

  • Vision and purpose alignment to connect strategy to measurable outcomes
  • Strategic planning frameworks that clarify direction and drive investment decisions
  • Cross-functional alignment and communication plans that build buy-in and transparency
  • Leadership engagement and readiness strategies for organizational adoption
  • Execution roadmaps and OKR systems for disciplined, measurable progress

Market Expansion

Retailers must continually expand into new markets and channels to stay competitive, meet evolving customer expectations, and capture growth opportunities in a rapidly shifting landscape. We partner with retail leaders to clarify their growth vision, assess readiness, and activate teams with the research, training, and change management needed to confidently deliver in new markets.

Including, but not limited to:

  • Articulation of the vision and value proposition for growth
  • Market research and analysis to identify high-potential expansion opportunities
  • Assessments to understand operational readiness for delivering in new contexts
  • Training, change management, and performance support tools that enable new ways of working
A stylized icon features two overlapping shapes: a blue diamond and a white circle. The blue background adds contrast, creating a modern, minimalist design.

Mergers & Acquisitions

Mergers and acquisitions require effectively blending cultures, systems, and ways of working so the combined organization can operate smoothly and retain talent through the transition. We partner to assess organizational strengths, align leaders around a unified mission, and enable people with the training, culture tools, and change support needed to integrate successfully.

Including, but not limited to:

  • Assessment of each legacy organization’s strengths and gaps to identify high-impact opportunities
  • Collaborative workshops to define a new vision and purpose-driven mission
  • Development of strategic plan and new cultural values to drive consistent decision-making and shape new behaviors
  • Training that aligns leaders to the new vision and strategic plan
    Support tools and resources that enable new ways of working
A circular icon features a hexagonal bolt with a blue and white half-circle beneath it, set on a yellow background. The bolt is central, symbolizing construction or engineering themes.

Org Assessment & Design

Retailers need organizational structures and capabilities that keep pace with customer expectations, operational complexity, and omnichannel demands. We provide data-driven assessments and design solutions that clarify roles, optimize operating models, and deliver actionable blueprints that strengthen performance across the enterprise.

Including, but not limited to:

  • Enterprise-wide assessments to identify strengths, gaps, and critical capabilities
  • Role definition and clarity
  • Operating model redesign aligned to strategy and values
  • Blueprints, journey maps, and implementation drive targeted action plans
A blue circle contains three stacked, overlapping triangles in different shades of blue, forming an abstract arrow pointing upwards. The background is white, creating a minimalist design.

Digital Transformation

Consumers expect seamless experiences, personalized journeys, and tech-savvy associates—making digital transformation essential for retail organizations. We help retailers define their digital strategy, build future-ready capabilities, and prepare their people through communication, experience design, and skills development that make new technologies stick.

Including, but not limited to:

  • Multi-year digital strategy definition and activation support
  • Capability mapping and future-state skills development
  • Strategic communication plans that align stakeholders
  • Experience design to promote readiness and tech-enabled ways of working

Systems Integration & Adoption

Retail success relies on integrated systems that work together and are fully adopted by frontline and back-office teams. We help retailers with implementation planning, role-based training, change management, and measurement frameworks to ensure new systems are understood, embraced, and used effectively across the organization.

Including, but not limited to:

  • Implementation planning, configuration support, integration, and administration
  • Role-specific training that helps users understand and embrace new systems in the context of their role
  • Change management and communication strategies to drive adoption
  • Measurement frameworks and usage analytics dashboards that provide clear data on user engagement and behavior change

What Our Clients Say

“Your expertise and willingness to lean in with the team—to brainstorm, give feedback, spark different thinking, recognize progress—has made such a difference in their confidence.”

– Sr. Director of Organizational Effectiveness & HR at Macy’s

See Case Studies
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Talk with Retail Expert

Our retail experts know how to activate the people and processes behind meaningful transformation. Connect with us to accelerate performance, deepen customer loyalty, and strengthen your organization’s path forward.

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