Strategic Planning Consulting

Unifying cross-functional teams around a clear direction requires alignment at every level—starting with your leadership team and key stakeholders. Our strategic planning consultants will facilitate a kickoff meeting with your leaders to clarify key goals and success measures for the project, define who needs to be involved in the assessment and planning, and agree on how input will be gathered and reviewed.

Assessment is essential to understand your organization’s current state strengths, challenges, and opportunities—all of which will impact your ability to deliver the strategy. Through interviews, an AI-enabled survey, and a high-level review of industry trends, we gather input from across your organization and then synthesize insights into a clear report, which we process with your team to surface key findings.

To achieve bold goals, you need to think big. During this phase, we create intentional space for your leaders to be bold and aspirational, helping them imagine a desired future state and define what success looks like three years from now. This vision becomes the anchor for your strategic plan. Together, through facilitated working sessions, we refine your three-year outcome statement and define specific goal areas that align to the desired future state.

Making the choices you need to succeed requires pairing big-picture thinking with pragmatic plans. First, we solidify the goals you defined in the previous phase. Then, for every goal, we identify key metrics that will define success and the high-level strategies that will help you achieve each goal. The result? Your stakeholder team gains the clarity and alignment needed to prioritize the decisions and actions that need to happen to bring your future state vision to life.