Strategic Plan Pro

This package is popular with organizations looking to develop several department level plans before finalizing a corporate level plan. We provide you the workbook – you build the department level plans. We facilitate a 2-3 day planning retreat to develop the corporate level plan. Here is how it works.

Complete the planning workbook.

Each department completes the planning workbook which follows our strategic planning process – where are you now, where do you want to be, how do you get there?

Develop department level plans.

Each department develops a plan defining their purpose, current situation, vision, and strategies. We review each plan providing input and recommendations.

Then just show up for the planning retreat.

You pick the location – some place where your team can focus on strategies. We need a minimum of 10 hours to work through our agenda so schedule at least two days for the retreat. Larger organizations with more departments require more time.) We recommend starting at noon the first day and wrapping up the following morning. Click here for a sample timeline.

Allow us to facilitate the entire process.

That’s it. We’ll plan the agenda, prepare the handouts, take the notes, facilitate the discussions to keep everyone focused, and handle all the other details required for a successful retreat. This frees you and your team to focus on the important thing – your strategy.

At the end of the retreat you leave with a Strategic Plan Recap. The following week we complete the final documentation and deliver your corporate level strategic plan.