Strategic Planning & Offsites:

Brilliant Plans and
Pretty Slides are
Worthless without Execution

Strategic Prioritization...
Keep it Simple and
Execute Relentlessly

Making Tough Decisions and
Achieving Alignment...
without Destroying Teamwork

Strategic Planning Process:

Our process is unique and more effective than others because of our intense focus on the organization’s ability to implement the solutions that are developed in the strategic offsite. We are experts at implementation, follow-through and accountability for progress.

Our 3-Step Process:

1. Interviews & Assessments

We interview the program sponsor in advance so that clear objectives can be established and prioritized. In many cases, we also find it helpful to interview managers; we assess their leadership impact and the track record of their teams to consistently meet plan. Inherent in our process is the focused discipline to limit the scope of strategic initiatives so that teams have the space to focus on executing on those things that matter most.

2. Facilitated Strategic Planning Offsite

We drive teams to make the tough decisions about limited resources (time, money, people, bandwidth) so that they can execute on a narrow set of imperatives. That means by definition, some appealing opportunities will be set-aside in favor of more strategic investments. We are experts at facilitating those spirited debates. We get the group to agree on a crisp set of corporate priorities, along with accountabilities, timelines and investment criteria for budgets. Once the strategic imperatives are established, we may stay involved to guide the team toward the development and finer-points of implementation.

3. Execution and Accountability Tools

Our proprietary Compass tool ensures that teams avoid drifting from the strategic priorities that they established in our facilitated planning sessions. The team will record their individual progress against execution milestones while identifying areas or issues of concern that could interrupt progress, timelines and results. Compass is the ideal complement to a Strategic Plan because it keeps everyone focused on the organization’s key priorities while tracking progress and identifying roadblocks and early warning risks.

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