We start with a 30 min consultation call to see what your needs are and capture high level scope. Then the team will follow up with an invoice. We will then create a workshop agenda, lead the workshop to support strategy planning resulting in clear goals, well-defined vision to guide the business, and provide workshop recap in Word

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For profit and non-profit 

The strategic planning workshop template is designed to help an organization facilitator lead a workshop with critical outcomes to support a strategic plan creation and/or modification/update

 

Covers: SWOT Analysis, Focus Areas, Goals, KPIs, Action Plan and Schedule creation

 

The template is ideal for organizations who need a strategic plan but has extremely limited budget. Hiring a strategic planning facilitator is most ideal to help the organization stay on track and steered in the right direction of ideal focus areas, goals, priorities, schedule based on organization needs and desires.

For profit and non-profit 

Submit your requested scope of services and we will follow up with a call to discuss scope and custom quote for requested services. 

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For profit and non-profit 

12 month consulting package to support organization strategy planning and execution.​

• Consultation call to determine scope.

• Deep dive into your vision, mission, and organization - where you are, where you've been, and where you want to go - then we will design and develop your strategy and organization path forward. Strategy plan is critical to support organization impact and proposals. Includes organization key findings and recommendations.​

• Support Value Capture and Data Analysis to identify cost of services and impacts

• Defined schedule per scope with duration, milestones, and resources is critical in the successful execution of organization goals.

• Guidance on leading and navigating your organization

• Iterative review of your strategy plan and current working efforts to determine if the organization will meet the goals and objectives

• On Call Consulting Support (50+hrs based on scope)

• Support preparation for quarterly and annual organization reporting