Strategic Planning

Strategic Planning Retreats allow organizations to assess and adjust their direction in response to a changing environment; they focus the efforts of everyone involved by creating time for reflection, prioritizing, setting clear goals, objectives, and action plans for the coming years. Our process is designed to draw on leaders’ unique perspectives and relevant expertise and reconcile the divergent ideas to create an effective plan that can be supported by the whole group.

Our established approach rests on a thorough assessment and data collection process. We gather insight on the current structure, emerging issues, and situational context of your organization. This process creates an atmosphere of open dialogue, drives the development of productive agendas, and increases the engagement of participants in strategic planning sessions.

During Strategic Planning Retreats, we guide the group through clarification of the organization or department’s mission and vision, discussion of the strategic issues, and identification of strategic goals and objectives. Key decisions from sessions are captured in a Strategic Plan document to be refined and approved by organization leaders. During follow-up conversations, our facilitators discuss ways to fully implement the decisions made and communicate strategic goals with staff members.