Strategic Planning Sessions — Creating a Plan in a Day

Hiring an Experienced Facilitator Will Save You Time and Money

Done properly, strategic planning sessions bring clarity and a sense of direction — both for you as the owner, and your employees.

In addition to fractional leadership services, I am also available to facilitate one-day strategic planning sessions.

In my decades of experience working with businesses in a wide variety of positions, one common denominator I have come across is the lack of a true strategic plan.

Without an effective strategy that is in alignment with the business model and vision, businesses tend to be more reactive — making decisions based upon issues, budgets, and spontaneous opportunities.

This service is a good option for any size business in any industry. I’ve worked with manufacturers, service companies, marketing firms, e-commerce companies, educational organizations, non-profits, religious groups, etc. You name it, I’ve worked with them.

The key is the right facilitator customizing the process so that you get results.

A Strategic Planning Session can be a “stand-alone” service to get results in a day, or it can be an effective way to kick off a longer-term fractional executive engagement.

Goals of a Strategic Planning Session

During the planning session, we focus on teaching the staff to think strategically by going through the following steps:

Define the reality – we identify what you do well and what needs to improve
Clarify the company vision – we establish the essence of where you think the business can go
Identify the gaps – look at where your company is (the reality) and where it wants to be (the vision)
Create a plan – we develop a plan that includes accountability for the things that need to be done

Need more information about the impact a strategic planning session can have? Read this case study with Jcrane.

What to Expect from Strategic Planning

I have conducted over 100 strategic planning sessions with businesses in all different industries.

And while each session was different, by the end of the day:

The team sees a path to better days.
The team knows how it supports growth.
The team understands the "right" customers.
The team recognizes a perpetual planning system is required.
There is a platform for everyone to think about the future.

Learn more about the difference a day can make.

Ready to see the difference a day can make?

Set Up a One-Day Strategic Planning Session!

Schedule Consultation

Steps to Create a Strategic Plan in a Day

First, we talk on the phone to discuss the details and general needs of your company.

We then decide on a date and location, preferably offsite. We also decide on the participants and make plans to collect opinions from those not able to participate in the actual planning session.

A deposit holds the date for you.

I’ll send pre-work to help the staff start thinking about the day. Using an online survey tool that allows contributors to remain anonymous, they will be given prompts to:

Think about how the customer sees the company’s value
Think about the strengths and weaknesses of the company
Think about the opportunities and threats facing the company

When possible, I visit your location before the planning day for a tour, brief discussion, and meet key people to set expectations.

We begin the Planning Day promptly at 8:00 and go all day, typically finishing around at 4:00. Lunch will be brought into the meeting room, where we take a brief break.

Before I leave, we schedule a follow-up call for 2-4 weeks after the session.

As the plan is implemented, I am available for unlimited phone calls to help you.

Ready to see the difference a day can make?

Set Up a One-Day Strategic Planning Session!

Schedule Consultation