STRATEGIC PLANNING
From Vision to Execution in 90 Days.
Most strategic plans take 18 months to write and end up sitting on a shelf. Ours takes 90 days and ends up in your team's hands. A clear process. A powerful plan. Real results.
Six phases. Thirteen steps. One strategic plan your board, leadership, and team will actually execute.
What You'll Have On Day 90.
Not a binder. Not a slide deck. A working plan your leadership team is already using.
A 3–5 Year
Strategic Plan
Validated by stakeholders, owned by your board, written in plain language anyone on your team can read.
A 12-Month Execution System
Calendar, quarterly milestones, and a tracking dashboard. The strategy actually moves Monday morning.
A Board Aligned and Activated Plan
Presentation, talking points, and the buy-in that makes the plan stick beyond your
tenure.
Strategic Planning Is the Right Engagement If…
Your last strategic plan is 3+ years old (or never existed)
You're entering a new chapter — leadership transition, expansion, post-crisis
Your board needs to be unified around a shared direction
You have vision but no execution system
You're a private school, ministry, or faith-based nonprofit ready to invest 90 days in the foundation
The Investment
Strategic Planning is scoped to your organization's size and complexity. Typical engagements range based on stakeholder count, retreat format, and ongoing partnership. The Discovery Call gives you a clear quote; no estimate ranges, no surprises.
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Available as a standalone 90-day engagement or as part of the Fractional COO Retainer.
Included in Every Engagement:
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Discovery call + intake
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Stakeholder interviews & surveys
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2-day facilitated retreat (on-site)
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3–5 year written strategic plan
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12-month execution calendar
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Quarterly milestone tracking
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Board presentation + coaching
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90-day post-launch check-in
“A leader is one who knows the way, goes the way, and shows the way.” - John Maxwell
Ready to Move From Vision to Execution?
A 30-minute Discovery Call is the first step. We'll listen, ask the right questions, and tell you honestly if Strategic Planning is the right next move.