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Strategic Planning For B Corps Package

Build a Stronger, More Profitable B Corp

When people participate in a facilitated strategic planning process — when they put their fingerprints on a way forward and desired outcome— they are more likely to be invested in a successful result. Our strategic planning facilitation services result in:

  • Higher levels of buy-in
  • Better group decision-making
  • Shared ownership of results
  • Increased accountability

Your results will be well worth the investment.

Your B Corp Package Includes

We are pleased to provide a special strategic planning facilitation package for certified B Corporations. This package is designed to maximize your team’s time together with a purposeful, productive, and collaborative strategic planning process.

Your package includes:

  • Expert strategy design workshop facilitation
  • Variety of facilitated activities to inspire creativity and out-of-the-box thinking
  • Support to gather internal and external data for situation analysis
  • Stakeholder surveys
  • Use of virtual strategic planning tools and processes to ensure inclusive collaboration and engagement
  • Ongoing coaching and project management throughout the entire process
  • Eco-friendly meeting tools and tips
  • Three 90-minute follow-up sessions valued at $1500

Bonus! We will offset 100% of GHG emissions from your in-person retreat

What You Get

Strategic plan to include:

  • Broad short- and long-term goals
  • Measurable objectives (KPIs)
  • Strategies and action plans to achieve your goals
  • Optional:
    • Purpose, vision, and mission statements
    • Values or guiding principles
  • Implementation and monitoring plan

Let’s Talk!

Give us a call at 619.446.6780. Or, fill in and submit this form below.
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Our Process

Our four-step planning process ensures you develop the right priorities that guide your work, result in action, deliver measurable results, and ultimately magnify the good you do.

Preparation is key to ensuring strategic planning success. As part of the official kickoff activities, we facilitate a briefing session with you and your planning team to:

  • Define what questions need to be addressed in the planning process
  • Agree on what a successful planning process should achieve
  • Identify key individuals and stakeholder groups affected by or involved with planning
  • Surface critical issues or challenges to be resolved
  • Create a plan for organizing and gathering key information and data needed
  • Gain buy-in and commitment to the planning process

Before we can start discussing where you want to go, it’s important to assess your organization’s current position, including important trends and factors that will affect its future. This involves taking a careful look at what’s working and what isn’t, which includes conducting stakeholder outreach via phone interviews, focus groups, and online surveys as well as conducting research, evaluating organizational aspects such as culture, technology, systems, performance trends, and social impact. Our goal is to gather the right level of insight and data needed to make smart decisions. All this foundational work is critical to ensure we develop the right strategy to set a new direction for your organization.

During a planning retreat — typically 2 day (in-person) or 4 half-day (virtual) sessions— you and your planning team will be guided through an efficient process to create a plan that captures your vision for the future and the goals necessary to achieve it. We achieve this in a highly interactive, hands-on session that focuses on:

  • Defining your mission, vision, values, and guiding principles
  • Defining broad, long-term goals
  • Creating concrete, measurable objectives
  • Identifying the right strategies and action plans to achieve your goals

Our expert facilitation is focused on what’s required to create a good strategic plan: an open mind, candid dialogue, and objective evaluation of all available options.

Even the strongest strategic plan requires oversight and occasional adjustments. We don’t believe our work is done when the ink dries on your strategy document.

Periodic evaluations — what we call check-in sessions — ensure your activities align with current goals and progress is being made. This structured monitoring process ensures your long-term strategies stay front and center, even in the face of day-to-day pressures.

We’ll make sure the goals set during the planning retreat remain relevant, discuss any tweaks needed, and review your progress toward the measurable objectives you set — addressing any challenges you may be having.

Additional Services

Data Gathering & Research

  • Market Research
  • Industry Trends
  • Competitive Analysis
  • Stakeholder Interviews

Assessments & Surveys

  • Surveys
  • Focus Groups
  • Social Impact Assessments
  • Change Readiness Assessment

Implementation Support

  • Dashboard Setup
  • Coaching Support
  • Project Management
  • Change Management

Facilitation Support Services

  • Graphic Facilitation
  • Live Documentation
  • Video Recording
  • Transcription Service

Additional Strategic Planning Package Options

Strategic Planning for Business

Strategic Planning For Businesses

Executive Team Sitting at Conference Table in Board Room

Streamlined Strategic Planning

Strategic Planning for B Corps

Strategic Planning For B Corps

Frequently Asked Questions (FAQs)

  1. What is a stakeholder-driven business model?  It’s a way of doing business where a company’s impact on the community, environment, and its workers are prioritized alongside profits.
  2. Why should we adopt this model now? There has been a dramatic shift in society’s expectations of the role of business in addressing today’s economic, social, and environmental challenges. Now more than ever, people want to work for, buy from, partner with, and invest in businesses they believe in.
  3. How much does the package cost? Your fee will depend on many factors, including the level of support needed from us, the size and geographic scope of your business, and the policies and practices you have in place. We’ll make every effort to work within your budget.
  4. Do you accept credit cards? Yes, we accept all major credit cards. We offer a slight discount on invoices paid via ACH.
  5. How long will it take to complete this package?  Typically three to six months.
  6. What are the social and environmental standards this package aligns with? B Corporation certification standards, which are the gold standard for businesses that are not only best in the world, but best for the world.
  7. Who do you typically work with? We work exclusively with leaders and companies striving to be more profitable and socially responsible. We don’t work with companies that are solely profit-driven at all costs.
  8. Do you work with companies outside Southern California? Absolutely! We work with clients throughout the US.
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