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Strategic Planning Services

Drive Success. Magnify Impact. Lead with Confidence.

Strategic planning services to help you and your team build a plan for sustainable growth and greater impact.

We specialize in helping leaders and their teams develop and execute strategic plans that get results.

Start your strategy execution journey with us today. 

Book a Quick Consultation

Strategic Planning Facilitation

We help you overcome the hurdles and obstacles to building a great plan.

What’s Included:

  • Expert design and facilitation of custom strategy sessions: Our experienced facilitators utilize creative facilitation techniques, state-of-the-art brainstorming and decision-making tools, best practices, and hands-on exercises to ensure you get the strategic plan results you want.
  • Situational analysis support: We provide you with the tools and support needed to conduct a thorough internal and external assessment. 
  • Stakeholder surveys and interviews: We will design and conduct your key stakeholder feedback surveys and interviews.
  • Access to a set of tools and templates: They include data-gathering guides, evaluation templates, tracking forms, and how-to videos.
  • A shared vision for the future: Our consensus-based process ensures full buy-in and support from everyone involved in moving it forward.
  • Ongoing coaching and project management: We guide the process from beginning to end – so you don’t have to.

Strategic Planning Software

Strategy execution software designed for leaders of small and mid-sized organizations to align, design, execute and report on their strategic plans.

No more struggling with shifting demands that make keeping your long-term vision connected to weekly priorities. We now offer a framework and app to make executing and adapting strategy, goals, and priorities easy. When your team contributes directly to the big picture, you deliver results consistently.

The All-Inclusive Software Solution, Powered by OnStrategy

  • Align your team with the only strategic planning software designed for collaboration.
  • Our guided strategy builder helps you create a great plan from mission to key results.
  • The only app that shows if your strategy is delivering results.
  • Bring your stakeholders along for the journey. They’ll love you for it.
  • Run a data-driven strategy review with zero prep.
Request a Live Demo

Types of Organizations We’ve Worked With

Our planning services are tailored to the unique needs of each type of organization we work with.

  • Start-ups
  • Small & Midsize Businesses
  • Certified B Corporations
  • Nonprofits
  • Schools / Colleges

For professional associations, visit our Strategic Planning for Associations page.

Visit our testimonials page to read what our clients have to say about working with us.

To Learn More, Let’s Talk!

Give us a call at 619.446.6780 or fill in and submit the form below.
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“To achieve great things, two things are needed: a plan and not quite enough time.” Leonard Bernstein

Strategic planning software provided in partnership with

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

Frequently Asked Questions (FAQs)

  1. How much do your strategic planning facilitation services cost? Your fee will depend on many factors, including the level of support needed from us, the size and geographic scope of your organization, and the policies and practices you have in place. We’ll make every effort to work within your budget.
  2. How much does the strategic planning software cost? Your fee will depend on many factors, including the level of support needed from us. Contact us to schedule a demo and learn more about our pricing.
  3. Do you accept credit cards? Yes, we accept all major credit cards. We offer a slight discount on invoices paid via ACH.
  4. How long will it take to create our strategic plan?  The average timeframe is 90 days to set your vision and goals, build your strategies, and develop the strategy execution plans.
  5. Do you work with organizations outside Southern California? Absolutely! We work with clients throughout the US.
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