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STRATEGIC PLANNING FACILITATION

A Strategic Plan Your Whole Team Will Actually Follow.

Strategic planning facilitation tailored to your size, scope, and stage of growth.

Strategic planning facilitation session with team

Organizations need more than a plan — they need clear direction, shared commitment, and the ability to adapt.

Vianova’s strategic planning facilitation is tailored to your size, scope, and stage of growth. Whether you need a focused refresh or a comprehensive 3–5 year roadmap, we’ll guide your team through a collaborative process that delivers alignment, clarity, and actionable next steps.

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Strategic Planning Facilitation That Fits Your Organization

No two organizations are the same. We offer flexible engagement options to meet you where you are.

2–4 WEEKS

Streamlined Planning

Clarify goals, align your team, and set near-term priorities — ideal for annual planning, strategic plan refreshes, or smaller organizations creating their first focused plan.

WHAT'S INCLUDED

Pre-session planning call
Planning Team Briefing Materials
Facilitated half- or full-day session
Real-time digital collaboration & session summary with priorities
Most Popular
4–8 WEEKS

Core Planning

A complete strategic planning facilitation process with stakeholder input, facilitated retreats, and a clear 1–3 year plan.

WHAT'S INCLUDED

Discovery and planning calls
Stakeholder surveys and/or interviews
Planning Team Briefing Materials
Facilitated retreat (1–2 days)
Strategic plan with goals, objectives, and strategies
Post-retreat plan development support
8–12+ WEEKS

Comprehensive Planning

A deep, multi-phase strategic planning facilitation process with broad stakeholder engagement, environmental scanning, data-driven analysis, and detailed implementation planning — designed for complex organizations building 3–5 year strategies.

WHAT'S INCLUDED

Discovery and planning calls
Stakeholder surveys, interviews, and focus groups
Environmental scanning and data analysis
Planning Team Briefing Materials
Facilitated retreat (2 days)
Full strategic plan with implementation roadmap & post-retreat support

Every engagement is customized to your size, sector, timeline, and capacity. Optional add-ons — including graphic design, implementation coaching, and quarterly check-ins — are available for any tier.

Why Choose Vianova for Strategic Planning Facilitation

The experience, flexibility, and tools to guide your strategic planning facilitation process from start to finish.

Strategic planning facilitation with diverse team

20+ Years of Planning Experience — We’ve guided organizations of every size and sector through strategic planning — from 5-person startups to 500-member associations.

Tailored Strategic Planning Facilitation — From half-day refreshes to multi-phase 5-year plans, every engagement is customized to your organization’s needs.

Stakeholder-Driven Process — We bring every voice to the table — staff, board, leadership, customers, members, etc.

Built for Implementation — You don’t just get a plan document. You get a roadmap with owners, timelines, and accountability.

Powered by Digital Collaboration — Every planning session uses our real-time collaboration platform to capture input, build consensus, and keep remote and in-person participants equally engaged.

“Hands-down our experience with Frank’s leadership and strategic planning facilitation has been the most thorough, focused, and dare I say enjoyable. He has a way of keeping everyone on agenda while allowing time for relevant discussion. We all left with confidence that our senior team is aligned and our goals for the coming year are completely achievable.” – Jon Bailey, Founder/CRO, 62Above

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Guide to hiring a facilitator
Free Resource

Not quite ready for a conversation? Start here.

A step-by-step guide to defining your strategic planning facilitation needs and finding the right facilitation partner.

  • Assess whether your situation calls for strategic planning facilitation help
  • Define your goals, audience, and success criteria
  • Know the right questions to ask prospective facilitators
  • Spot the red flags and green flags when evaluating fit
Download the Free Guide

Frequently Asked Questions About Strategic Planning Facilitation (FAQs)

  1. How much do your strategic planning facilitation services cost? Your fee will depend on many factors, including the level of facilitation 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 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 through our strategic planning facilitation process.
  3. Do you work with organizations outside Southern California? Absolutely! We work with clients throughout the US, offering both in-person and virtual strategic planning facilitation.
  4. What’s the difference between your Streamlined, Core, and Comprehensive options? Streamlined is a focused half- or full-day session ideal for annual planning or smaller organizations. Core is a complete planning facilitation process with stakeholder input and a 1–3 year plan. Comprehensive includes broad engagement, environmental scanning, and detailed implementation planning for 3–5+ year strategies. Not sure which fits? We’ll help you decide during your free consultation.
  5. Do we need to have a current strategic plan before we start? No. We work with organizations at every stage — whether you’re building your first plan, refreshing an existing one, or starting over after a major transition through our strategic planning facilitation.
  6. Can you facilitate our sessions virtually or in a hybrid format? Absolutely. Every engagement can be delivered in-person, virtually, or hybrid. We use a real-time digital collaboration platform that keeps remote and in-person participants equally engaged.
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