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Strategic Planning Facilitation Services

A Strategic Plan Your Whole Team Will Actually Follow.

Stop building plans that collect dust. Start building alignment that drives results – with expert facilitation tailored to your size, sector, and stage of growth.

Strategic planning facilitation session with team

Vianova’s strategic planning facilitation services help associations, corporations, nonprofits, and government agencies build plans that get implemented — not ignored.

We don’t just facilitate your planning sessionswe lead your entire process, start to finish. From the first discovery call through stakeholder preparation and the facilitated retreat, all the way to your final strategic plan, we guide every step. Whether you need a focused one-day session or a comprehensive 3–5 year roadmap, every engagement is led by an experienced facilitator — customized to your organization’s size, sector, and stage of growth. Your team focuses on the decisions. We handle everything else.

Let’s Talk (No pitch. Just a conversation to see if we’re a fit)

Strategic Planning Facilitation That Fits Your Organization

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

~1-2 MONTHS

Streamlined Planning

Get your team aligned around what matters most — without the planning falling on you to manage.

Best for: Annual planning, strategic refreshes, or smaller organizations building their first focused plan.

YOU'LL WALK AWAY WITH

A shared set of near-term priorities your whole team has bought into
Clarity on where to focus for the next 12 months
A session summary with decisions captured and next steps assigned
Every voice heard — powered by real-time digital collaboration

Delivered in a facilitated half- or full-day session. We lead the entire process — so you don't have to.

MOST POPULAR
~3-4+ MONTHS

Core Planning

Walk away with a 3-year strategic plan your team helped build — and will actually follow.

Best for: Organizations ready for a complete strategic plan built with real stakeholder input.

YOU'LL WALK AWAY WITH

A complete 3-year strategic plan with goals, objectives, and strategies
Leadership aligned around shared priorities and a clear direction
Confidence that the right voices shaped the plan — not just the loudest ones
Post-retreat support to keep momentum going
Every voice heard — powered by real-time digital collaboration

Includes a 1–2 day facilitated retreat. We lead the entire process — from first call to final plan.

~4-6+ MONTHS

Comprehensive Planning

A complete planning experience with the added support and tools to help your strategy stick — communication, monitoring, accountability, and more.

Best for: Organizations ready to invest in not just building a great plan — but making sure it gets followed.

YOU'LL WALK AWAY WITH

Everything in Core, plus:

A communication plan so your whole team understands the strategy and their role in it
A monitoring plan to track progress, measure results, and stay on course
A polished, public-facing version of your plan ready to share with stakeholders
Scheduled annual check-ins to keep your strategy relevant and your team accountable

Includes a 2-day facilitated retreat. We lead the entire process — from first call to final plan.

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

Our facilitators have the experience, flexibility, and tools to guide your planning 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 to Your Organization — From half-day refreshes to multi-phase 5-year plans, every engagement is customized to your 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

Let’s Talk (No pitch. Just a conversation to see if we’re a fit)

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)

What does a strategic planning facilitator do? A strategic planning facilitator leads your team through the entire planning process — from pre-work and stakeholder preparation through facilitated sessions and final plan documentation. The facilitator keeps discussions focused, ensures every voice is heard, manages group dynamics, and drives the group toward clear decisions and accountable next steps.

How much does your facilitation service 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.

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 planning process.

Do you work with organizations outside Southern California? Absolutely! We work with clients throughout the US, offering both in-person and virtual facilitation.

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 facilitation process with stakeholder input and a 3-year plan. Comprehensive includes broad stakeholder 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.

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 facilitation process.

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.

How do I hire a facilitator? Start by identifying whether you need a focused one-day session or a multi-phase planning process. Then look for a facilitator with experience in your sector — associations, nonprofits, and corporations each have different planning needs. At Vianova, we start with a free consultation to understand your goals and recommend the right engagement for your organization. Schedule yours here.

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