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Where do we want to go and how will we get there?  

Results-focused, data-driven, and consensus-based planning lead to better goal outcomes and greater agility in times of changeThe types of strategic plans we can help you develop include:

  • Long-term (3-5-year) strategic plan
  • Annual plan
  • Program level strategic plan
  • Department level strategic plan

We can also help you “refresh” your existing strategic plan. 

Working With Us You Get

Expert design and facilitation of custom strategy planning sessions: Our skilled 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’re looking for.

Access to a set of tools and templates: They include data-gathering guides, evaluation templates, survey questionnaires, 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.

Leave the Driving to Us

We’ll design and lead the entire planning process to:

  • Create alignment and clarity about your purpose and priorities
  • Engage your team throughout the process
  • inspire creativity and out-of-the-box thinking
  • Build a realistic, actionable plan that simplifies decision-making and is adaptable to change as you grow
  • Gain buy-in and accountability for results

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
  • Professional / Trade Associations
  • Schools / Colleges

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 this form below.
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“To achieve great things, two things are needed: a plan and not quite enough time.” Leonard Bernstein

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 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 organization, and the policies and practices you have in place. We’ll make every effort to work within your budget.
  2. Do you accept credit cards? Yes, we accept all major credit cards. We offer a slight discount on invoices paid via ACH.
  3. How long will it take to complete this package?  Typically three to six months.
  4. Do you work with organizations outside Southern California? Absolutely! We work with clients throughout the US.
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