Drive Member Growth. Magnify Impact. Lead with Confidence.
Strategic planning services to help you and your team build a plan for sustainable growth, retention, and impact.
We specialize in helping JPA leaders and their teams develop and execute strategic plans that get results.
Start your strategy execution journey with us today.
Strategic Planning Facilitation
We help you overcome the hurdles and obstacles to building a great plan.
- 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.
Why Choose Us?
- We understand JPAs: We have a 15-year veteran JPA CEO on our team.
- We have years of experience leading property, liability and employee benefit JPA’s through the strategic planning process.
- Your success is our success. Our focus is on achieving your desired outcomes.
- We integrate state-of-the-art technology to enhance the overall meeting and retreat participant experience, increase engagement, and produce higher-quality outcomes in less time.
- Our size allows for less overhead, equating to lower costs and more personalized attention.
- We have nearly two decades of experience working with companies, nonprofits, associations, and schools.
To Learn More, Let’s Talk!
Give us a call at 619.446.6780 or fill in and submit the form below.
“To achieve great things, two things are needed: a plan and not quite enough time.” – Leonard Bernstein
Strategic planning software provided in partnership with