Sustainable Business Strategic Planning Package
Now more than ever, people want to work for, buy from, partner with, and invest in businesses they believe are doing good in the world.
This package offers a unique opportunity to step back and envision a much better, more sustainable future for your business, your workers, your community, and the planet — a new path forward.
Join a global movement of companies using business as a force for good.
What You Get
Expert design and facilitation of custom strategy sessions: We utilize state-of-the-art brainstorming and decision-making tools, best practices, and hands-on exercises to ensure you get the 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.
Sustainable business framework: You will benefit from leveraging the interconnected relationships between your business and its customers, suppliers, employees, investors, communities, and others who have a stake in its success.
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.
Preparing Your Organization for Strategic Planning
View our guide to preparing your organization for strategic planning.
Let’s Talk!
Give us a call at 619.446.6780. Or, fill in and submit this form below.
Our Process
- Define planning outcome
- Assemble planning team
- Identify critical issues or challenges
- Gain buy-in and commitment to the planning process
- Gather key internal and external data
- Survey stakeholders
- Conduct interviews and focus groups
- Conduct social and environmental impact assessment
- Conduct SWOT or PESTEL Analysis
- Define your mission, vision, values, and guiding principles
- Define broad, long-term goals
- Define concrete, measurable objectives
- Identify the right strategies and action plans to achieve your goals
- Finalize plan
- Develop action plans
- Communicate plan
- Monitor progress
Additional Add-On 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
Additional Strategic Planning Package Options
Frequently Asked Questions (FAQs)
- What is a stakeholder-driven business model? It’s a way of doing business where a company’s impact on the community, environment, and its workers are prioritized alongside profits.
- Why should we adopt this model now? There has been a dramatic shift in society’s expectations of the role of business in addressing today’s economic, social, and environmental challenges. Now more than ever, people want to work for, buy from, partner with, and invest in businesses they believe in.
- 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 business, and the policies and practices you have in place. We’ll make every effort to work within your budget.
- Do you accept credit cards? Yes, we accept all major credit cards. We offer a slight discount on invoices paid via ACH.
- How long will it take to complete this package? Typically three to six months.
- What are the social and environmental standards this package aligns with? B Corporation certification standards, which are the gold standard for businesses that are not only best in the world, but best for the world.
- Who do you typically work with? We work exclusively with leaders and companies striving to be more profitable and socially responsible. We don’t work with companies that are solely profit-driven at all costs.
- Do you work with companies outside Southern California? Absolutely! We work with clients throughout the US.