INCOME・INFLUENCE・IMPACT
In today’s fast-paced business landscape, organizations must stay ahead by making strategic decisions that align their teams, prioritize critical objectives, and develop actionable plans. Our Strategic Planning Retreat is designed to help you clarify your vision, establish key priorities, and create a roadmap for success. With our proven retreat framework, you’ll leave with a clear, actionable strategy and an engaged team ready to execute.
What We Offer:
a sTRUCTURED PATH TO SUCCESS
Our retreat is designed to bring your Board or leadership team together to focus on high-level strategy, away from the distractions of daily operations. We guide & coach you through a tailored process that enables you to reflect on your current position, define your vision, and outline the necessary steps to achieve your goals.
Here's how our strategic planning retreat
can benefit your organization:
Pre-Retreat Preparation
- Surveys to gather insights on organizational challenges and opportunities.
- A review of the organization’s current mission and vision.
- A SWOT analysis to uncover strengths, weaknesses, opportunities, and threats.
Day 1: Aligning Vision and Mission
- Reflect on your current position by considering recent successes and lessons learned.
- Discuss team feedback through an insightful SWOT analysis for a clearer understanding of internal and external factors.
- Strategic visioning helps define a 3-year vision aligned with long-term goals.
- Clarify your mission to ensure it reflects your purpose, values, and customer focus.
- Identify risks that could derail the strategy and begin discussing mitigation plans.
Day 2: Action Planning and Execution
- Together, we create Specific, Measurable, Achievable, Relevant, and Time-bound goals to ensure you’re moving in the right direction.
- Break down your top priorities into actionable steps with clear ownership and accountability.
- Build an implementation roadmap that includes resource allocation, team roles, and timelines.
- Develop a communication plan to ensure the strategic plan is cascaded through all levels of the organization.
Post-Retreat Follow-Up
- We help you document and fine-tune your strategic plan for easy distribution and implementation.
- Schedule follow-up coaching sessions to check in on progress, reassess priorities, and ensure your team stays on track.
- We ensure your teams have the tools, resources, and clarity needed to execute the plan effectively.
Ready to Transform Your Organization?
Our strategic planning approach is tailored to meet the needs of diverse organizations. For growing companies, we help align leadership and clarify the path to effective scaling. Nonprofits benefit from ensuring their mission stays relevant while adapting to an evolving landscape. Small-to-mid-size organizations are guided in prioritizing resources and focusing on what truly drives success. Leadership teams across all sectors can build alignment and cohesion, ensuring departments work together toward common goals.
It's designed to help you unlock your organization's full potential. Let us coach you through a structured, proven process that clarifies your vision, sets actionable goals, and aligns your team on a path to success.
Contact us today
Learn more about how we can tailor the perfect strategic planning retreat for your organization,
or to inquire about our Leadership Coaching services.
Ready to Accelerate Your Business Growth?
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