Planning, Workshops & Facilitation
These services guide structured working sessions to help leadership teams create clarity, make aligned decisions, and move the business forward.
This is the right fit for owners and leadership teams that value strong planning rhythms—particularly annual and quarterly strategic planning—as well as those facing a specific opportunity or challenge that needs to be worked through together, resulting in clear decisions, ownership, and next steps.
Delivery formats vary based on the outcome needed and include annual and quarterly strategic planning, focused workshops, and facilitated working sessions.
Annual & Quarterly Strategic Planning
Structured planning sessions to set direction, align priorities, and guide execution.
These engagements support owners and leadership teams in establishing and executing on strong annual and quarterly planning rhythms, clarifying goals and priorities, and aligning accountability across the business. The focus is on analyzing the current and potential future situation, making clear decisions and leaving with a plan that can be executed confidently in both the week-to-week and day-to-day.
Focused Leadership Sessions
Targeted working sessions to strengthen leadership and improve operations.
These sessions are designed for leadership teams or departments working on specific needs such as developing scorecards, conducting a SWOT, refining vision components - like target customers, or improving the effectiveness of leadership meetings. The emphasis is on practical progress, alignment, and tools that teams can continue using after the session.
Issue Focused Workshops
Facilitated sessions to work through a specific challenge or opportunity as a focused group.
These workshops bring the right people into the room—whether an individual leader, a department, or a cross-functional team—to explore an issue, make decisions, and define next steps. The goal is to create clarity, alignment, and momentum around a focused problem or opportunity that needs dedicated attention.
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