Strategic Planning

Our process takes strategic planning from theoretical to practical, with a proven methodology that focuses on speed and execution from day one. We work with you to plot the course for the current year and beyond, translating your long-term vision into tangible goals.

ESTABLISHING A STRONG FOUNDATION

Strategic planning is often inefficient, exhausting, and confusing, with many organizations spending long hours and countless dollars to develop a plan that doesn’t get executed.

Who It's For?

Senior-level leaders accountable for the strategic direction of the company who are looking to create the strategic plan to guide the organization or department over the next several years.

What You'll Learn

You will learn a proven, repeatable process for strategic planning that’s designed for speed and execution. Once you learn this process, you’ll be able to use it time and again for creating organizational, departmental, or key-initiative plans.

Time Commitment

Total: 11 hours

1 full-day workshop (7 hours)
1 half-day workshop (4 hours)
3x 1-hour coaching calls (3 hours)

How It Works

This 1.5-day, in-person workshop walks you through our 5-step strategic planning methodology, starting by clarifying your organization’s “Why” statement and desired future state. From there, we’ll work with you to understand the forces impacting your organization today, and then develop your strategic plan using our Law of 3’s plan design. Finally, we’ll collaborate on identifying and eliminating obstacles and establishing plans for execution.

Determine Your Purpose

Focus on reviewing and revising the organization's mission and vision

Confront Reality

Create a clear understanding of the forces that are impacting your organization today

Create Law of 3's Plan Design

Utilize our process to document changes to the plan and capture assigned actions

Determine Critical Risks

Identify and remove potential barriers that threaten the success of the plan

Set Your Rhythm of Accountability

Enable consistent execution and ensure the plan doesn't fade into the background

What You Get

Repeatable Process

A proven, repeatable process for strategic planning and execution

Flexible Delivery

Virtual or in-person facilitation, depending on your organization’s needs

Impactful Tools

Digital tools and resources to facilitate learning and execution

Working with inVision Edge

Working in collaboration with inVision Edge, our clients have consistently been able to achieve measurable success through:

FREE GUIDE: STRATEGY CLARITY

Want to learn more about our proven process for strategic planning and how to implement it within your organization? Download our free guide “Strategy Clarity” to get all the details.