Align your mission with meaningful, measurable action.
This hands-on strategy session helps your team move from broad vision and a wide array of projects to clear priorities for the year (or so) ahead. In just a half day, we’ll go beyond brainstorming—transforming ideas into a focused set of achievable goals, complete with initial next steps and renewed momentum. With some pre-planning, we can even do it in one 90-minute meeting!
Are ready to move from big vision to focused execution
Want to involve their full team or board in setting priorities and main goals
Need to generate momentum without getting bogged down in lengthy planning processes
Believe in collaborative planning—but need outside facilitation to make it effective and engaging
Want an efficient process that builds on what is already in place (e.g., use existing vision, mission, org structure, etc)
Duration: Pre-survey sent out 2 weeks before one 90min - 4 hours meeting
Format: In-person or hybrid facilitation
Participants: Up to 20 team or board members
Date: Flexible
1. Pre-Session Planning Call (1 Hour)
We’ll meet to co-design and tailor the process, create an ideal timeline, review relevant team dynamics, confirm your definition of success, and commit to a budget (time and dollars).
2. Team Input Survey (Pre-Workshop)
We’ll gather insights from participants via a brief online survey covering:
Reflections on past progress and future potential
Strengths, Weaknesses, Opportunities, and Threats
Open-ended prompts to surface energy and concerns
I will synthesize responses into themes and bring them into the meeting to inform and guide discussion.
3. Strategic Planning Workshop (4 Hours)
Facilitated with clarity and energy, your team will:
Explore key patterns and themes from the survey
Brainstorm high-potential goals
Narrow to 3–5 high priority goals that reflect both ambition and capacity
Break into groups to outline next steps or mini action plans
4. Follow-Up Report (Post-Session)
I’ll document the group’s decisions, summarize takeaways, and outline potential paths forward—so your team leaves with more than ideas: you all leave with direction.
PRICE
The price is dependent on a few factors, but normally ranges between $1000-2500.
Let’s make it simple, focused, and strategic—together.
Contact me to schedule your 1-hour planning session.