Strategic Planning Facilitation Service

Is your organization one that works best with a visual guide? In a one-day workshop, we will dig in and create a Strategic Plan with input from all key participants.
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The Strategic Planning Facilitation Service helps organizations or teams create clear, actionable roadmaps to achieve long-term goals.

This service guides groups through the strategic planning process, ensuring thoughtful discussion, alignment on key objectives, and concrete next steps for success.

Key Components

  • Values / Vision
  • Current State Reflection ‘where are we now?’
  • Team Building Exercises
  • Actionable Planning (Practical Next Steps)
  • Personal & Organizational Values
  • Identify Key Strengths & Weaknesses
  • Opportunities for Growth
  • Recommended Next Steps
  • Physical Strategic Priorities Plan or Report

How will we do it?

Pre-Facilitation Preparation:
  • Initial Consultation: Meet with key leaders or stakeholders to understand the organization’s current status, goals, challenges, and the scope of the strategic planning session.
  • Research & Background: Gather relevant data, organizational history, and current performance metrics to inform the strategic discussions.
  • Customized Agenda Creation: Develop a structured agenda based on the organization’s unique needs, including activities like SWOT analysis, goal-setting, and future visioning.
Facilitation Process:
  • Opening Session: Set the context by reviewing the organization’s mission, vision, and current status. Establish ground rules and create a collaborative environment.
  • SWOT Analysis: Lead the group in identifying strengths, weaknesses, opportunities, and threats to give a comprehensive view of the internal and external factors impacting the organization.
  • Goal Setting: Guide the group in identifying key strategic goals, both short-term and long-term. Use facilitation techniques to encourage discussion and prioritize objectives.
  • Action Planning: Work with the group to create concrete, actionable plans, including timelines, milestones, and responsible parties for each goal.
  • Resource & Risk Assessment: Facilitate discussions on resources needed to achieve the goals (budget, staff, etc.) and potential risks that could hinder progress.
  • Consensus Building: Ensure all participants agree on the plan and understand their roles in moving the organization forward.
Follow-Up:
  • Provide a comprehensive strategic plan document summarizing key goals, action steps, and accountability measures.
  • Offer additional follow-up sessions or check-ins to assess progress and adapt the plan as needed.​​

Who is it for?

  • Corporate teams dealing with interpersonal conflict.
  • Not for Profit & Community groups facing disputes.
  • Educational institutions (students, faculty, or administration) working through issues.
  • Government departments and groups
  • Industry & Big Business 
  • First Nations groups

Pricing

Half Day and Full Day Rates available - contact Sarah for an obligation-free estimate!