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Strategic planning facilitation session with Kerri Sutey
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Strategic Planning Facilitation

Align Vision with Execution

Bridge the gap between strategy and execution with expert facilitation of strategic planning sessions. Structure, objectivity, and proven frameworks to help leadership teams create actionable strategic plans that drive results.

Session Options

Planning Formats

Choose the session format that fits your organization's needs and timeline.

Annual Strategic Planning

2-3 days

Comprehensive strategy development or refresh for the leadership team.

Quarterly Strategic Review

Half-day

Progress review, course correction, and priority refinement.

Strategic Alignment Workshop

1 day

Rapid alignment session for teams requiring focused strategic clarity.

Proven Methodology

Strategic Frameworks

1

Vision & Mission Clarity

Define or refine your organization's purpose and long-term aspirations.

2

Environmental Analysis

SWOT, competitive landscape, and market opportunity assessment.

3

Strategic Priorities

Identify and prioritize the vital few initiatives that drive success.

4

OKRs & Success Metrics

Translate strategy into measurable objectives and key results.

5

Resource Alignment

Ensure people, budget, and capabilities align with strategic priorities.

6

Execution Governance

Establish rhythms and accountability for strategy execution.

What You'll Receive

Engagement Deliverables

1

Pre-Session Stakeholder Interviews

Confidential one-on-one interviews with key stakeholders to understand perspectives, concerns, and aspirations before planning sessions.

2

Alignment Assessment Report

Comprehensive analysis of current strategic alignment, identifying areas of consensus and divergence among leadership.

3

Facilitated Strategic Planning Workshops

Expert-led sessions using proven frameworks to develop vision, mission, strategic priorities, and success measures.

4

Strategic Roadmap Document

Clear 1-3 year strategic plan with milestones, accountabilities, resource requirements, and success metrics.

5

Execution Cadence Recommendations

Governance structure, review rhythms, and accountability mechanisms to ensure strategy translates into action.

Expected Outcomes

  • Unified leadership team with shared strategic vision
  • Actionable 1-3 year strategic plan
  • Clear priorities and resource allocation decisions
  • Aligned team with shared understanding of direction
  • Governance structure for execution accountability
  • Momentum and commitment to strategic initiatives

Ready to Align Your Team?

Schedule a consultation to discuss your strategic planning needs and explore how expert facilitation can accelerate your strategic alignment.

Plan Your Strategy Session