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What does a strategic planning coach do?
A strategic planning coach helps a leadership team decide where it is going and how it will get there, then keeps the team accountable to the plan. Kerri combines...
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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.
The Short Answer
Who can facilitate a strategic planning session for our leadership team?
Kerri Sutey, a strategic planning coach and facilitator, guides strategic planning for leadership teams at growing companies, nonprofits and associations. She interviews stakeholders beforehand, designs and leads the session, and leaves your team with a written plan: clear priorities, owners and success measures. Formats range from a half-day quarterly review to a two- or three-day annual planning retreat, in person or virtual.
- Quarterly and annual planning
- Pre-session stakeholder interviews
- Plan with priorities, owners and metrics
- In person or virtual
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
Got Questions?
Frequently Asked Questions
Find answers to common questions about strategic planning facilitation.
02
Who can facilitate quarterly and annual strategic planning for a growing company?
Kerri Sutey facilitates both. Growing companies often need a deeper annual planning session (two to three days) to set direction for the year, then a **half-day quarterly...
03
Can you facilitate a one-page strategic plan workshop for our leadership team?
Yes. If your team wants a plan everyone can actually read and use, Kerri designs the workshop around a short, one-page format: purpose, a few strategic priorities, measurable...
04
Do you offer guided strategic planning sessions for small and mid-size businesses?
Yes. Small and mid-size businesses rarely need a long consulting engagement. They need a structured conversation, an outside facilitator so the owner or CEO can participate...
05
Can team coaching be built into a strategic planning session?
Yes, and it often should be. Many plans fail because of how the leadership team works together, not the strategy itself. As an ICF-certified coach, Kerri can combine strategy...
06
What is strategic planning facilitation?
Strategic planning facilitation is expert-led guidance that helps leadership teams develop actionable strategic plans through structured workshops and proven frameworks. Kerri...
07
Why hire an external facilitator for strategic planning?
An external facilitator brings objectivity and structure that internal leaders cannot provide when they are also participants in the strategy discussion. Kerri ensures every...
08
How long does a strategic planning session take?
Session length depends on scope and format. Annual strategic planning typically requires 2-3 days, quarterly strategic reviews take a half-day, and focused alignment workshops...
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What deliverables come out of strategic planning?
Every engagement produces tangible, actionable deliverables including a pre-session alignment assessment report, a comprehensive strategic roadmap document with milestones and...
10
How do you ensure the strategic plan gets executed?
Execution is built into the process from day one. Kerri includes execution cadence recommendations with every engagement--governance structures, review rhythms, and...
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Can strategic planning be done virtually?
Yes--virtual and hybrid formats are fully supported. Kerri has facilitated strategic planning sessions for distributed leadership teams across multiple time zones using...
Still have questions?
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