Strategy & Planning

We support Leadership teams with organizational strategic planning. The engagement is completed in phases over several months.

  • Discovery phase: interviews with internal & external stakeholders, experts
  • Formation phase: facilitated sessions to clarify vision, define decision criteria, assess potential strategies
  • Planning phase: engage management & staff, create an action plan, align resources
  • Implementation phase: begin executing plans, integrate feedback, monitor progress

Business Growth Strategy

Ideal for busy owners and executives who have a goal in mind and need support in defining an approach, creating a plan, identifying resources, and sustaining progress. Sessions are conducted as a series of 60-90 minute working meetings where we:

  • map your current business model
  • clarify your goals
  • research possible approaches
  • narrow and select the best strategies
  • create an action plan
  • identify and secure resources needed to succeed
  • monitor achievement


Innovation engagements are designed to uncover opportunities for new services or markets. Depending on your resource capacity, we can either structure and guide the process for your team to execute, or do the work for you and present findings.

  • Gather customer & stakeholder insights through surveys, focus groups, and interviews
  • Use your business model as a tool for innovation and evaluating new models
  • Facilitate ideation and development sessions with your team and train them on innovation tools