Complete Guide for Strategic Planning

A downloadable how-to guide to learn the basics of planning.

A 72-page guide & 15 worksheets for $25.

Built for individuals who want to lead a strategic planning process themselves.

We can help any organization achieve strategic success.

Learn the Basics of Planning

• Learn and understand the elements of a comprehensive strategic plan.
• Familiarize yourself with the basic structure of a good strategic plan.
• Access a library of definitions and tips for developing each plan element.

Follow a Proven Process

• Leverage a tried-and-true planning process that’s been used to create thousands of strategic plans.
• Follow a planning schedule and process allowing your team to break planning elements into smaller, manageable exercises.
• Use the Balanced Scorecard framework to create a holistic and balanced plan.

Leverage a Suite of Worksheets

• Build a plan using a full suite of 15 worksheets designed to help your team learn, understand, and develop key elements of your strategic plan.
• Have checkpoints to ensure every plan element is properly structured and has meaningful impact to help achieve your desired future state.

Build a Plan You Can Implement

• Complete the planning process with a strategic plan that’s implementation-ready.
• Follow the implementation calendar and schedule to help your organization adopt and execute the plan.
• Learn how to manage your strategic plan’s ongoing performance to keep your plan front-and-center.

See a sample chapter & worksheet.

Download a sample from the Complete Guide for Strategic Planning.

Forget the suits and the ivy-league MBAs.

We’re a team of low-ego experts serious about supporting your strategy, OKRs, and organizational results.
Meet a few of our experts:

Erica’s Accomplishments & Experience

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Industries:

• Retail
• Tourism
• Construction
• Non-Profit & Government

Brands:

• Patagonia, Gabriel & Co.
• MGM Resorts, Reno-Tahoe Airport Authority
• Brycon Corporation
• Washoe County, City of Reno, Make-A-Wish

Erica Olsen

CEO/Co-Founder

Forget the suits and the ivy-league MBAs.

We’re a team of low-ego experts serious about supporting your strategy, OKRs, and organizational results.
Meet a few of our experts:

Jeff’s Accomplishments & Experience

130

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Industries:

• Technology & SaaS
• Professional Service Organizations
• Retail
• Non-Profit & Government

Brands:

• Intuit, IBM
• Miller Heiman
• Maryland Food Bank, Outdoor Industry Association
• YMCA, Reno Rodeo Association

Jeff Brunings

Senior Strategist

Forget the suits and the ivy-league MBAs.

We’re a team of low-ego experts serious about supporting your strategy, OKRs, and organizational results.
Meet a few of our experts:

Kim’s Accomplishments & Experience

75

21

3

Industries:

• Technology & SaaS
• Education
• Non-Profits
• Retail

Brands:

• Google
• University of Santa Cruz, Oxford School District
• Ronald McDonald House Charities
• Patagonia

Kim Perkins

Senior Strategist

Forget the suits and the ivy-league MBAs.

We’re a team of low-ego experts serious about supporting your strategy, OKRs, and organizational results.
Meet a few of our experts:

Kamryn’s Accomplishments & Experience

65

28

4

Industries:

• Non-Profits
• Government/IT
• Agriculture
• Insurance

Brands:

• The King Center, Regional Foodbank of OK
• City and County of SF, Digital Service
• Costa Farms
• Assurant

Kamryn Mock

Engagement Lead & Strategist

Forget the suits and the ivy-league MBAs.

We’re a team of low-ego experts serious about supporting your strategy, OKRs, and organizational results.
Meet a few of our experts:

Leigh’s Accomplishments & Experience

40

17

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Industries:

• Technology and SaaS
• Healthcare
• Non-Profit
• Government

Brands:

• Mindspan
• Colobus Hospital
• Smithsonian
• US Marshals Services, Canada Revenue